Full Stack Financial Operations for Startups
Everything from bills and collections to budgets and board reports.

Review accurate, reconciled financial statements each month
Customize your chart of accounts & monthly reports
Discuss insights, trends and more with knowledgeable experts
BOOKKEEPING

KPI dashboards and automated board reports, updated and reviewed monthly
Forecasts, pitch decks, and custom analyses for fundraising
Full-scale operating models mapping progress relative to plan and milestones
Former VCs construct, review, and explain all analyses
FRACTIONAL CFO + FP&A

Forward bills to our team when they hit your inbox
Send us customer contracts, and we’ll take care of invoicing
Easily track the status of incoming and outgoing payments
AR/AP

Newly formed startups need to focus on fundraising, team and product – not setting up bank accounts and back office software
Our team will construct a back office software suite that scales with your business, allowing you to operate in a professional and compliant manner from day one
BACK OFFICE SETUPS

Low-cost filing services provided by certified experts
1099s
Franchise taxes
Federal and state income taxes
R&D tax credit filing
TAXES

Insurance and benefits selection
Payroll system maintenance
State registrations
Website development and maintenance
Best practice advisory