Develop a scalable accounting infrastructure aligned with the vision
Implement the tech stack
Standardize and document processes & controls
Maintain accounting & compliance reporting, adapting as business evolves
Provide strategic advice through projections, forecasts, ad-hoc analysis & CFO advisory
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 dashboards of KPIs, and meet at least monthly for financial reviews and strategy sessions.
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 investors.
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 the partners were divvying up responsibilities.
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 CPA about the client, he mentioned that the client could qualify for R&D tax credits. We worked with the accounting staff to thoroughly review the financials and projects and came up with tens of thousands of dollars in tax credits.
Our core values represent our mission of providing an inclusive workplace and our services to others and our community.
We strive to make continual incremental improvements in our work, personal lives, and our knowledge every single day.
We describe "Tribe" as an inclusive term, meaning the people, vendors, family and teammates we care about. As a team, we care for each other, hold each other accountable as we try to balance work and family.
We are grateful for the opportunities we have had and want to give back to those who need our help. We are committed to giving back to our community through causes we believe in and are laser-focused on diversity in filling future positions and selecting vendors from disadvantaged communities.
We are self-starters and hold ourselves to the highest standards. We are accountable to ourselves and to our fellow teammates and we are responsible for providing an amazing client experience.
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