Corporate Financial Services

We offer six main service areas and outsourced partnering. Our breadth of services covers all aspects of the back office, from accounting to finance to HR to legal. Hire us to drive revenue, cut costs and achieve financial transparency.

Finance & Accounting

  • Bookkeeping

  • Budgeting

  • Cash Forecasts

  • Financial Planning & Analysis

  • Invoicing

  • Monthly Reporting

  • Vendor Payments

Advisory

  • Due Diligence

  • Fundraising

  • Investments & 401K

  • M&A

  • Partnerships

  • Restructuring

Sales Operations

  • Headcount Forecasting

  • Order Forms

  • Pipeline

  • Quotas & Commissions

  • Sales Agreements

  • Sales Forecasting

  • Salesforce

Investor Relations

  • Board Presentations

  • Investor Reporting

  • Networking/Events

Strategy

  • Corporate Scenarios

  • Market Size

  • Management Consulting

  • Research

Systems

  • Bookkeeping

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

  • FP&A

  • Sales & Marketing (CRM, Sales Automation)

Professional Services (Partners)

  • Audit

  • Banking

  • Brokerage

  • Legal

  • Tax

  • Valuation

Contact us

Interested in learning more? Please reach out via our contact form. We will be in touch shortly.