Accounting & Bookkeeping

On a basic level everything comes back to balancing the need for accurate books, and the stresses of tracking your transactions.

Business Plan Consulting

Using the business model canvas and other proprietary tools, we help our clients figure out how to build financial sustainability for their companies. Our expertise is in helping clients navigate the transition from cool startup to rapidly growing company.

Financial Modeling

This process can take some of the guess work out of your finances. Financial modeling helps track progress, aids in goal setting, and insures that investor money is spent productively.

Angel Investment Planning

Getting investors on board with your company isn’t always easy. We’ll help you put together a comprehensive plan to validate investment opportunity with investors, identify investors, coach entrepreneurs on “the ask,” and help with due diligence.

Pitch Development & Coaching

If you want investors to back your business, first you need a great pitch. It has to tell a story, and sell the big picture of your idea. We help entrepreneurs find the right words to explain their complex businesses, and get the funding they need to succeed.  

Individual & Business Tax Preparation & Planning

Often overlooked, a tax refund is an interest-free loan given to the government. Having a proactive approach to understanding the year’s income, expenses and how the IRS views them can significantly affect tax liability.

IRS Representation & Correspondence

Allow a CPA to advocate on your behalf. Experienced IRS representation can close your conflicts in weeks, as opposed to months.

Business Formation Assistance

Unsure of which business type fits your company & goals?

Let me help you find the best solution, as well as assist with documents and formation.

GAAP Financial Statement Creation & Review

Properly formed financial statements are necessary when seeking additional funding, securing a bank loan, undergoing significant business transactions, or determining your business’s financial status. I specialize in preparing:

• Balance Sheets

• Profit & Loss Statements / Income Statement

• Statement of Cash Flows

• Forecasts & Budgets

Investor Reporting

We prepare monthly profit and loss statements, income statements, balance sheets, cash flow updates, and other pertinent reporting factors.

Budgeting, Financial Statements

As your business grows, it can be difficult to balance the books. We get it. Whether you need department budgets, complete company budget adjustments, financial data to backup performance, or any other financial statements, we can help you navigate the process and insure its done correctly.  

Obtaining Debt & Equity Financing

We have a vast network of angel investors and access to strategic partners, investors, and family offices. We’ll help you leverage our network and make the most financially sound decisions.

Management of Startup Legal Process

Working with lawyers can be expensive, especially when it comes to negotiating with investors. We can be your advocate, working with you and your lawyer, saving costs and protecting your interests.

Board Advisor & Observer

We provide investors oversight and reporting on their portfolio companies. We also track relevant milestones, help identify future funding needs, and ensure value growth.

Strategic Planning

Finance touches strategy in all aspects of the business, from pricing to human resources. We can provide a financial perspective when making hard decisions and steer you in the direction of profitable growth.