Our Services

With over 20 years of executive financial leadership experience where we have overseen the finance and accounting functions of companies from $5ml to $100ml+ in revenue. We have experience in the venture capital and private equity markets and have done considerable work building businesses from ideation to successful exits.

We offer a highly engaged, proactive, service-driven partnership meant to benefit all of your business's stakeholders. We are confident we will be able to improve your business's growth, profitability, and enterprise value with our comprehensive, actionable financial strategies.

Fractional CFO Services

Business Intelligence using critical financial metrics, KPIs, OKRs that matter.
Benchmarking across industry, market and competition.
Board Reports & Investor Decks.

Accounting Services

Cash flow and burn rate analysis.
Payroll, AP & AR.
Generally Accepted Accounting Principles (GAAP).
Audit & Compliance.
ERISA & ESOP Audit.

Finance Optimization

Full Finance Tech Stack that grows with you.
Financial Process Improvements with key financial systems that scale
Cap Table Management & Planning.

Audit and Compliance

Corporate Governance
Lender and Tax Compliance
ERISA & ESOP
Valuation, Due Diligence, QoE.

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Our Services

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