We start by assessing the current state of your books to get an idea of any necessary cleanup that might be required. We’ll provide a quote for setup and ongoing accounting reporting.
First, we will get your books cleaned up and then each month your dedicated accountant will complete your monthly bookkeeping and deliver intuitive financial reports, so you can easily monitor the health of your business. And come tax time, we’ll have everything we need to file your taxes.
We reconcile your accounts, categorize your transactions, and create your financial statements. Occasionally we might need your input on things like categorizing a transaction properly, but we try our best to make the process as hands-off as possible for you.
We’ll get them up to date fast!! No matter how far behind you are, we can get you caught up quickly.
As your business grows in size and complexity our services will adapt alongside your needs. We can add resources when needed and bring on team members with the right experience to make an impact.
We just require 30 days notice to terminate our agreement and while we’d hate to see you go, we will help transition your business to your new provider.
We’ll provide a tax compliance assessment and file any required forms or address any tax notices you’ve received from the IRS.
Our monthly budget is determined by a number of factors including cash or accrual accounting methods, transaction volume, accounts to reconcile, revenue recognition complexity, additional schedules etc.
Quickbooks Online and Xero are the most common accounting software used by our clients. We also integrate various software tools such as Gusto, Justworks, Airbase, Bill.com, Brex, Stripe, and others.
We do! We have experienced accountants who specialize in crypto accounting methods.
IRS notices often relate to missing documents, incorrect information, late filings, or discrepancies in reported income or payroll taxes.
It’s not required, but a tax professional can ensure you respond correctly, avoid penalties, and resolve the issue faster.
It can delay processing of current filings and may require adjustments in future returns, but addressing the notice promptly minimizes impact.
It depends on the project but typically there’s an initial scope of work, followed by any necessary ongoing analysis. Engagements are flexible and adapt as your business needs evolve.
They primarily provide financial strategy, forecasting, budgeting, cash flow management, and preparing for fundraising. However, our CFOs have helped solve very unique business issues.
Yes, it’s a cost-effective solution, offering high-level expertise only when you need it, saving on full-time salary and benefits.
We fund revenue-generating companies from a variety of industries including startups, tech, real estate, SAAS, food and beverage, manufacturing, construction, and more.
Qualifying for financing is determined by many different variables such as cash flow, customer size, accounts receivable, or hard assets but every business is different which is why we offer a tailored approach.
We have a long list of venture capital and family offices within our network and can introduce you to the right equity partners.
