Finance & Accounting for Startups & SMBs

Tired of mediocre bookkeeping? Ready to unlock financial insights and take your business to the next level?
Let's chat!

Our Services

Helping small businesses navigate the challenges of growth by turning your financial data into strategic insights.

Upgrade Your Bookkeeping

  • Customized Chart of Accounts for improved analysis & reporting
  • Speedy close for timely reporting
  • Automation & process deployment to improve cost control

Fractional CFO Services

  • Strategic planning, budgeting, and cash flow modeling
  • Development of KPI dashboards and product margin analysis to improve unit economics and cash flow
  • Capital management: ROI/investment analysis, M&A, fundraising, and cap table management

Special Projects / Consulting

  • Supplement your finance/accounting team with extra bandwidth during a busy season
  • Ad hoc analysis & consulting to support one-off strategic decisions such as new market entry, new product development, M&A, etc.
  • Support/lead projects such as coordinating a GAAP audit, implementing new systems & tools, etc.
Learn More!

About Us

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Our Story

Client Testimonials

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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
Client Name
“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
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How to Get Started

  1. Schedule a free consultation. We’ll discuss your company’s specific needs and the services that will benefit your company the most.

  2. If it seems like there’s a fit, we offer a complimentary Financial Health Check to review your current Finance & Accounting practices. We’ll determine the key areas of opportunity for improvement and have a good sense of the level of engagement required to bring your company’s Finance & Accounting up to best-in-class standards. The Financial Health Check is a no-obligation service, and we highly recommend at least going through this process to learn more about where your business can improve!

  3. If it makes sense, we’ll be excited to join your team and work hard to propel your business to the next level!
Schedule your Free Consultation!

Let's chat!