Your trusted thought partner through each stage of your startup's journey.

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Right service. Right talent. Right time.

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Financial & Accounting Services

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Strategic Growth Marketing

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Human Resources

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Early Stage
You are poised to Launch. You are building the foundational elements and infrastructure needed to scale.
How We Can Help
Venture Funded
Time to grow. You secured financing and need to achieve key milestones.
How We Can Help
Late Stage
You are building defensible systems, optimizing your team,  and focusing on your killer KPI's and exit.
How We Can Help

Accounting & Finance

Powering actionable business insights through sound financial practices

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Client Name

Accounting & Finance Services:

Early-Stage
$129
/ Year

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
Funded
$129
/ Year

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
Late-Stage
$129
/ Year

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
Book a free consultation with our CXO - Jeré O'Leary

Strategic Growth & Channel Services

Creating the foundation for your pipeline while minimizing burn

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Client Name

Strategic Growth & Marketing Services:

Early-Stage
$129
/ Year

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
Funded
$129
/ Year

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
Late-Stage
$129
/ Year

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
Book a free consultation with our CXO - Jeré O'Leary

Human Resources

Centering the employee experience to maximize your potential

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Client Name

Human Resource Services:

Guidance and support through the full employee lifecycle: Attracting, Recruiting, Onboarding, Development, Retention, Separation and exit

$129
/ Year

Foundation

Baseline employee benefits package
Baseline pay for founders
Compensation model & packages 
Employer Brand
Stock compensation   

Attraction

Baseline employee benefit package 
Compensation model & packages 
Employer Brand
$129
/ Year

Recruiting Operations

EEOC compliant interview guidelines
Employee Offer Letters & Contracts
Employment forecasting 
Job descriptions
Interview Training

Onboarding Process

Employee  Orientation
Employee Onboarding
30, 60, 90 reviews
Employer Brand

Development

Career pathing
Employee Training Programs
Leadership training
Thought Leadership
$129
/ Year

Retention

Culture Integration
Work Culture
Define and activate change champions
Diversity, Equity, Inclusion & Belonging
Employee messaging and communications
Functional audit of roles and responsibilities
Performance Management
Employee Engagement Surveys

Separation

Exit Interviews
Facilitate Cobra
Employee Exit Strategy
Book a consultation with our CXO - Jere O'Leary