Services

We offer two in-house solutions (Financial Services + Business Operations) and outsourced Partnered Services. Together, our solutions encapsulate all aspects of the back office: from Accounting to Financial Planning to HR to Legal. Contact us to drive revenue, cut costs and drive value.

Financial Services

Finance & Accounting

  • Bookkeeping

  • Budgeting

  • Cash Forecasts

  • Headcount Forecasting

  • Financial Planning & Analysis

  • Invoicing

  • Monthly Reporting

  • Vendor Payments

Advisory

  • Due Diligence

  • Fundraising

  • Investments & 401K

  • M&A

  • Partnerships

  • Restructuring

Investor Relations

  • Board Presentations

  • Investor Reporting

  • Networking/Events

Systems

  • Bookkeeping

  • HR (Payroll, Benefits, 401K, Stock Options)

  • FP&A

  • Sales & Marketing (CRM, Sales Automation)

Business Operations

Sales Operations

  • Order Forms

  • Pipeline

  • Quotas & Commissions

  • Sales Agreements

  • Sales Forecasting

  • Salesforce

Strategy

  • Corporate Scenarios

  • Market Size

  • Management Consulting

  • Research

  • Audit

  • Banking

  • Brokerage

  • Legal

  • Tax

  • Valuation

Partnered Services

Pricing

Consulting services are billed on an hourly basis. A retainer may be requested for certain engagements. Please contact us for a detailed rate sheet and sample engagement letter.