Services

Our Essential Business Services comprise:

  • Accounting
  • Fractional CFO’s
  • FP&A
  • HR
  • Payroll
  • Benefits
  • Insurance
  • Taxes

STARTUP FINANCE & ACCOUNTING

We understand the pace, stress and craziness of startups and high growth businesses. We have worked within and as a partner to over 100 businesses over the past 10 years. We offer a range of services both broad and deep via a set of bundled cloud services. We help you succeed.

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  • 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
  • Corporate Insurance Evaluation & Selection
  • Tax Return Preparation & Filing
  • Delaware Franchise Tax Filing
  • R&D Tax Credit Analysis
  • Local Tax Compliance
  • Tax Accountant Management
  • 409A Valuation
  • Financial/ERP System Selection & Implementation
  • Real Estate Planning, Negotiation, & Management
  • Audit Preparation & Liaison

See how we can help you focus on your business.

Schedule a call to discuss your company’s unique needs
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