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Outsourced Crypto CFO
Crypto Controller
Crypto Accounting
Crypto Bookkeeping
Resources
Blog
Webinars
About
Contact
Schedule a Call
Services
Outsourced Crypto CFO
Crypto Controller
Crypto Accounting
Crypto Bookkeeping
Resources
Blog
Webinars
About
Contact
Conquering the Complexities of Crypto Accounting
Conquering the Complexities of Crypto Accounting
Anna MaskerNovember 24, 2020
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.
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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
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...
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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
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...
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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
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...
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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
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...
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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
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.
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Right-Sizing the Accounting System: ERP Selection / Deselection
Right-Sizing the Accounting System: ERP Selection / Deselection
Anna MaskerSeptember 12, 2020
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,...
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Conquering the Complexities of Crypto Accounting
Conquering the Complexities of Crypto Accounting
Anna MaskerNovember 24, 2020
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 ...
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
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 ...
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
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 ...
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
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 ...
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
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 ...
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
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 ...
Read More
Right-Sizing the Accounting System: ERP Selection / Deselection
Right-Sizing the Accounting System: ERP Selection / Deselection
Anna MaskerSeptember 12, 2020
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 ...
Read More
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