From strategic advisory to day-to-day management

WHAT WE DO

Pick the service you need today — most clients start in one area and expand as we earn the trust.

Finance

We step in as a seamless part of your leadership team right when you need us.

  • Build financial models and projections

  • Prepare for board meetings

  • Manage your cap table & administer stock grants

  • Make strategic decisions & manage risk

  • Seek financing

  • Focus on profitability

Accounting

We manage the accounting and bookkeeping process, ensuring your financial health.

  • Set up accrual-based accounting systems

  • Prepare financial statements

  • Build and reconcile inventory

  • Track cash flow

  • Create a budget

  • Assist with tax process & compliance

Bookkeeping

Rigorous accountants who keep a pulse on your accounts.

  • Record day-to-day transactions (based on evidence)

  • Reconcile accounts

  • Track accounts payable, incl. bills & 1099s

  • Track accounts receivable, incl. invoices & collections

Human Resources

We plan, manage and oversee your HR functions — taking care of the people who power your business

Business Management

We coordinate with everyone in your financial orbit so you don’t have to.

  • Lawyer, banker & insurance broker

  • Payroll provider & tax preparer

  • Employees, contractors & shareholders

  • E-commerce, marketplace & EDI integrators

Not sure which you need?

A quick call is the fastest way to find out.