Our Services
Accounting & Finance
- Bookkeeping
- Accounts Receivable
- Accounts Payable
- Revenue Recognition
- Expense Reporting + Reimbursements
- Bank Reconciliations
- Monthly Accounting + Financial Reporting
- Yearly Accounting + Financial Reporting
Advisory & Optimization
- Forecasting + Budgeting + Planning
- Cash Flow Analysis
- KPI Tracking + Reporting
- MD&A Reporting
- Fundraising Advisory + Support
- Due Diligence Support
- Board / Investor Communication + Decks
- M&A Support (diligence, decks, structures, etc)
- Cap Table + Stock Option Management
- Banking Relationships
Administration & Operations
- Payroll
- HR Administration
- Organizational Structure Advisory
- Employee Onboarding + Offboarding
- Benefits Administration Support
- Handbook Development Support
Technology & Risk
- Advise on Financial / ERP System Selection
- Advise on General Technological Trends
- General Liability Insurance
- Employment Practices Liability Insurance
- Errors & Omissions Insurance
- Directors & Officers Insurance
- Cyber Liability Insurance
- Corporate Insurance Evaluation + Selection
Tax & Legal
- Support with Sourcing + Selecting Tax Professionals
- Liason with Tax Accountants for Preparation + Filing
- Support with Sourcing Legal Professionals
- Liason with Legal Professionals on Business Matters
What We Don’t Do
- Tax Advice & Strategy
- Income Tax Filings
- Recruiting & Terminations
Software & App Stack
- Quickbooks Online, Xero, Sage, NetSuite, Dynamics 365
- Google Suite, Microsoft Office Suite
- Gusto, Rippling, Zenefits, ADP, Paychex
- Bill.com, Airbase, Expensify, Divvy, Ramp
- Slack, Teams, Discord, Zoom, Google Meet
- Notion, Asana, Monday, Trello, Teamwork, Airtable, Harvest
- PayPal, Wise, Venmo, Xoom, etc.
- Carta, Salesforce, Legalzoom, etc.
- Metamask, Coinbase, Binance, Ledger, Trezor, etc.