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Our Services

We service small-to-midsize businesses in all industries, as well as startups, VC-backed, SaaS and technology companies.

Small to Mid-sized, Growing Companies

  • Tax Preparation
  • Tax Planning
  • Tax Problems & IRS Problem Resolution
  • Small Business Accountant
  • Bookkeeping
  • QuickBooks Accountant

Early Stage & Venture Capital-backed Entities

  • Preparing Founders for Investor Pitch Meetings
  • Managing the Cash Runway
  • Investor & Bank Due Diligence
  • Coordinating First Year & Subsequent Annual Financial Statement Audits
  • Preparing GAAP Compliant Financial Statements

CFO Solutions Back Office

  • Payroll Accounting
  • Cash Flow Management
  • Business Finance Consultant
  • Strategic Business Planning
  • New Business Planning

Software & Technology Companies

  • Software Development Accounting
  • Research & Development Tax Credit Calculations

SaaS Companies

  • Implementing Automated Invoicing Processes
  • Calculating & Reporting on Your MRR
  • Helping You Understand & Manage Your KPIs

Contact Us Today To Schedule Your Free Consultation