Experts in Financial Operations
Our team of experts come with a comprehensive understanding of the financial operations needs and potential pitfalls facing growth-stage companies, aiming to proactively mitigate risks and foster ongoing financial efficiency.
In addition to strategic guidance, we offer streamlined solutions for managing vendor payments, customer collections, and financial reporting, drawing from our extensive 50+ years of combined financial experience. Trust our expertise to optimize your company's growth trajectory with seamless processes and optimized financial management."
In addition to strategic guidance, we offer streamlined solutions for managing vendor payments, customer collections, and financial reporting, drawing from our extensive 50+ years of combined financial experience. Trust our expertise to optimize your company's growth trajectory with seamless processes and optimized financial management."
$800MM
Funds Raised
$1B +
Total Value of Exits
50+
Years of Experience
18
Exits
|
Capabilities
Controllership Services
Supervising your accounting resources and reviewing financial transactions to ensure timely and reliable financial records
Bookkeeping & Data Entry
Supporting existing accounting & finance teams to keep records updated
Tax and Audit Relationship Management
Work with tax accountants and auditors, assisting in documentation gathering and production to aid in the tax/audit process
A/P & Vendor Payments
Handling the process of managing, classifying, and paying out expenses related to contractors & vendors
Financial Systems
Tech enables innovation while also streamlining operations. Allow us to integrate qualified technology into the financial process
Financial Process Improvement
Streamline your current financial systems and practices to be compliant and lean
Financial Reporting
Development of critical company metrics and goals, supported by financial assumptions to properly guide key management
Board Presentation & Materials
Let us go through the process of preparing the reports and data summaries for your board to analyze ahead of your next quarterly meeting.
Accounts Receivables
Issuance & management of customer invoices, collections and processing of payments, ensuring sufficient cashflow into the company
Compliance Management
Ensuring the company is in line with latest industry requirements operating within lending covenants
CFO Support & Controllership
Support of existing finance team by filling in gaps where needed in efforts to allow finance leadership to focus on company strategy
Finance & Accounting Staffing Services
Sourcing, screening and interviewing of candidates for internal finance and accounting positions to ensure you're receiving candidate recommendations with core competencies that are aligned to your business needs and objectives
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CFO & Advisory Services
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Venture Debt Raising
Why Our Clients Hire Us
We solve your specific needs
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Bandwidth Contraints
Both small and big teams need help - even with an experienced CFO, the operational work can bog them down. We understand the needs of the CFO and act as an extension of their role. - Transition SupportAs finance teams grow, shrink or swap in and out - we are a constant in that we support financial operations during the process to ensure continuity for the business's financial health.
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Cumbersome Processes
As companies focus on sales growth, it's easy to leave financial operations behind - we understand how to structure a lean financial operations process for growth-stage companies.
Our Process
Gather
A data dump of all applicable information, materials & systems within the organization.
Analyze
Organizing and understanding the business, assessing the critical needs in developing an action plan.
Plan
Taking the full data package and team analysis to develop a clear financial strategy for the company's success.
Implement
Putting into place the team's plan for the business to reach its business and financial goals.
Review
Once implemented, there is consistent review required to assess evolving needs of the organization.
Our Technology Partners
Leveraging technology is our greatest asset
Why choose us?
- Boutique-Style
ServiceNo matter the size or need, we
put you front and center - 50+ Combined Years'
of ExperienceOur team is comprised of veteran experts
in growth-stage finance - A Commitment
to ExcellenceTirelessly working to meet your needs and
reach your satisfaction
Contact Us