Financial Solutions Tailored
to Your Business

Our Unbeatable Services

Experience a wide range of financial services included in our interim CFO offerings, designed to support your business throughout its growth and evolution. We provide adaptable, cost-effective solutions to meet the unique financial needs of your company at every stage of its lifecycle.

Year-Round Bookkeeping

AP (bill.com/expensify)

Reconciliations (Bank, Credit cards, Wallets & Exchanges)

Accounts Receivable

Revenue Recognition

Revenue Policies

Revenue Models

Accounting & controllership

G/L Management

Month-end Close Process

Design Accounting

Policy Review & Improvement

Audit

Annual Audit Preparation & Representation

Systems Implementation

Systems Implementations & Conversion

Budget & Forecast

Budget Management

13-week Cash Flow

3-5 Year Financial Model

Model KPIS

Human Resources

Payroll Preparation & Support

1099 Contractor Preparation

Employee Onboarding

Benefits Management

Inventory Management

Inventory Setup

Inventory / COGS Reconciliation

Inventory Modeling

Inventory Management PO Generation & Receiving

Systems Setup

QBO Setup (Bank Accounts, Bill Payment etc.)

Chart of Accounts Set-Up

Bill.com & Expensify setup

CPA Firm Selection & Onboarding

Investor Reporting

Board/Investor Deck

409A Support

Compliance

Income Tax Return Support

Debt Covenants

Sales Tax Return Preparation & Submission

Fundraising

Fundraising Deck & Supporting Analyses

Due Diligence Preparation & Representation

Transaction Support