Services
We can act as your full or partial finance and accounting team, handling everything from bookkeeping and bill pay, to financial modeling and budgeting, to fundraising support and board reporting.
01 Outsource Controller & Bookkeeping
Whether you want cash basis accounting records or need to be GAAP compliant with an external audit, we can deliver appropriate financial statements. Our team has:
- Kept the books for private and public companies, including management of external audits and "catch up" procedures
- Researched technical accounting matters and determined appropriate treatment over a broad range of topics, including revenue recognition (§606), stock compensation, capitalized software, entity consolidation, leases, etc.
02 Financial Planning & Analysis
Whether planning for short term or long term growth, or analyzing existing business activities, we can help optimize your business's financial performance. Our team has:
- Developed variable financial models and unit economics that have been used by company's who have raised $1b+ in funds
- Compiled competitor analysis with actionable insights to foster long term growth
- Led financial due diligence for equity raises, including the creation of pro forma financial statements and quality of earnings
03 Fractional CFO
Whether you need a fractional or interim CFO, we can assist with all aspects of your financial strategy so you can focus on the operations. Our team has:
- Reviewed vendor contracts for above market rates, and renegotiated contracts saving $1m+ per year
- Delivered financial training to enable executives to better communicate their company's financial performance with investors and board members
- Created board & investor presentations and managed inquiries related to financial results and strategy