Our Services
We provide a set of comprehensive tactical, strategic and transformative services with detail orientation, precision and efficiency and focus on value
• Core Accounting
• Monthly Close
• Reconciliations
• ESOP Accounting
• Financial Reporting
• Vendor Onboarding
• Invoice Processing
• Purchasing
• Payments
• Processing
• Tax Compliance
• Expense Reimbursement
• Billing
• Collection
• Cash Applications
• Plan Creation
• Performance Tracking
• Computation and Payout
• ESOP Management
• Budgeting
• Rolling Forecasts
• KPI Tracking
• Business Performance Analysis
• Board and Investor Reporting
• Risk mitigation
• SOP Development
• External Audit Preparation
• External Audit Oversight
• Fractional and Interim CFOs
• Cost-Saving Strategies
• Treasury Management
• GAAP and IFRS advisory
• Transaction advisory
• Multi-year Financial Plans
• Financial Presentation
• ESOP Plan Management
• Fundraise Advisory
• Financial Strategy Development
• Budgeting and Forecasting
• Scenario Planning
• Post-Merger Integration
• Fundraising Support
• M&A Advisory
• Due Diligence Support
• Cash flow optimization
• ERP Implementation and support
• Other Financial Technology, Implementation and support
• Financial Process Improvement
• Streamlining Financial Close Process
• Tax Compliances
• Other Regulatory Compliance
• 409A valuation
• Enabling SOC2 Compliance
