Your management team shouldn’t have to spend valuable time juggling the numbers – Instead, use you time to focus on your core competencies, and we’ll do the rest!
We offer:
Here are examples of the services we provide our clients:
- Day-to-day bookkeeping, including accounts payable, 1099 reporting, accounts receivable, payroll process, payroll taxes, quarterly reporting, and W2s.
- Monthly Closes, Financial Statement Preparation and Analysis
- Expanded Monthly Financial Statement Package with Updated Projections and Charted KPIs
- Translate financial results into insight and an easily understandable narrative.
- Advise on complicated revenue recognition questions and industry-specific metrics like ARR and LTV.
- Document File Storage and Maintenance
- Income Tax Planning and Preparation, including R&D Tax Credits
- Grant Tracking/Reporting
- Audit-Friendly Internal Controls
- Modeling and Budgeting, weekly or monthly cash flow forecasting.
- Primary Liaison with Insurance, Legal, Audit, Investors, and Bankers
- Cap Table Management/Option Tracking
- Board and Investor Reporting
- M&A/Due Diligence
