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
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
Book a free consultation with our CXO - Jeré O'LearyStrategic Growth & Channel Services:
Define and quantify the impact and value your product has on your ideal customer

Founder story

Product messaging

Value to consumer (VTC)

Market & audience Validation (MAV)

Thought leadership positioning

Mission & goal matrix (MGM)

Financial modeling

Culture catalyst workshop

CEO as a Brand

Igniting culture

Pitch deck creation

Pitch coaching

Media Training

Board advisory & connection
Calculate the ROI and build the channels that lead to sales and revenue

GTM Strategy

Growth Marketing

Channel Strategy

Channel Partnerships

Product testing & research

Market & Customer Validation

Revenue Strategy

Financial Model

Investor Communications

Digital Strategy

Ad Creation

Analytics

Crisis Communication Playbook
Position your company for acquisition or scale

Strategic positioning for exit

Optimizing ROI on campaigns

GTM Plan 2.0

Growth & account based marketing

Key stakeholder communications

Leverage market authority

Media Outreach

Internal Communications

scale market authority
Book a free consultation with our CGO - Denise Walz