For Entrepreneurs
Business growth could be closer than you think.
Are you sure you’re ready for it?
For Entrepreneurs
You need structure, systems, and insight to support your venture.
You're considering fundraising. But where to start? And what next?
You’re working through challenges of scaling and operationalizing.
You're preparing for an exit and want the best return.
You're attracting early stage investors to raise capitol.
You're ready to invest and need to evaluate for true star power.
You need ironclad fund accounting and crystal clear reporting for investors
You need to establish your fund's structure
and systems
Your tax bill is sky high and you
wish you were saving more.
You're looking to launch another fund, and need to start the process anew.
Financial Modeling & Scenario Mapping
Pro Forma, Fundraising Strategy, & VC Due Diligence
CFO Advisory
Controllership, Accounting, & Bookkeeping
Business Development & Growth Mapping
HR & Operations Support
Tech Stack
& Process Improvements
Exit Strategy & Hand-Off
Financial Modeling
Pro Forma Creation
Accounting Systems & Processes
Fundraising Strategy
Business Development
VC Targeting
& Pitch Prep
Entity Structure & Statutory Compliance
Cap Table Analysis
VC Due Diligence
CFO Advisory
Projections & Scenario Mapping
Accounting & Bookkeeping
Business Advisory
Controllership
HR &
Operations Support
Growth
Planning
Tech Stack Upgrades
M&A Consideration
Internal Process Optimization
Valuation Maximization
Recruiting & Retention
Deal Structure & Tax Prep
Budget-to-Actuals & KPI Analysis
Post-Acquisition Hand-Off
You're considering fundraising. But where do you even start?
You're working through the pains of early growth.
You're preparing for an exit and want your best return.
Your business has legs but you need structure, systems and insight.
Congrats on
your raise!
Now what...
You're struggling
to scale and operationalize your business.
We keep things flexible for you.
Jump
right in.
Hit the ground running with a specific project or problem.
(No-cost consultations and
rapid implementation.)
Adapt as
you go.
Scale up or down as your business changes and evolves.
(Flexible agreements, pay for what you utilize, and no minimums.)
Maintain consistency.
Connect with one point-of-contact and the team that works directly on your account.
(No pushy sales teams or needless hand-offs.)
Adapt as you go.
Scale up or down as your business changes and evolves.
(Flexible agreements, pay for what you utilize, and no minimums.)
Maintain consistency.
Connect with one point-of-contact and the team that works directly on your account.
(No pushy sales teams or needless hand-offs.)
We keep things flexible for you.
Jump right in.
Hit the ground running with a specific project or problem.
(No-cost consultations and
rapid implementation.)
What a custom engagement could look like.
From a solo startup to a 10-employee operation with robust HR, accounting, and financial reporting for their Board of Directors
→ Fundraising
→ Accounting & Financial Analysis
→ HR, Payroll, & Benefits
→ Recruiting & Onboarding
Mid-sized startup
10-15 hours
per week
From late sales tax payments and sporadic financial updates to automated transaction recording, timely tax filing, and daily reconciliation.
→ Accounting
→ Financial Reporting
→ Tax Strategy Coordination
→ Payroll
Small business
~ 5 hours
per week
From manual systems that could never scale to a hands-off program that received, interpreted, and properly organized all transactions.
→ Accounting
→ New GL Organization
→ Cash to Accrual Conversion
→ Annual Budgeting & Forecasting
Mid-sized startup
10-15 hours
per week
Average Monthly Spend: $$
Engagement includes:
-
Standard Accounting & Bookkeeping
-
CFO Consulting (2 hours per week)
-
Quarterly Investor Reporting
Average Monthly Spend: $$
Engagement includes:
-
Standard Accounting & Bookkeeping
-
CFO Consulting (2 hours per week)
-
Quarterly Investor Reporting
Average Monthly Spend: $$
Engagement includes:
-
Standard Accounting & Bookkeeping
-
CFO Consulting (2 hours per week)
-
Quarterly Investor Reporting
We offer hourly billing or base-plus retainers.
Monthly payments are based on...
In general:
-
Internal team support
-
Existing financial modeling and infrastructure
-
Frequency of compliance reporting, including sales tax, agency reporting, and Board of Directors requirements
For ongoing accounting:
-
Volume of credit card accounts, bank account transactions, vendor bills, and invoices sent
-
Complexity of existing automations, API connections, and systems integrations
For ongoing finance & CFO:
-
Leadership meeting cadence
-
Complexity of operating model
-
Strategic finance objectives
For ongoing HR:
-
Number of employees
-
HR compliance requirements
For startups:
-
Capital raise timeline
We offer hourly billing or base-plus retainers.
Monthly payments are based on factors such as:
-
Internal team support and company size
-
Existing financial modeling and infrastructure
-
Frequency and complexity of compliance requirements
-
Volume of accounts, transactions, bills, and invoices
-
Existing automations or integrations
-
Complexity of operating model & strategic objectives
See where your cash is going.
Plug in basic data points to gut-check your cash position according to key metrics and ratios.
Here’s how we run your business finances.
The right blend of fractional experts
Work with the right people for every task, whether standard ops or niche issues.
Experience at all stages of business growth
Build alongside your support system, from idea to capital raise to growth to exit.
Practical analysis and decisive prioritization
Gain stability, fix the big stuff first, and distinguish “now” vs. “later” initiatives.
Direct relationships
with lenders & vendors
Offload 100% of admin, from credit negotiations to vendor comms and payments.
One eye on the future
to mitigate risk
Let us worry about insurance audits, regulatory compliance, and any pitfalls.
Here’s how we run your business finances.
The right blend of fractional experts
Work with the right people for every task, whether standard ops or niche issues.
Practical analysis and decisive prioritization
Gain stability, fix the big stuff first, and distinguish “now” vs. “later” initiatives.
Direct relationships
with lenders & vendors
Offload 100% of admin, from credit negotiations to vendor comms and payments.
One eye on the future
to mitigate risk
Let us worry about insurance audits, regulatory compliance, and any pitfalls.
Interstate, international,
and multi-currency support
CPA-certified accountants with diverse experience
Fluent on 30+ financial platforms and tools
Interstate, international, and multi-currency support
CPA-certified accountants with diverse experience
Fluent on 30+ financial platforms and tools