Startup & Emerging Growth

  • Provide on demand transactional and operational support without the cost of hiring full time CFO/Finance Team.

  • Evaluate and review your existing processes to identify and close any major gaps and identify opportunities for automation.

  • Ensure the accuracy and timeliness of your financial records, providing a solid foundation for informed decision-making.

  • Design and prepare reports to provide insight into financial performance and facilitate the review process.

  • Facilitate and maintain banking relationships and provide effective cash flow management.

  • Update and accurately record all transactions related to the issuance, transfer, or repurchase of company securities.

  • Assist in preparation of board presentations , facilitating informed decision-making.

  • Provide comprehensive assistance to facilitate a smooth and successful audit process.

  • Assist in customizing incentive structures to align with your business objectives and motivate your sales force.

  • Ensure employees are paid timely and accurately while maintaining multi state compliance.

  • Facilitate seamless coordination between tax advisors and human resources operations.

  • Development of budget, forecast and overall financial strategies.