Your Finance Department

Accounting. Forecasting. Fundraising.

Our Services

Investor Support

Investors need updates. Let us build reporting that automatically gets them what they need.

M&A Support

Strategic guidance from experienced CFOs through the acquisition process + diligence support.

Fundraising Support

Financial diligence managed by our team and guidance from our experienced CFOs.

Financial Modeling

Assumptions-driven models that deliver scalable projections across multiple scenarios.

Dashboarding

Clean and simple visualizations that capture the company's performance on a single page.

BOD Meeting Prep

Strategy review and presentation materials that provide key insights to your board.

Accrual-Based Bookkeeping

Accurate and reliable monthly bookkeeping done on accrual basis

Payable, Receivables & Expense Reporting

We'll invoice customers, pay vendors & process expense reports.

Audit Preparation

We get your books ready for the auditors and manage the audit to completion.

Cap Table

We track every last share, option or note ever issued and maintain an easy, well-organized cap table.

Tax Preparation

R&D tax credits calculated and captured for on time filing.

Finance Automation

We’ll review your systems and design a comprehensive finance tech stack that meets your needs.