Available Services
1
Fractional CFO Services
Discover our Fractional CFO services, designed to offer high-level financial expertise for startups, nonprofits, and small businesses without the expense of a full-time executive. We specialize in building financial and forecasts, managing cash flow, and ensuring grant compliance. Our team prepares investor-ready reports and board dashboards, aligning your financial strategy with long-term goals. Let us provide the financial clarity and leadership you need to scale confidently.
2
Core Accounting and Bookkeeping Services
We provide comprehensive bookkeeping services to keep your finances in order. Our offerings include monthly and quarterly reconciliations, accounts payable and receivable management, and payroll support or integration. We prepare GAAP-compliant financial statements, including profit and loss statements, balance sheets, and cash flow statements, along with custom reporting tailored for stakeholders or the board. Let us help you streamline your financial processes and provide clarity in your financial reporting.
3
SBIR/STTR and TABA Services
We specialize in DCAA-compliant systems to ensure your financial practices meet regulatory standards. Our team is experienced in indirect cost rate development provides comprehensive proposal budgeting, along with post-award financial tracking to keep your projects on budget and on track. Let us help you navigate the complexities of government funding with ease and confidence.
4
Non Profit Accounting
We specialize in fund accounting to ensure your organization's financial health. We offer comprehensive 990 preparation to keep you compliant with regulatory requirements. Additionally, we focus on audit readiness and provide insightful board reporting to support your decision-making processes. Let us help you navigate the financial landscape with confidence!
5
Startup Advisory
We specialize in cap table modeling to help you understand your ownership structure and make informed decisions. We provide tailored strategies for balancing grant versus equity funding, ensuring you choose the best path for your startup's growth. Additionally, we prepare you for investor readiness, equipping you with the tools and insights necessary to attract and engage potential investors. Let us guide you on your journey to success!
6
Education & Training
We provide engaging workshops and webinars focused on financial literacy grant compliance, and budgeting to empower individuals and organizations. Additionally, we offer personalized 1:1 training sessions tailored for founders, nonprofit executives, and internal bookkeepers, ensuring you have the knowledge and skills needed for success. Join us and enhance your financial expertise today!