Startups
From day one to Series A, we help you keep the books, build a financial strategy, and prepare for investor scrutiny.
Scale Ups
You're established and growing. We give you the financial reporting, cash flow management, and CFO-level strategy to keep a solid footing.
SBIR
We know SBIR accounting. Stay effortlessly aligned with government requirements and always be audit-ready.
%20(4).svg){kind=logo}
Bookkeeping & Accounting Services
- Transaction processing
- Accounts payable & receivables management
- Bank & credit card reconciliations
- Monthly close & journal entries
- Monthly financial reporting package
- Complex chart of accounts management
- Catch-up & clean up accounting
Controller Services
- Financial statement preparation & review
- Month-end & year-end close management
- Internal controls & risk management
- Revenue recognition & deferred revenue management
- Multi-entity & consolidated financial reporting
- Audit & tax preparation support
- Fixed asset & depreciation management
- Accounting system optimization & integration
- Cash & treasury management
CFO Services
- Fractional CFO & advisory services
- Financial strategy & business planning
- Cash flow forecasting & liquidity planning
- Budgeting & financial modeling
- Investor & board reporting
- Fundraising & capital structuring
- M&A, due diligence, & exit planning
- KPI development & performance tracking
- Profitability & cost analysis
- Tax strategy & optimization
SBIR Services
- SBIR grant budgeting & allocation
- Cost share & matching fund management
- SBIR drawdown requests & fund utilization
- Federal grant reporting & documentation
- Audit trail maintenance for SBIR funds
- Time & effort reporting for SBIR employees
- Indirect cost rate calculation & documentation
- Compliance with cost principles (FAR, OMB A-21, A-110)
- SBIR proposal budget development
- Financial risk assessment for SBIR projects
Integrations
- E-commerce: Shopify, Stripe, Amazon Seller Central
- SaaS & Recurring Revenue: Chargebee, Recurly, SaaSOptics
- Professional Services: QuickBooks, Bill.com, Keeper, Payroll
- Retail & Inventory Management: Square, NetSuite, Dear Systems
- Manufacturing & Construction: Procore, Buildertrend, Fishbowl
Don't see your tools? We do custom integrations.
