Smart Finance for Fast-Moving Teams

With decades of experience across public and private finance functions, we specialize in building lean, scalable financial systems that let founders and operators stay focused on growth. Whether you're streamlining your monthly close, preparing for investor due diligence, or looking to future-proof your back office, we bring clarity, structure, and strategic insight to every aspect of your financial operations. Need broader support? We’ve got your back with flexible solutions for all your back-office needs.

Setup Services

Entity Planning and Formation

Articles of Incorporation, Articles of Organization, Bylaws, Non-profit Formation

Finance Software Setup

Chart of Accounts Creation

Core Accounting

Bookkeeping & Accounting (Catch-up services available)

Accounts Receivable (AR) - Billing and Collections

Accounts Payable (AP)

Payroll, 401k, Benefits Management

Annual 1099 Preparation and Filing

Monthly, Quarterly, and Annual Close

Cash Flow Planning

Sales Tax Filing

Core Finance

Monthly/Quarterly/Annual Financial Reporting Packages

Annual Budgeting

Forecasting & Financial Modeling with Variance Analysis (monthly or quarterly)

Financial Planning and Analysis (FP&A)

Growth and Scale

Sales Forecasting/Actuals

Investor Readiness, Due Diligence

Cost and Spend Reduction, Procurement Discipline

Tax

Tax Planning

Tax Preparation and Filing (and Amendments)

Payroll Tax Adjustments

Audit Support

R&D Tax Credit Calculation and Support

Advanced

Equity Planning

Stock compensation plans and valuation

ESOP

Reasonable Compensation Analysis for S-Corporations

Systems and Processes

Implementations Support for Enterprise Finance

Accounting & Finance Policies & Procedures

Internal and External Audit Support (401K, Department of Labor, Payroll, etc.)

Business Process Improvement and Automation

Corporate Event Planning and Production

SKOs

All hands

Annual Meeting

Tradeshows

Client Appreciation Events

President's Club Trips