Accounting and Finance Services

  • Accounting Operations

    Daily accounting function

    Vendor payments; billing & collections

    Cash flow tracking and reporting

    Bank account & credit card reconciliations

    GL reconciliations

  • Payroll & Compliance

    Payroll setup & execution

    Tax filings and compliance (local, state, federal)

    Equity management & stock option reporting

    Regulatory reporting (labor, benefits, payroll)

  • Business Modeling and Forecasting

    Budgeting & forecasting

    Board reporting

    Accounting policies

    GAAP Accounting

    Cash runway analysis

  • Systems & Process Setup

    Accounting software setup (QuickBooks, NetSuite, Xero, etc.)

    Finance process design & automation

    Internal controls & policy frameworks

    Integrations with HR/payroll or other ops tools

  • Strategic Advisory

    Financial strategy for scaling startups

    Fundraise preparation & valuation guidance

    M&A due diligence

    Fractional Controller advisory