Services

Industries We Work In:

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We provide a diverse set of services spanning from interim leadership to operational accounting and financial reporting.

Business AssessmentPitch DecksAccountingFinancePeople and Culture

BUSINESS ASSESSMENT

Not sure where to focus your finite resources?  We can provide you with a written recommendation based on our years of experience building and transforming high-growth businesses.


Pitch Decks

This process is always collaborative with our Clients.  You are a critical part of your pitch and we will make sure your voice is heard throughout your deck.  We take the time to get to know you, provide a recommended outline and flow of content, the numbers supported by a bottoms-up financial model, and of course build your deck.


ACCOUNTING

End-to-end Accounting services come easy to us, so let us take over and give you what you need so you can focus on running your business.

Includes:

  • Maintain GAAP compliant financial books

  • Systems selection, implementation, and migration

  • Cash flow management

  • Automation and DBA testing

  • Optimize financial processes and procedures

  • Audit readiness, oversight, and support

  • Sales and Income tax support

  • Full Cycle Accounting (AP, AR, Month-End Close)

  • People Administration (Payroll, Time Management, On/Off Boarding)


FINANCE

Financial leadership at any stage of your business.

Includes:

  • Financial Planning and Analysis (FP&A)

  • Forecasting and Budgeting

  • Cost Management and Profit Maximization

  • Series A+/M&A financial support and due diligence processes

  • Board/Investor/Management reporting and communication

  • Cap table management

  • Vendor and banking relationships

  • Compliance support (Insurance, Business, Borrowing, Regulatory)

  • Finance team organization


PEOPLE AND CULTURE

We are partnered with the best of the best in People and Culture management. Whether in tech or business in general, one thing is for sure- the right talent is absolutely essential to success. Our partners can help you identify, acquire and retain Executive level talent.

Includes:

  • Strategic Executive level placements (Director+)

  • Talent acquisition consulting

  • Build and train talent acquisition organization

  • Org chart development

  • Interview training

  • Employer branding

  • Professional coaching and team building

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