Accounting & Finance Services:
Daily processes and compliance practices as a foundation for growth
Chart of accounts
Accounts payable & receivables
Payroll processing
Reliable monthly close
Internal controls
State and local tax compliance
Sales tax risk assessment
Avalara implementation
Multi-currency considerations
Accounting clean-up
Cap table reconciliation
Scaleable tech stack
Bookkeeping Service
Finance Consulting Services
Finance & Accounting reports as a decision-making tool
Burn rate and cash-out analysis
Financial reporting framework
Board meeting preparation and support
Revenue recognition (ASC 606)
Cost of goods sold analysis
Lease accounting treatment
R & D tax credit
Coordination with CPA firm on tax/GAAP treatment
409a valuation coordination
Planning and systems for scale
Audit readiness
Data room for due diligence
Financial planning and forecasting
Multi entity consolidation
Scalable tech stack
Online solutions and payment engine integration
Baseline pay for founders
Stock compensation
Finance Consulting
Accounting Consulting
Strategic Growth & Marketing Services:
Define and quantify the impact and value your product has on your ideal customer
Founder story
Mission & goal matrix (MGM)
brand positioning
Customer Journey Map and Service Blueprint
Product messaging Framework
Website & UX Audit
Pitch Coaching / Pitch deck creation
CEO as a Brand
We help you activate the channels that lead to sales and revenue
Go To Market Playbook
Digital Strategy
Website design & Build
SEO/SEM
Content Marketing Strategy
CX Culture catalyst workshop
Internal Communications
Crisis Communication Playbook
Position your company for acquisition or scale
Strategic positioning for exit
GTM Plan 2.0
Board advisory & connection
Key stakeholder communications
Investor Communications
Leverage market authority
Media Training
.webp)
.svg)