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Controller
Accounting
Resources
Blog
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About
Contact
Schedule a Call
Services
CFO
Controller
Accounting
Resources
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About
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Conquering the Complexities of Crypto Accounting
Conquering the Complexities of Crypto Accounting
Anna MaskerNovember 24, 2020
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...
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Setting Up A Scalable Finance Function Beyond the Kitchen Table
Setting Up A Scalable Finance Function Beyond the Kitchen Table
Anna MaskerNovember 21, 2020
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...
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Financial System and Reporting Setup: Working the “Digital Shoebox” into Solid Financials
Financial System and Reporting Setup: Working the “Digital Shoebox” into Solid Financials
Anna MaskerNovember 7, 2020
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...
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Helping the Founder Who Drew the Short Straw: Pitch-Deck Financial Model Review
Helping the Founder Who Drew the Short Straw: Pitch-Deck Financial Model Review
Anna MaskerOctober 24, 2020
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...
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An Off-Hand Conversation Yields $10,000+ In Savings — Maximizing the R&D Tax Credits
An Off-Hand Conversation Yields $10,000+ In Savings — Maximizing the R&D Tax Credits
Anna MaskerOctober 10, 2020
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...
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Going Beyond Flattery — Financial and Projections and Strategy for Investor Conversations
Going Beyond Flattery — Financial and Projections and Strategy for Investor Conversations
Anna MaskerSeptember 26, 2020
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...
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Right-Sizing the Accounting System: ERP Selection / Deselection
Right-Sizing the Accounting System: ERP Selection / Deselection
Anna MaskerSeptember 12, 2020
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...
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Conquering the Complexities of Crypto Accounting
Conquering the Complexities of Crypto Accounting
Anna MaskerNovember 24, 2020
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 ...
Read More
Setting Up A Scalable Finance Function Beyond the Kitchen Table
Setting Up A Scalable Finance Function Beyond the Kitchen Table
Anna MaskerNovember 21, 2020
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 ...
Read More
Financial System and Reporting Setup: Working the “Digital Shoebox” into Solid Financials
Financial System and Reporting Setup: Working the “Digital Shoebox” into Solid Financials
Anna MaskerNovember 7, 2020
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 ...
Read More
Helping the Founder Who Drew the Short Straw: Pitch-Deck Financial Model Review
Helping the Founder Who Drew the Short Straw: Pitch-Deck Financial Model Review
Anna MaskerOctober 24, 2020
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 ...
Read More
An Off-Hand Conversation Yields $10,000+ In Savings — Maximizing the R&D Tax Credits
An Off-Hand Conversation Yields $10,000+ In Savings — Maximizing the R&D Tax Credits
Anna MaskerOctober 10, 2020
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 ...
Read More
Going Beyond Flattery — Financial and Projections and Strategy for Investor Conversations
Going Beyond Flattery — Financial and Projections and Strategy for Investor Conversations
Anna MaskerSeptember 26, 2020
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 ...
Read More
Right-Sizing the Accounting System: ERP Selection / Deselection
Right-Sizing the Accounting System: ERP Selection / Deselection
Anna MaskerSeptember 12, 2020
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 ...
Read More
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