We are a Partner - not a Service Provider
Building a relationship and getting to know your company is our first order of business.
We become part of your team, letting you focus on all the other critical factors that impact your company.
For entrepreneurs, there typically aren't enough hours in the day to do what needs to be done. We are a trusted advisor that keeps you informed while keeping the administrative details out of your way.
We want to get to know your business better. See how we can help you today. Not sure if you're a fit? We do free consultations.
Onboarding
Introductory Meeting
Free consultation. We learn more about your business, strategy, and goals. If there is a good fit, we move to the next step.
Assessment
We perform a deep dive to understand the direction and needs of your business, and review your financials.
Statement of Work
We develop a detailed SOW based on a comprehensive solution for your company.
Implementation
We setup systems, transfer and clean up your financials, create standardized processes, and put best practices into effect.
Monthly Process
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Accounting & Bookkeeping
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Payroll & Benefits
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Financial Reporting
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Financial Insights / KPI
Only pay for the services you need when you need them. Our fees are on an hourly basis.
Ongoing Process
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Strategy & Planning
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Cash Flow Forecasting
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Budgeting
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Cap Table / Stock Comp
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Board Meetings / Presentations