Our Services

Strategic Finance Advisory

Growing companies need more than historical financial statements. They need visibility into performance and a clear understanding of where the business is headed.

We work alongside management teams to provide financial leadership and decision-support capabilities typically associated with a larger finance organization.

Technical Accounting Advisory

As organizations scale, accounting issues become more complex and can have a significant impact on financial reporting.

We help management teams navigate these challenges while maintaining accurate and reliable financial statements.

Board & Management Reporting

Effective reporting helps leadership teams make informed decisions and communicate performance clearly.

Services Include:

  • Annual Budget Development

  • Rolling Forecasts

  • Cash Runway Planning

  • Budget vs Actual Analysis

  • KPI Development & Reporting

  • Monthly Financial Reviews

  • Strategic Financial Guidance

  • Financial Performance Analysis

Services Include:

  • Revenue Recognition (ASC 606)

  • SAFE Accounting

  • Convertible Note Accounting

  • Equity Transactions

  • Lease Accounting (ASC 842)

  • Accounting Policy Development

  • Financial Statement Preparation

  • Audit Readiness Support

Services Include:

  • Board Reporting Packages

  • KPI Dashboards

  • Variance Analysis

  • Cash Runway Reporting

  • Monthly Financial Packages

  • Financial Performance Summaries

Engagement Models

Finance Fundamentals

For early-stage startups seeking improved visibility into financial performance.

Typical engagements begin at

$3,000 per month

Popular

Strategic Finance Partner

For growing startups requiring recurring financial leadership and planning support.

Typical engagements begin at

$6,000 per month

Strategic Finance & Technical Accounting

For venture-backed companies navigating complex accounting matters and scaling operations.

Typical engagements begin at

$9,000 per month

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