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
Strategic 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
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