What We Do

Financial services built
for growing companies

Every service we offer is designed to give founders and operators the financial clarity and infrastructure they need to scale with confidence.

Accounting & Bookkeeping

Precise, timely bookkeeping handled by accountants — not clerks. We keep your books clean, compliant, and always audit-ready so you can focus on running your business.

What's included

  • Monthly close & reconciliation
  • GAAP-compliant reporting
  • Multi-entity consolidation
  • Accounts payable & receivable
  • General ledger management
  • Audit preparation & support

Tax Strategy & Compliance

Proactive tax planning from professionals who have filed for Fortune 500s and high-growth startups alike. We minimize your liability all year — not just in April.

What's included

  • Federal, state & local filings
  • R&D and startup tax credits
  • Quarterly estimated taxes
  • Entity structure optimization
  • Sales tax compliance
  • International tax considerations

Fractional CFO Services

Executive-level financial strategy without the executive-level salary. From fundraising decks to board presentations, your on-demand CFO is ready when you need them.

What's included

  • Board-ready financial packages
  • Investor & fundraising support
  • KPI dashboards & analytics
  • Strategic financial planning
  • Due diligence preparation
  • Cap table & equity management

Cash Flow Management

See every dollar in motion. We forecast shortfalls before they happen, optimize your working capital, and give you the confidence to make bold moves.

What's included

  • 13-week rolling cash forecasts
  • AP/AR cycle optimization
  • Working capital analysis
  • Runway modeling & burn tracking
  • Banking relationship management
  • Payment timing strategy

Budgeting & Forecasting

Turn ambition into a financial blueprint. Our models give you clarity on what it costs to grow, what levers to pull, and how to hit your targets quarter after quarter.

What's included

  • Annual operating budgets
  • Multi-scenario planning
  • Monthly variance analysis
  • Headcount & cost modeling
  • Revenue forecasting
  • Department-level budgets

Ready to get started?

Book a free consultation and find out which services are the right fit for your stage.