Services: Crypto Accounting We worked with an early stage FinTech company that transacts in cryptocurrency. They were looking for a way to record their crypto transactions and had approached a number of accounting firms and accounting software providers before they were referred to us. Before we set them up with...
Services: CFO/Advisory Our web app developer client started his company– like most companies do– at the kitchen table or, in his case, his garage. When the company grew, however, the finance and accounting processes got left in the garage. Despite having a multi-million dollar business, the founder was handling the...
Services: CFO, Accounting We worked with a startup company that had been operating for a year but had kept no formal accounting system other than a number of spreadsheets in various locations. The spreadsheets worked fine for a while, however, the client needed to raise funds from outside investors and...
Services: CFO 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...
Services: CFO 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...
Services: CFO/Advisory 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. It triggered...
Services: CFO/Advisory We often come across companies that have either outgrown their existing accounting system or are on an ERP (Enterprise Resource Planning) system that is overkill for their needs. After evaluating their needs and workflow, we helped a small startup that was on a mid-market accounting system convert to...
Services: Crypto Accounting We worked with an early stage FinTech company that transacts in cryptocurrency. They were looking for a way to record their crypto ...
Services: CFO/Advisory Our web app developer client started his company– like most companies do– at the kitchen table or, in his case, his garage. When ...
Services: CFO, Accounting We worked with a startup company that had been operating for a year but had kept no formal accounting system other than ...
Services: CFO We worked with a tech startup that was seeking a Series A round and wanted a second look at the financial models they ...
Services: CFO We work closely with our clients’ tax advisors, whether that is sharing our projections for the business for tax planning purposes or having ...
Services: CFO/Advisory 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 ...
Services: CFO/Advisory We often come across companies that have either outgrown their existing accounting system or are on an ERP (Enterprise Resource Planning) system that ...
SERVICES
ABOUT US
RESOURCES
PROUD MEMBERS OF
