We work best with forward-thinking leaders of startups, growing businesses, and nonprofits.
Grow with us!
Virtual CFO & Financial Analysis
Financial Modeling & Investor Pitch Support
GAAP-Compliant Financial Reporting
KPI Data Visualization & Analysis
Inventory Systems Management
Demand Forecasting & Capacity Planning
Long Range Budgeting & Capital Planning
Pre-sale Planning
M&A Due Diligence Prep + Support
Audit Prep + Support
Treasury Management
Bank Relationship Management
Cap Table Management
Board Communications
Other Fractional CFO services
Bookkeeping & Controllership
Spend Management: AP, Purchase Orders, 1099s, Inventory Accounting, Credit Cards & Expense Reports
Revenue Management: Contracts & Billing, AR & Collections, Revenue Recognition
HR & Payroll Processing: Payroll & Benefits Admin, Paperless Onboarding/Offboarding, Hours & PTO Tracking, benefit/retirement deductions
Monthly Close: Accruals & Deferrals, Reconciliations, Trust Accounts
Financial Management: Financial Statements, Cash Flow, Variance Analysis, Job Costing, Board Reporting, Vendor Relationships, Nonprofit Accounting
Audit / M&A / Due Diligence Support: Due Diligence Readiness, Due Diligence Support, Audit Prep, Audit Support, M&A-related controllership
Tax
Regardless of how profitable or unprofitable your business currently is, it’s important to always stay compliant with tax law. Investors, bankers, and potential acquirers get cold feet if they discover gaps and risks in your tax compliance during due diligence, and the government can even come after business owners & officers for certain unpaid taxes even after the business is sold or shut down.
Count on our team of experts to stay ahead of deadlines and proactively guide you in building a sustainable long-term tax strategy. We’ll quarterback all US tax compliance for our clients, including federal + state corporate income tax, state franchise tax, sales tax, business license tax, payroll tax, 1099s, etc., plus help you capitalize on various tax incentive programs you may qualify for too.
Contingent Search
Leverage our experience sourcing & screening thousands of candidates
Skills tests, reference checks, background checks
Exclusive pricing discounts for existing clients
Business Acceleration
Lean Methodology & Continuous Improvement
End to End Process Analysis
Operational Process Streamlining
Business Process Design & Documentation
Certified Lean Practitioner
Target Operating Model Development
Global Business & Shared Services
System Implementation & Management
Workflow Automation
API Setup & Management
Custom Software Development
Web3 Enablement
more info here
Industry Expertise
