Accounting and CFO Advisory

Our Accounting and CFO Advisory group provides a practical solution for early-stage companies that need part-time accounting and finance support, or later-stage companies that need part to full-time assistance on an interim basis. We become the virtual accounting department scaled to your needs, providing professional accounting staff, controllers, and/or chief financial officers. Our clients are founded by innovative entrepreneurs who are funded by notable angel investors and venture capital firms. Our services include:

CFO Advisory:

Operating plan development
Financial modeling
Board Meeting preparation
Debt and equity financings
Risk management
Treasury management
Sales compensation plans
Contract reviews
Revenue recognition
International operations
Due diligence
Mergers

Payroll and HR Administration:

New hire on-boarding and exit processing
Employee manuals
Implement and administer benefits plans
Payroll set up

Accounting and Controller Services:

Transaction processing
- Accounts payable processing
- Customer invoicing and collection
- Expense report processing and payment
Payroll processing
Asset management
Monthly close
Sales/Use tax
Annual ISO exercise notification
Independent contractor reporting: W9, DE542, W-8BEN, issue 1099
Business License renewals (City business permits)
State registrations