Our Services
Focused on the needs of startups
Growing companies need experienced financial and operating leadership but don't necessarily need it full-time. As a trusted member of our clients' team, our financial services can be tailored to fit our clients' evolving needs:
CFO & Strategic Services
- Key Operating Metrics and Dashboard Design
- M&A Due Diligence
- Board Assistance & Coordination
- Investor Relations
- Budgeting & Forecasting
- Fundraising Coordination
- Credit Facility Term Sheet Negotiation
- Development of Operating Plans
- Financial Modeling & Analysis
- Cash Management & Treasury
Accounting Services
- Audit-ready, GAAP Compliant Financial Statements
- Internal Control Design & Implementation
- Evaluation of New Accounting Rules
- Revenue Recognition Analysis
- Sales Process Support
- Internal and External Financial Reporting
- Audit Preparation & Reporting
- Development of Policies & Procedures
- QuickBooks Implementations & Upgrade Migrations
- State & Local Tax Compliance
Other Services
- 409A Compliance Coordination
- FAS 123R Implementations
- Implementation of General IT Controls
- Contract & Legal Administration
- HR Coordination
