Industries

We work across a broad variety of industries, and our clients include pre-revenue venture capital backed startups, successful small businesses, and mature organizations with $200m+ in annual revenue

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Technology

We work with bootstrapped & VC backed technology organizations at different stages of maturity and types of revenue streams

Representative Clients

  • Pre revenue seed stage SAAS platform focused on developing enterprise risk management solutions
  • Unicorn FinTech building infrastructure to power global payments in local currencies
  • Series B online consumer platform focused on mental health solutions
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Financial Services

We work with both traditional financial services organizations as well as growing FinTechs focused on areas such as asset management, consumer and commercial lending, and insurance

Representative Clients

  • Asset manager focused on impact investing and tax credit incentives with $100m+ in Assets Under Management
  • Global commercial lender offering SMB solutions in multiple countries across 3 continents
  • Seed stage FinTech developing consumer investing solutions

Consumer Products

We work with manufacturers, importers, and exclusive distributors of consumer products sold both online as well in Fortune 100 retailers

Representative Clients

  • Product designer and importer of novelty consumer goods sold in brick & mortar retail locations
  • 40+ year soft drink brand with production, copacking, and distribution revenue streams
  • Exclusive US distributor of leading US tool brand, offering product customization and selling both B2C and B2B
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Healthcare

We work with both direct providers of healthcare solutions and drug providers.

Representative Clients

  • Mental health therapy provider with $10m in annual revenue, from both consumer direct pay and insurance reimbursements
  • Multi facility producer of pharmaceuticals with multiple different product lines

Food & Beverage

We work with restaurants, breweries, as well as other food & beverage small business producers.

Representative Clients

  • Craft brewer with taproom serving food and beer with merchandise sales
  • 40+ year soft drink brand, with production, copacking, and distribution revenue streams
  • Wine product distributor with $1.5m+ in annual sales
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Other

We work with many other industries and all clients gain the expertise of a full-stack financial team that is a fraction of the cost of an in-house team.

Representative Clients

  • Non profit organization with $5m+ in annual expenditures
  • Agriculture small business with $10m+ in annual sales
  • Real estate property manager overseeing 5,000+ units across 3 major cities

Schedule Time to Talk With One of Our CPAs