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Full Stack Financial Operations for Startups

Everything from bills and collections to budgets and board reports.

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Review accurate, reconciled financial statements each month

Customize your chart of accounts & monthly reports

Discuss insights, trends and more with knowledgeable experts

BOOKKEEPING
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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
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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
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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
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Low-cost filing services provided by certified experts

1099s

Franchise taxes

Federal and state income taxes

R&D tax credit filing

TAXES
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Insurance and benefits selection

 

Payroll system maintenance

State registrations

Website development and maintenance

Best practice advisory

OTHER ADMINISTRATIVE SUPPORT
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