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Services
Summary
Chief Financial Officer
Controller
Accounting
Core Competencies
SaaS Metric Dashboards
Financial Modeling
Tech Stack
FAQs
Social
Careers
About
Contact
We offer three tiers of outsourced services: Accounting, Controller, and CFO.
Implementation
Onboarding period
Email Support
Virtual Meetings
On-site Meetings
Clean Up
Accounting Services
Transaction entry
Accrual Accounting
Balance Sheet Account Reconciliation
P&L Review and Classification
Financial Statements
Other Finance Services
Client Invoicing (i.e., Accounts Receivable)
Collections
Vendor Bill Pay (i.e., Accounts Payable)
Payroll
Employee Expense Reimbursement
Financial Planning
Cash Flow Management
Budgeting
Forecasting
Resource Planning
Insurance Management
Analysis, Strategic Planning and Capital Markets
Financial Analysis and Advisory
Corporate Governance & Compliance
Pro Forma Statements
KPI Dashboards
Board, Shareholder Meetings, Updates
Incentive Plan Management
Cap Table Management and Modeling
409A Valuations
Capital Markets
Tax Preparation
1099 Reporting
Sales Reporting
Business Tax Returns (Federal and States)
Other Business Tax Returns
Accounting
8 Weeks
Unlimited
x2 / month
As Requested
Weekly
Optional
Optional
Controller
8 Weeks
Unlimited
x1 / week
As Requested
Weekly
Optional
Optional
CFO
8 Weeks
Unlimited
x1 / week
As Requested
Weekly
Optional
Optional
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