financial services

Financial expertise

To help early to mid-stage companies scale now
and in the future
What We Do

Day-To-Day Operations

  • Accounting & Bookkeeping
  • Payroll & Vendor Management

Recurring Reporting

  • Financial Modeling & Cash Flow Planning
  • Full Risk & Financial Analysis


  • KPI Design & Implementation
  • Financial Strategy & Guidance

Our Experience

Software company selling airline ticketing management to airlines.

Private Equity-Backed
Developed proper financial reporting package; worked with management and private equity group to build relevant and workable financial modeling practices; rebuilt financial consolidation; managed accounting team through regular monthly processes.
Software company selling data integration functionality to large companies.
Private Equity-Backed
Managed financials of the company as it grew over 125% while with them; streamlined financial reporting; developed financial models for management and outside investors; in conjunction with CEO, created key improvement indicators to help monitor the business and better tell their story.
Software company selling MDM functionality to educational institutions
Venture Capital-Backed
As the VP of finance left at year-end, we stepped in to close financial year; worked with sales to invoice customers, managed issuance of commissions; directed HR on payroll disbursements and withholdings; various regulatory filings; managed staff accountant through monthly accounting processes.
Financial Services Team
James Turner
Founder & CEO
Scott Bloemen
Chief Financial Officer
Wilson Kistler
Associate Director
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