- Accounting/Monthly Financial Reporting
- Accounts Payable
- Accounts Receivable
- Sales Tax Compliance
- Revenue Recognition
- Expense Reimbursements
- Bank Reconciliation
- Budgeting/Planning
- Cash Burn/Forecasting
- KPI Dashboard Development
- Variance Analysis & Reporting
- Fundraising Advisory & Support
- Due Diligence Support
- Board/Investor Communication and Decks
- M&A Support (diligence, decks, structures, etc)
- Venture Debt Sourcing, Negotiation, Support
- Cap Table/Stock Option Management
- Banking Relationships
- Payroll
- HR Administration
- Onboarding/Offboarding
- Benefits Administration & Advisory
- Handbook Development
- Organizations Structure Advisory
- General liability insurance
- Employment practices liability insurance
- Errors and omissions insurance
- Directors and officers insurance
- Cyber liability insurance
- Tax Accountant Management
- Corporate Insurance Evaluation & Selection
- Financial/ERP System Selection & Implementation
- Real Estate Planning, Negotiation, & Management
- Audit Preparation & Liaison