Let’s grow your business together

Accounting, CFO, and tax services for founders and entrepreneurs

Who we are

The financial consulting firm with the most operational experience for startups and small businesses in North America

We’ve been through the ups-and-downs of owning, growing, and saving a business.

We bring decades of experience in accounting, start-up/scale-up operations, and tax compliance to help you build a strong finance foundation for your business.

We work with startups and small businesses, ranging from individuals just starting off to hundred-person teams.

Our Expertise

We work with individuals, small businesses, and startups across multiple industries - with customized solutions to fit your needs

  • You’ve started your own business but find yourself underwater with the accounting and tax side of your business.

    • How can I reduce my taxes?

    • How much cash do I need for next month?

    • How do I incorporate my business?

    We’re here to answer these questions and more so you can focus on what really matters - your customers.

  • From pre-seed to Series B, we’ve been in the trenches where you are now.

    ______________________________

    We’ve done it all:

    Board decks, financing rounds, cap tables, forecasting, budgets, expense reduction, payroll, monthly closings, cash management, turnarounds, bookkeeping, tax filings, investor presentations, audits…

    __________

    … and we’ve got you covered.

  • Selling physical goods comes with a ton of complexities such as inventory costing, tracking, and managing that can cause a ton of headaches.

    We are digital-first Amazon, retail, and e-commerce natives that have sold millions of products around the world and can help you streamline your processes.

Services we offer

  • Budgeting & forecasting

  • Financial performance & analysis

  • KPI development and tracking

  • Board deck preparation

  • Fundraising

  • Expense management

  • Payroll

  • Expense reconciliation

  • Month-end close

  • Audit preparation

Our mission

To build long-term trust relationships with our clients and be the catalyst that allows them to achieve their business and financial goals