OUTSOURCED FINANCE DEPARTMENT

WE MANAGE YOUR FINANCIAL NEEDS FOR LESS THAN AN
IN-HOUSE TEAM

A Comprehensive Fully Outsourced Finance Solution

Your finance needs may vary a great deal depending on where you’re at as a business. Your priorities might include:

Keeping financial discipline and analyzing actual vs. planned performance

Maintaining tidy books and providing timely reports to investors and managers

Planning and managing aggressive growth

Develop a mature financial setup to meet complex reporting needs

We will assign the right blend professionals in our team to manage your current financial and accounting needs.

We communicate with you via a single point of contact, available via instant messaging.

The team is flexibly adjusted as your needs evolve – pay only for what you need.

You pay a fee based on your needs, and we handle task assignment, HR, and supervision.

Professionals at your disposal:

CFOs

20+ Years experience in investment banks and multi-million dollar businesses

Assistance in complex projects such as M&A

Strategic planning for growth

Profitability optimization

Controllers

20+ Years’ experience in startups in NY and SF

Maintain financial discipline

Supervise financial staff

Month-end closing & reporting

Accountants

Administering payroll

Compiling reports & budgets

Preparing accounts and tax returns

Bookkeepers

Payment processing

Daily reconciliation

Recording & posting transactions

A Comprehensive Fully Outsourced Finance Solution

Your finance needs may vary a great deal depending on where you’re at as a business. Your priorities might include:

Keeping financial discipline and analyzing actual vs. planned performance

Maintaining tidy books and providing timely reports to investors and managers

Planning and managing aggressive growth

Develop a mature financial setup to meet complex reporting needs

We will assign the right blend professionals in our team to manage your current financial and accounting needs.

We communicate with you via a single point of contact, available via instant messaging.

The team is flexibly adjusted as your needs evolve – pay only for what you need.

You pay a fee based on your needs, and we handle task assignment, HR, and supervision.

Professionals at your disposal:

CFOs

20+ Years experience in investment banks and multi-million dollar businesses.

Assistance in complex projects such as M&A

Strategic planning for growth

Profitability optimization

Controllers

20+ Years’ experience in startups in NY and SF

Maintain financial discipline

Supervise financial staff

Month-end closing & reporting

Accountants

Administering payroll

Compiling reports & budgets

Preparing accounts and tax returns

Bookkeepers

Payment processing

Daily reconciliation

Recording & posting transactions

Case Studies

CASE STUDY #1

Manufacturer of Cosmetic and Beauty Products

CFO +

Controller +
Accountant +
Bookkeeper

The company was dissatisfied with the performance of their current in-house finance team.

Results Achieved:

✔ Significant savings in personnel & HR expenses

✔ Efficiency ratios improved significantly

✔ Better strategic decisions since sales & COGS data became available in real time

How We Helped:

✔ The new owners had upgraded their shopping cart to Bigcommerce & were using shipstation for fulfillment but the mapping needed to bring that information to QB online was not done properly leading to mistakes in the calculation of COGS and inventory count. We fixed the flow of information.

✔ They had different pricing tiers retail, wholesale & distributors but they were lacking a model that would allow them to adjust the price to all 3 in case the raw material cost would increase. We set up that model for them.

✔ They had a rewards system but the liabilities were not being booked into QB so we hacked a solution using Zappier to bring the information to the right place.

✔ Create systems & schedules or simply implemented best practices for inventory management.

✔ Outsourced bank & credit card reconcilliation, expense management.

✔ Improve collection of AR & help them negotiate better terms for AP

 

Case Studies

CASE STUDY #1

Manufacturer of Cosmetic and Beauty Products

The company was dissatisfied with the performance of their current finance team.

Results Achieved:

✔ Significant savings in personnel & HR expenses

✔ Efficiency ratios improved significantly

✔ Better strategic decisions since sales & COGS data became available in real time

How We Helped:

✔ The new owners had upgraded their shopping cart to Bigcommerce & were using shipstation for fulfillment but the mapping needed to bring that information to QB online was not done properly leading to mistakes in the calculation of COGS and inventory count. We fixed the flow of information.

✔ They had different pricing tiers retail, wholesale & distributors but they were lacking a model that would allow them to adjust the price to all 3 in case the raw material cost would increase. We set up that model for them.

✔ They had a rewards system but the liabilities were not being booked into QB so we hacked a solution using Zappier to bring the information to the right place.

✔ Create systems & schedules or simply implemented best practices for inventory management.

✔ Outsourced bank & credit card reconcilliation, expense management.

✔ Improve collection of AR & help them negotiate better terms for AP

 

Why Hire Us?

Top Talent Specialized in Startups

Experience in senior positions in multi-million  dollar tech and non-tech startups.

Single Point Of Contact

Accessible via instant messaging.

Get fast answers to your queries.

Flexibility

Hire us part time, for an interim period or for project-based assignments.

You can easily increase or decrease what you pay as your needs change.

Integrated Accounting Tools

 

We can help you implement automated accounting solutions.

Save time and resources on your billing & accounting.

Get real time data at a fraction of your current accounting costs.

How It Works

1. Request A Quote Or Book A Call

Get clarity and specificity on your financial needs. We’ll provide a risk-free quote for our services.

Click here to see our full list of services & pricing >

2. Personalized Solution

We will create a tailored plan to help you reach your objectives in the fastest way possible.

3. Meet your goals

Our compensation is tied to meeting specific goals for you. We are invested in your success from start to finish.

Why Hire Us?

Top Talent Specialised in Startups

Experience in senior positions in multi-million dollar tech and non-tech startups.

Single Point Of Contact

Accessible via instant messaging.

Get fast answers to your queries.

Flexibility

Hire us part time, for an interim period or for project-based assignments.

You can easily increase or decrease what you pay as your needs change.

Integrated Accounting Tools

 

We can help you implement automated accounting solutions.

Save time and resources on your billing & accounting.

Get real time data at a fraction of your current accounting costs.

How It Works

1. Request A Quote Or Book A Call

Get clarity and specificity on your financial needs. We’ll provide a risk-free quote for our services.

Click here to see our full list of services & pricing >

2. Personalized Solution

We will create a tailored plan to help you reach your objectives in the fastest way possible.

3. Meet your goals

Our compensation is tied to meeting specific goals for you. We are invested in your success from start to finish.

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.