our Services

We provide Controller, CFO Advisory, and Technical Accounting services to venture-backed software and technology companies. Whether you need stronger financial reporting, better forecasting, or support with complex accounting matters, our services are designed to help companies build finance functions that are accurate, board-ready, and built to scale.

Controller & Financial Reporting Services

Build a strong accounting foundation through accurate financial reporting, disciplined close processes, and GAAP-compliant accounting practices.

SERVICES INCLUDE:

  • Preparation of monthly financial statements and supporting schedules

  • Oversight of the month-end close process to support timely and accurate reporting

  • US GAAP compliance and accounting guidance

  • Preparation and oversight of key balance sheet reconciliations

  • Accounting process improvements to support scalability and efficiency

  • Internal control and financial reporting recommendations

  • Coordination with external accountants and auditors

  • Audit readiness support and assistance throughout the audit process

IDEAL FOR:
Companies that need stronger accounting oversight, improved reporting processes, and reliable financial information without hiring a full-time Controller.

CFO Advisory Services

Gain the financial visibility needed to make informed decisions, manage cash effectively, and support sustainable growth.

SERVICES INCLUDE:

  • Annual budgeting and operating plans

  • Rolling forecasts and scenario analysis

  • Cash runway planning and liquidity management

  • Budget vs. actual reporting and variance analysis

  • KPI development and performance reporting

  • Board reporting packages and financial presentations

  • Financial performance analysis and management insights

  • Strategic finance support for leadership teams

IDEAL FOR:
Companies seeking better forecasting, stronger financial visibility, and CFO-level financial guidance without the cost of a full-time CFO.

Technical Accounting Advisory

Navigate complex accounting matters with confidence and maintain compliance as your business grows.

SERVICES INCLUDE:

  • Revenue Recognition (ASC 606)

  • Stock-Based Compensation (ASC 718)

  • SAFE Note Accounting

  • Convertible Debt Accounting

  • Equity Transactions and Cap Table Events

  • Equity Instrument and Warrant Accounting

  • Lease Accounting (ASC 842)

  • Accounting Policy Development and Documentation

  • Technical Accounting Research and Memorandums

  • Financial Statement Disclosure Support

  • Audit and Due Diligence Support

  • Complex Transaction Accounting

IDEAL FOR:
Companies navigating technical accounting matters, preparing for audits, implementing new accounting policies, or accounting for significant transactions.

Engagement Options

Emerging Growth Companies

Ideal for companies seeking financial reporting oversight, month-end close support, GAAP compliance, and scalable accounting processes.

Starting at

$3,000 per month*

MOST
POPULAR

Growth Stage Companies

Ideal for companies requiring budgeting, forecasting, cash runway planning, KPI reporting, and board reporting support.

Starting at

$6,000 per month*

Technical Accounting Advisory

For revenue recognition, stock-based compensation, SAFE notes, convertible debt, audit support, and other complex accounting matters.

custom pricing*

*Engagements are customized based on company stage, reporting requirements, and accounting complexity.

let’s talk

Whether you need support with financial reporting, forecasting, board reporting, or complex accounting matters, we're here to help.