Explore Our Services
Unsure what type of help you need? Just ping us and we will help you figure it out. We love meeting new startups!
Foundational
Build scalable infrastructure
Accelerators
Scale & grow with precision
- Bookkeeping (accrual or cash basis)
- Chart of accounts & tech stack optimization
- Month-end close
- Comprehensive financial reporting
- Operational accounting like payables, client invoicing, payroll & more
- Federal returns
- State/city/local Returns
- 1099 filings
- R&D tax credit
- Franchise tax filing
- Tax strategy
- And more
- Always-on finance team
- Custom financial model
- Monthly financial model actualization & forecasting
- Financial dashboard + custom metrics (unit economics/KPIs - LTV, CAC, RoAS, churn, etc.)
- Fundraise preparation
- M&A support
- Board presentation support & participation
- Strategic growth planning
- Ad hoc CFO support
- And more
General Client Profile
Capitalized
VC backed or well-capitalized by the founders, debt, etc. Although we do help a number of founders raise their initial rounds.
Product is In-Market
Currently in-market or gearing up to launch soon. We help many companies prep for launch or work through pivots to new business models.
SaaS, CPG, FinTech, HealthTech & More
A SaaS/tech, CPG/eComm, HealthTech, FinTech, or Web3 startup, although we are industry agnostic.
Wants a One-Stop-Shop
Fed up with poor low-service outsourced accounting support, and looking for a long-term, hands on and scalable accounting or finance partner (we support many of our clients from seed through exit)
One of the only true scalable & hands-on startup accounting firms
Our business model focuses around high-touch and long-term engagements, where we take our clients from seed all the way through exit.
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