Accounting + Finance

Grow Your Organization Confidently with Your Fractional CFO

Our fractional CFOs specialize in guiding startups through the intricate process of scaling. We ensure your startup follows the best path to long-term success by providing:

• Financial Modeling: Creating detailed financial models to support decision-making.
• Annual Planning & Forecasting: Ensuring your financial plans are aligned with your growth objectives.
• Strategic Planning: Crafting long-term strategies tailored to your business goals.
• Long-Range Financial Planning: Preparing for sustainable growth and future opportunities.

Expand your operating capital and reach key milestones to secure the best terms for your upcoming funding round through:

• Budgeting: Develop detailed budgets to manage your resources efficiently.
• Cash Management: Optimizing cash flow to maintain liquidity.
• Financial Planning & Analysis (FP&A): Analyzing financial data to inform strategic decisions.
• Treasury: Managing your financial assets to maximize returns.

Utilize our investor expertise to obtain the most advantageous investment deals for your startup:

• Pitch Decks: Crafting compelling pitch decks to attract investors.
• Due Diligence Guidance: Providing comprehensive support during the due diligence process.
• Strategic Connections: Connecting you with potential investors and service partners.
• Key Performance Indicators: Identifying and tracking key performance indicators crucial for investors.

Our fractional CFOs seamlessly join your team, managing financial operations so you can focus on driving growth:

• Financial Oversight: Monitoring and managing financial performance.
• Board Management: Providing financial insights and reporting to your board of directors.
• Investor Management: Supporting you in keeping investors informed. 
• Process Optimization: Streamlining financial processes for efficiency and scale.

We Focus on Accounting so You Can Focus on Your Core Business

Gain access to senior accounting experts supported by a professional services team dedicated to your company’s success:

• Full-Service Transactional Accounting: Managing all your bookkeeping needs.
• Chart of Accounts Setup: Structuring your financial accounts for clarity and efficiency.
• Accounts Payable / Expense Reports: Handling vendor payments and expense tracking.
• AR/Collections: Managing accounts receivable and collections.

Utilize the top financial technologies tailored to your startup’s requirements:

• Accounting Software: Selecting and implementing the right accounting software.
• ERP: Implementing enterprise resource planning systems to streamline operations.
• Spend Management: Monitoring and controlling business expenses.
• Payroll Management: Ensuring accurate and timely payroll processing.
• Inventory Management: Managing inventory levels efficiently.

Remain ahead with adaptable accounting systems and robust controls:

• Scalable Accounting Systems: Implementing systems that grow with your business.
• Process Development: Establishing robust financial processes.
• Internal Financial Controls: Setting up controls to safeguard your finances.

Let us manage your daily accounting tasks, allowing you to concentrate on expanding your business:

• Daily/Weekly Accounting: Keeping your books accurate and up-to-date.
• Monthly Reporting Package: Providing monthly profit and loss statements, balance sheets and cash flow statements.
• Quarterly Reporting: Offering comprehensive quarterly, board, and investor-ready financial reports.