Your World

You started with an idea. Then you made the leap. A couple of customers became a few more and your vision was becoming a reality.
Now you find yourself surrounded by brilliant young minds playing foosball while brainstorming over beers from the taps you put in.  Meanwhile, you sweat it out every month to make F-ing payroll.  
Time and resources are precious.  
You need to manage your business and recruit more of it. 
You wonder how you’re going to grow to the next level.
We get it. 
As entrepreneurs and industry veterans, we know how that feels.  And, we know how important it is be efficient and find partners you can trust.  So, we make it our mission to be your most valued partner.
CPA Firms​

CPA Firms LOVE us.  

Why?  Our experience and know-how have our clients’ finance and accounting departments running like a well-oiled machine.  We work with, not against CPA Firms.

 

·       Audits run smoother

·       Tax Returns are prepared on time with less hassle

·       Tax planning is accurate

·       We change the CPA/Client relationship from Reactive to Proactive

 

We speak the same language, we “feel your pain”, and we’ll work together seamlessly to build a “kickass integrated financial machine” for the benefit of our mutual clients.  Yeah, we said that.

Start Ups

The best startups are looking to disrupt an industry or change the world.  With a job that big, the focus needs to be on

channeling limited resources to product development and sales, not building a finance department. 

 

However, accounting and financial controls need to meet the expectations of current and potential investors, board members, and acquirers.

 

We’re disrupting an industry too, by providing full scale accounting support on an efficient outsourced basis.  So your start up can remain nimble, meet financial expectations, and focus on changing the world

VC & PE Firms​

We take care of your portfolio companies.

Got a couple of investments with late, indecipherable financials?  Of course you do.

 

Your portfolio companies have limited resources to spend on G&A expenses.   Sometimes that means the founder is trying to do the books on their own.    More commonly, the task falls to an office admin or even an intern desperately trying to keep up with A/P, A/R, payroll, reporting, and a million other things.  That doesn’t work.  But we do.  

Franchising

We grew up around franchising, so we understand the points of view of both the “ZEES” and the “ZORS.”

 

For Franchisors:

·       We can build, monitor, and scale a franchise accounting system

·       Cost effective, standardized systems 

·       Providing timely, accurate, and compliant financials

 

For Franchisees:

·       Focus on growing your business, we’ve got you covered.

·       Timely, accurate, and compliant financials

·       Prepared under supervision of CPA with 20 plus years experience working in the franchise world

·       Save money on accounting 

 

·       Our team members are entrepreneurs at heart… just like you.  We understand your world and ready to help.

Entrepreneurs

Our sweet spot.

 

Whether you’re a start-up or an established company, your business depends on your capacity to execute, lead, and recruit.  Managing accounting processes in-house takes away resources from your core mission.  Why do that?  For a fraction of the cost of an employee, our CFO Advisory service manages it for you, so you can focus on what makes you money.  We’re Entrepreneurs too – we understand your challenges, ebbs and flows.  We’ll stand in the fire with you.  

 

 

Interested?  Set up a free consultation.  We promise it will be worth your time.

Life Sciences

It's not easy trying to cure the world - 

We understand the financial and operational challenges specific to the life science industry.   We assess your needs and can quickly design & implement practical accounting and business workflow solutions to save you time and money.

 

 

Typical Life Sciences industry problems we solve:

·       Working with International Vendors & Customers

·       Multiple offices and locations

·       Complex revenue recognition and related billing practices

·       Interfacing with purchasing from GIGANTIC multi-national firms

·       Reporting for investors and stakeholders