Our Solutions

We tailor our supports to match your business needs, maximizing value while remaining cost-effective.

Whether you're just starting or need to optimize an existing setup, we help implement the right systems and tools, including an industry-specific chart of accounts and seamless system integrations. For any backlog bookkeeping, we'll address it efficiently and get you back on track. Our services ensure your financial operations run smoothly, with a focus on accuracy and efficiency.

Bookkeeping & Accounting

Fractional Controller & CFO

We provide businesses with expert financial oversight, offering high-level management without the need for a full-time hire. Our services are customized to address the unique needs of each business, ensuring streamlined financial operations, clear strategic direction, and informed decision-making. Acting as an extension of your team, we focus on delivering tailored solutions that drive growth, improve profitability, and enhance operational efficiency.

Support includes:

• Catch-up and cleanup bookkeeping

• Ongoing bookkeeping

• Smooth month-end closings and reconciliations

• A/P and expense management

• A/R and customer invoicing

• Payroll processing

• Financial statement

Support includes:

• Financial reporting and analysis

• Budgeting and forecasting

• Cash flow management

• Strategic financial planning

• KPI tracking and performance metrics

• Business model analysis

• Cost optimization strategies

• Risk management and compliance

• Operational efficiency improvements

Financial Tech Stack

We assess your business's financial technology stack to identify any gaps and opportunities for improvement. Then, we will optimize your current systems and tools. If needed, we will implement more suitable systems to enhance and streamline your financial operations.

Tax Assistance

As your business expands, managing taxes can become increasingly complex. Balancing books, taxes, and other responsibilities can be overwhelming. We offer integrated tax, bookkeeping, and accounting services to streamline your operations, reduce stress, and ensure compliance.

Support includes:

• Tax planning and forecasting

• Corporate tax preparation and filing

• Sales tax compliance and management

• Guidance on available tax credits and incentives

• IRS audit support and representation

• State franchise tax compliance and filings

Support includes:

• Financial tech stack assessment and gap analysis

• System optimization and integration

• Implementation of new financial tools and software

• Streamlining workflows and processes

• Automation of financial operations

• Ongoing system support and maintenance

• Data security and compliance solutions

Getting Started

#Step. 1

Discovery

#Step. 2

Onboarding

#Step. 3

Delivery

Getting started with us is simple, fast, and without any long-term commitment.

We assess your business and accounting needs to create tailored solutions that fit your specific requirements.

We provide ongoing support and deliverables, making strategic adjustments as your business grows to ensure continued alignment with your needs.

We gain access to your existing systems and tools, address any catch-up work, and optimize processes and systems to streamline your financial operations.

Industries Serving

We specialize in assisting startups and growing businesses across a variety of industries, offering tailored financial solutions to meet each sector's unique needs.

Here are some of the industries we work with:

SaaS

Tech Startup

E-commerce

Professional Services

Creative Agencies

Service-Oriented Businesses

Top-notch Systems

We work with industry-leading platforms and tools that startups are familiar with, carefully selecting the best-fit systems to build a robust tech stack that grows with your business.

Latest Blogs

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