OUr FInance and Back OFfice Services:

With decades of combined experience in both public and private finance functions, we know how to build lean, effective processes that free up founders and operators to focus on what they do best: growing the business. From streamlining your monthly close to preparing for investor scrutiny, we bring clarity, structure, and forward-looking insight to your financial operations.

Setup Services

Finance Software Setup

Chart of Accounts

Entity Planning and Formation

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

Core Accounting

Bookkeeping & Accounting (Catch-up services available)

Billing, Accounts Receivable (AR), Collections

Accounts Payable (AP)

Payroll, 401k, Benefits Management

Monthly, Quarterly, and Annual Close

Cash Flow Planning

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)

Tax Planning

Tax Preparation

Tax Filing and Amendments

Advanced

Stock compensation plans and valuation

ESOP

Reasonable Compensation Analysis for S-Corporations

Growth and Scale

Sales Forecasting/Actuals

Investor Readiness, Due Diligence

Cost and Spend Reductions

Systems and Processes

Accounting & Finance Policies & Procedures

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

Improve Business Processing Time with Automation

Business Process Improvements

Event Planning and Production

SKOs

All hands

Annual Meeting

Tradeshows

Client Appreciation Events

President's Club Trips