Services

CFO & Strategic Finance

Finance

Business modeling
Cash management policies
Financial budgets and forecasts
Lines of credit negotiations
Legal, Bank, Audit relationship management

Reporting

Board packages
Cash flow/burn
Company metrics (KPIs)
Variance analysis
Waterfall analysis

Accounting

A/R Billing and collections
Financial close
Financial restatements
A/P and vendor management
Product costing and inventory
Revenue recognition

Human Resources

Payroll
Recruiting
Onboarding
Benefits implementation
Job description development

Technology Consulting

Strategy, planning, designing, implementation
QBO implementation, training, support
Application and business process optimization
Integrations: Bill.com, Avalara, a2x, Paypal, Stripe
Project management for implementations

Operations

Lease negotiations
H1B Visas
Contracts review
Business filings
Sales tax reporting
Meet the partners