We worked with a fast-growing client in the DeFi space who needed a better way to track crypto other than in Excel. We met to discuss their crypto workflow, selected and implemented the crypto accounting system, automated their payables process, and maintained their ongoing bookkeeping.

We helped convert a web app developer’s accounting system to one that would produce accurate job costing records and yielded product line profitability. We also restructured his financials to give him insights and allow him to scale. Lastly, we developed a budget, set monthly closing schedules, created regular reporting with...

We worked with a blockchain startup that had been operating for a year but had kept no formal accounting system other than several spreadsheets in various locations. We took his “digital shoebox,” set up his general ledger, prepared his books for taxes, and gave him credible financials to present to...

We worked with a tech startup that was seeking a Series A round and wanted a second look at the financial models they had used for their pitch deck. We like to joke that the founder who has to handle the finances for a company drew the short straw when...

We work closely with our clients’ tax advisors, whether that is sharing our projections for the business for tax planning purposes or having strategic discussions around what is changing in the business so the tax advisor can help mitigate the tax liability. When we had an off-hand conversation with the...

While it is flattering for an investor to show interest in a company, it doesn’t always mean it’s a good move. When our client was approached by an investor we helped him take a step back and look at the offer from an objective, unemotional perspective.

After working with a mid-market service-based company for a few years, and maximizing the use and functionality of QuickBooks and relevant apps, it was time to upgrade them to an ERP. The client needed an integrated solution that handled the full order to cash process, from a CRM to scheduling,...