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What We Do

One size does not fit all. We understand that every startup is different. Our services are tailored to your startup's unique needs.

TAILORED APPROACH

We adopt a top-down and bottom-up methodology. First, we develop a deep understanding of your near-term and long-term company goals. Then we outline existing business processes and financial infrastructure. As a result, we identify business gaps that will prevent you from achieving your goals.

We offer a la carte and part-time CFO/COO services. Pick and chose the type of tasks you need help with or let us take care of it all as your CFO/COO.

APPROACH
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ACCOUNTING
  • Cash burn

  • Taxes

  • Accounts receivable

  • Accounts payable

  • Financial statements

  • State reporting

  • ERP System

ACCOUNTING
  • Financial planning & analysis

  • Fundraising

  • 409(a) valuation

  • Investor reporting

  • Acquisition planning

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FINANCE
FINANCE
  • HR function

  • Hiring plan

  • Equity management

  • Termination plan

  • Benefits program

  • Employee development

  • Technology & Software

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HR
HR
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Sales
  • Sales ops

  • Process improvement

  • Sales team

  • Contract management

  • Sales plan

  • Sales analyses

  • Partner program

  • Technology & Software

SALES
CUSTOMER SUCCESS
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Customer success
  • Process improvement

  • Customer support

  • Implementation services

LEGAL
  • Organization structure

  • Legal framework

  • Compliance

  • State business registration

  • External counsel

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LEGAL
Globe
International expansion
  • Expansion assessment & execution

  • International business operations

INTERNATIONAL
GROWTH
  • Roadmaps

  • Interoperability model

  • Process improvement

Growth
business growth
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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