COMPANY OVERVIEW

For pre-revenue startups through $1B revenue enterprises, we provide fractional CFO, COO, CPA, and investor relations support services. For private equity and venture capital funds, we provide compliance and reporting and offer interim strategy, finance, and accounting services for portfolio companies. Our team is comprised of resources at all levels, so that we can best meet your business needs: from CFO & COO to controller, manager, analyst, and accounting staff.

Financial Reporting

Accounts Payable & Receivable

Audit Support

Financial Review including CPA sign-off

Expedited reviews available

Deal Structure
Financial Modeling
Internal Systems
Market Strategy
Staff Structure

Cash Flow Management
Forecasting + Variance Analysis
Industry Benchmarks
KPI Dashboards
Resource Planning

Agreements
Capital Structure
Compliance Calendar
Governance
Insurance

Benefits + Payroll
Inventory Accounting
Advisory on Team-Buildout
Standard Operating Procedures

Board Presentations
Debt Negotiation
Fundraising Advisory
M&A Support
Valuation

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