Our Approach:

SCALED SERVICES FOR WHAT YOU WANT & WHEN YOU NEED IT.

We customize our services to fit your needs. We can complement your existing staff, or you can outsource all your finance, accounting and HR needs to us.

We can provide our services at your offices, but we specialize in providing our services remotely using cloud-based platforms and tools.

FIXED FEE, WITH NO SURPRISES.

Predictable and consistent fees mean you’ll be able to accurately budget for your outsourced finance and accounting services.

Accounting:

Whether you want to add to your existing team or completely outsource your finance and accounting functions, we offer reliable and economical options, including:

  • Bookkeeping
  • Bank reconciliations
  • Cash flow analysis and forecasting
  • Working capital management
  • Accounts payable processing
  • Signatory authority on bank accounts
  • Accounts receivable processing
  • Credit and collections
  • Financial statement preparation
  • Debt covenant calculations and compliance
  • Assistance with establishing preferred banking, legal, payroll, benefits and HR relationships
  • Management and investor reporting
  • Accounting system hosting
  • Accounting system migration
  • Accounting policies and procedures manual

Financial Advisory:

  • Outsourced part-time and interim CFO / Controller
  • Financial modeling – budgets, forecasts and projections
  • Equity financing
  • Venture debt sourcing, negotiation and selection
  • Strategic planning
  • Mergers and acquisitions support
  • KPI dashboard development and management
  • Data mining
  • Business intelligence
  • Cap table management

Audit and Transaction Support:

  • Capital raise advisory, due diligence and pitch decks
  • Internal audit
  • Audit preparation and support
  • M&A advisory, due diligence and pitch decks
  • Other transaction support

Tax:

  • Federal and state tax returns
  • Delaware franchise tax returns
  • 1099 filings
  • Business tax registration certificate filings and renewals
  • Business property statement form 571-L
  • R&D tax credit
  • Sales and use tax

Human Resources and Administration:

  • Recruiting and managing personnel issues
  • Compensation
  • Sales commission structuring
  • Benefits administration
  • Payroll
  • Employee handbook
  • Corporation insurance evaluation and selection
  • Real estate planning, evaluation and selection
  • Employee Stock Option Plan (ESOP) management