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