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We provide financial advisory and accounting services

Financial Operations Advisory

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Budgeting & Forecasting

Assist in the design and preparation of budgets

Financial forecasts

Upgrade Services

System troubleshooting

System integrations

System remapping

Historical period reconciliations

Process transitioning

Data/transaction cleanup


409a valuations, R&D tax credits, other tax advisory

Cash management & AR collections

Cap table management

Lease / LOC

Miscellaneous client requests

Lender / shareholder interactions

Strategic planning

Human resources


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Daily Accounting Procedures

Employee reimbursements


Basic A/R reminders


Credit card transaction processing

Month-End Accounting Close

Reconcile cash accounts


Close monthly records

Prepare monthly financial statements

Prepare fixed assets, prepaids, etc. subledgers


Process monthly on-cycle & off-cycle payroll

Check payroll records and ensure proper accounting

Ensure proper payroll registration in all required states


Prepare monthly statement & dashboard report

Report on financial position, including budget variance analysis

Taxes & Compliance

Perform required taxes for the business (via preferred partner)

Fundraising Services

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We provide seed through late-stage technology companies with CFO advisory, accounting and fundraising support services.

Strategic planning & investor positioning

Financial modeling & analysis

Fundraising materials & pitch preparation

Due diligence preparation & process management

Term sheet evaluations & contract negotiations