Make great decisions with actionable data…
We supercharge:
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Startups
As a founder, your responsibilities are endless. Chasing down your numbers shouldn’t be one of them. Leverage our fractional model to manage burn while scaling with confidence.
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Inventory-Based Businesses
Trade headaches and time suck for visibility and efficiency with our tech-enhanced, people-powered service model for ecommerce & marketplaces, retail & wholesale, 3PLs, and more.
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SMBs
Stabilize, optimize, and unlock your full growth potential with our custom-tailored approach for agencies, consultancies, professionals, hospitality, entertainment, real estate, and others.
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Nonprofits
Do more good with less pain. Partner with us to plan, analyze, and report your financial activities, streamline critical functions, and maintain accountability to your donors and stakeholders.
Industry Expertise
National Footprint
Our engagements are geographically disbursed - yet digitally connected - all across the US:
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![Finding the Right Financial Metrics for Your SaaS Company]()
Finding the Right Financial Metrics for Your SaaS Company
Software-based businesses have a head start: They're built with the right infrastructure and mindset to generate data-driven insights into the company's financial health.
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![Why Your Startup Should Use Accrual Instead of Cash Basis Accounting]()
Why Your Startup Should Use Accrual Instead of Cash Basis Accounting
With accrual-based accounting methodology, you can have your cake and eat it too.
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![Prepping for Your Board Meeting]()
Prepping for Your Board Meeting
When reporting to your board, prepare materials that tell them what they need to know — not what you think they want to hear.
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Navigate With 360-Degree Vision
The leader of a growing company needs eyes in both the front and back of their head. You can't do a good job of planning for the future without clear insights about the past.
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Contribution Margin: The Hidden Key to Understanding Profitability
Profitability often comes down to an ability to work the margins — and one of the most important, but least understood, is contribution margin.
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![Does Your Ecommerce Company Have to Collect Out-of-State Sales Taxes?]()
Does Your Ecommerce Company Have to Collect Out-of-State Sales Taxes?
Ecommerce comes with increasingly complex state sales-tax compliance burdens. Watch out SaaS startups, you have sales tax compliance obligations now too!
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![Think Twice Before Taking a Merchant Cash Advance]()
Think Twice Before Taking a Merchant Cash Advance
Watch out! Their seemingly low advertised 10-15% ‘factor rates’ can look very appealing on the surface, but this financing vehicle can be deceptively expensive…
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COGS & COS: How are They Calculated and Why Does it Matter?
The way your business refers to these expenses depends largely on whether you sell goods or services — but what really matters is how you use the information to maximize profits.
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![How 1099s Work]()
How 1099s Work
In theory, your company is not directly responsible for keeping your vendors and independent contractors in compliance with IRS tax codes. But reality says otherwise.
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![Managing Business Travel Costs]()
Managing Business Travel Costs
Business travel is essential to success in many industries. But it's also essential that you manage travel-related expenses to be sure they don't eat away at your bottom line. Here are some tips to help you accomplish that.
