ACCOUNTING · BOOKKEEPING · FINANCIAL MODELING
Finances that stay clear, compliant, and
decision-ready.
Squeaky-clean books, synchronized tax filings, elite CFO guidance, plus the business plans, pitch decks, and financial models that win investors over.
Bookkeeping
World-class bookkeeping for expanding companies: clean, organized, audit-ready records tailored to your revenue streams and expense structure. Monthly P&L, Balance Sheet, and Cash Flow reports, with real-time account data through the portal, so you can plan, forecast, and face investors with dependable numbers.
Tax Preparation
Bookkeeping and taxes handled at the same time: federal and state income taxes, 1099 filings, and Delaware Franchise Tax, prepared from your own reconciled records. A devoted tax accountant answers your questions, and real-time status updates track every filing. Plus R&D tax credit claims worth up to $500K, paperwork included.
CFO Services
Fractional CFO services, forecasting, fundraising, financial planning and reporting.
Business Plan
Investor-ready business plans that turn your strategy into a structured document — market analysis, operations, go-to-market, and the financial roadmap lenders and investors expect to see.
Pitch Deck
A compelling investor narrative — problem, solution, traction, market, and ask — designed and structured to hold attention in the room and stand up to diligence afterwards.
Financial Model
Robust, driver-based models tailored to your business: P&L, Balance Sheet, and Cash Flow projections, budget vs. actuals, industry-specific KPI dashboards, headcount and compensation plans, and base / bull / bear scenario planning — the same personalized model our CFO engagements are built on.
Business Plan
Investor-ready business plans that turn your strategy into a structured document — market analysis, operations, go-to-market, and the financial roadmap lenders and investors expect to see.
Pitch Deck
A compelling investor narrative — problem, solution, traction, market, and ask — designed and structured to hold attention in the room and stand up to diligence afterwards.
Financial Model
Robust, driver-based models tailored to your business: P&L, Balance Sheet, and Cash Flow projections, budget vs. actuals, industry-specific KPI dashboards, headcount and compensation plans, and base / bull / bear scenario planning — the same personalized model our CFO engagements are built on.
HOW IT WORKS
Structured, transparent, built around efficiency
We assess your current financial systems, implement optimized workflows, and continuously monitor performance — reducing risk and creating a reliable financial backbone.
Customized Onboarding
Your committed team gets to know your company and connects with your financial data sources — the foundation for correct books.
Streamlined Interaction
Communicate directly with your team through an easy-to-use interface — ask questions and close out anything pending to finish your books each month.
Reliable Books
Monthly P&L, Balance Sheet, and Cash Flow reports give a clear picture of your financial situation — with real-time account data in the portal.
Customized Onboarding
Your committed team gets to know your company and connects with your financial data sources — the foundation for correct books.
Streamlined Interaction
Communicate directly with your team through an easy-to-use interface — ask questions and close out anything pending to finish your books each month.
Reliable Books
Monthly P&L, Balance Sheet, and Cash Flow reports give a clear picture of your financial situation — with real-time account data in the portal.
CFO ENGAGEMENT LEVELS
Ongoing monthly strategic engagement
After onboarding builds your financial and operational model, steady-state
engagement continues at the depth your business needs.
BASIC
Monthly meeting on financial situation and strategy
Financial model updated monthly with actual data
Monthly budget vs. actuals analysis
Ad-hoc scenario planning for business decisions
ESSENTIAL
Everything in Basic
Bi-weekly strategy and financial health meetings
Personalized operations and strategy initiatives
Cash & runway optimization, compensation planning, investor & board reporting, pricing strategy, fundraising insights
CUSTOM
Everything in Essential
Weekly financial health and strategy reviews
Comprehensive strategy & operations initiatives
Full board & investor reporting assistance
Comprehensive M&A assistance & fundraising
CFO ENGAGEMENT LEVELS
Ongoing monthly strategic engagement
After onboarding builds your financial and operational model, steady-state
engagement continues at the depth your business needs.
BASIC
Monthly meeting on financial situation and strategy
Financial model updated monthly with actual data
Monthly budget vs. actuals analysis
Ad-hoc scenario planning for business decisions
ESSENTIAL
Everything in Basic
Bi-weekly strategy and financial health meetings
Personalized operations and strategy initiatives
Cash & runway optimization, compensation planning, investor & board reporting, pricing strategy, fundraising insights
CUSTOM
Everything in Essential
Weekly financial health and strategy reviews
Comprehensive strategy & operations initiatives
Full board & investor reporting assistance
Comprehensive M&A assistance & fundraising
TOOLS & TECHNOLOGIES
Easily sync your preferred financial tools
We work in the platforms you already use — accounting suites, payroll, payments, and expense management — with automation
that reduces manual errors and keeps your reporting real-time.
PRE - SEED & SEED
Early-stage startups
Clean books from day one, tax filings you don't have to think about, and the pitch deck plus financial model that get your first round closed.
SCALING
Growth companies
Multi-entity books, R&D credit claims, KPI dashboards, and a CFO team guiding pricing, hiring plans, and the next raise.
ESTABLISHED
SMBs & owner-operators
Dependable monthly closes, synchronized tax compliance, and business plans for expansion, loans, or bringing on partners.
A monthly Profit & Loss statement, Balance Sheet, and Cash Flow report, prepared from reconciled, audit-ready records — plus real-time account data through the client portal whenever you need it between closes.
Yes — that's the point. Your filings are prepared from your own reconciled books, so federal and state income taxes, 1099s, and Delaware Franchise Tax stay synchronized with your records, with a devoted tax accountant tracking every deadline.
If your company develops or improves products, software, or processes in the US, there's a good chance. Claims can be worth up to $500K against payroll taxes — we assess eligibility, calculate the credit, and handle all the paperwork.
A driver-based, three-statement model: revenue build-up from your actual pricing and pipeline, headcount and cost plans, cash runway, and scenario toggles — built so you can defend every assumption in a diligence call.
Most companies under ~$20M revenue don't need a full-time CFO. Our fractional team — drawn from investment banking, PE, VC, and consulting — covers KPI reporting, cost control, fundraising, and M&A prep at a fraction of a full-time salary, and scales up when you do.
Book a free consultation. We'll review your current books, filings, and goals, then come back with a scoped engagement — whether that's a monthly close, a one-off pitch deck, or the full finance stack.
Place your business in capable hands
We specialize in supporting ambitious companies that require reliable,
scalable financial systems. Tell us where you are — we'll map the way
forward.