Services

We offer a breadth of services ranging form accounting to analysis to fundraising. Hire us to benefit from our bespoke financial services offerings and drive revenue, cut costs and achieve financial transparency.

Financial Planning & Analysis

Solutions for core, day-to-day finance functions.

  • Books

  • Budgeting

  • Cash Forecasts

  • Financial Planning & Analysis

  • Invoicing

  • Monthly Reporting

  • Vendor Payments

Advisory

Professional advisory for transactions and partnerships.

  • Due Diligence

  • Fundraising

  • Investments & 401K

  • M&A

  • Partnerships

  • Restructuring

  • Strategy (Competitive, Management, Market, Research)

Professional Services

Referrals and managed outsourced professional services.

  • Audit

  • Banking

  • Brokerage

  • Legal

  • Tax

  • Valuation

Investor Relations

Professional advisory for boards, investors & prospects.

  • Board Presentations

  • Investor Reporting

  • Networking/Events

Sales Operations

Solutions for core, day-to-day sales and finance functions.

  • Headcount Forecasting

  • Order Forms

  • Pipeline

  • Quotas & Commissions

  • Sales Agreements

  • Sales Forecasting

  • Salesforce

Systems

Technology implementation and ongoing support.

  • Accounting

  • HR (Payroll, Benefits, 401K, Stock Options)

  • FP&A

  • Sales & Marketing (CRM, Sales Automation)

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!