How May We Support Your Team?

We take the time to get a 360-degree view of your company. We work closely with you and your team to ensure we leverage the best possible financial solutions and identify opportunities for your business.

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If your startup is growing fast and you need someone to manage your finances but need more time to be ready to hire a full-time employee, you may need a fractional CFO. A fractional CFO is an experienced Chief Financial Officer who provides services for startups on a part-time, retainer, or contracting basis. The primary responsibilities of a fractional CFO are to:  Manage the startup’s financial reporting.
Build and maintain the startup’s projections and budget.
Execute capital raises i.e., venture capital rounds, and handle legal and negotiations for the CEO, such as leases, insurance, etc.  Manage and support the company’s financial infrastructure.

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Controller

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4X COACHING UPDATES: Get four touchpoints monthly from your Controller to make profitable improvements.

KPI TRACKING:  Execute five KPIs contributing to higher profits and a healthy company.

SEGMENT REPORTING: Analyze your business performance by department, project, or business line.

BUDGET TO ACTUAL REPORTING: Set your financial goals and track your performance against them.

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Accountant

 

BOOKKEEPER PLAN PLUS:

PAYROLL SUPPORT: Take care of your payroll reporting from Gusto.com, ADP.com, or Rippling.com. This service does incur $150 per payroll cycle for administration.

ASSETS: Monitor your most important purchases.

DEBT RECONCILIATION: Get clarity on your more significant obligations.

MONTHLY REPORTING SUITE: Lead confidently with monthly financial reporting.

2X FINANCIAL UPDATES: Get two monthly touchpoints with your accountant to ensure accurate financial statements.

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Bookkeeper

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The core of your accounting platform is accurate data entry, review, and bookkeeping. We make sure your data gets recorded correctly and on time— including invoices, bills, expenses, and deposits.

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CASH RECONCILIATIONS: Know where you stand on cash.

BILL PAYMENT:  Enjoy a clean and managed bill payment system using Bill.com.

INVOICING:  Systematize your invoicing and get paid faster using Bill.com.

DOCUMENT PORTAL:  Effortlessly gather your bills, invoices, and other documents into an online portal.

OPTIMIZED COA:  Convert your QuickBooks file into an organized reporting platform.

CREDIT CARDS:  Track spending habits for better performance.

2X DATA UPDATES:  Get two touchpoints a month with your bookkeeper to ensure your details are in line for the end of the year.

SALES TAX:   Rest assured that your taxes are reported and filed accurately.