Our Services

Business Bookkeeping

Whether it’s categorizing business expenses, logging invoices to recognize revenue, reconciling bank accounts, preparing standard financial reports, setting up a custom Chart of Accounts to reflect your business specifics, remedying reconciliation discrepancies, or performing catch-up bookkeeping work — we’ve got you covered.

Financial Forecasting, Budgeting, and Analysis

Financial budgeting, financial forecasting, cash flow planning, custom financial reports tailored to your business needs, and in-depth analytics + insights are all within our wheelhouse.

Budget versus Actual analyses, KPI tracking, Unit Economics, Customer Acquisition Cost calculations, and trend analyses are a few examples of the types of the deliverables we can provide.

Startup Fundraising

Raising money for your startup is difficult, but we have the hands-on experience and expertise to help you navigate this task. We can help you prepare 3-year or 5-year forecasts to give investors an idea of how you plan to execute your plans; we can help you with managing your capitalization table, and even provide you with pointers on how to best approach fundraising conversations with angel investors or venture capitalists.

Interested in managing your personal budgets and spend better? We can help with this and more! We can provide insights based upon past spend, suggestions for smarter spending, and we can work with you to explore ways to increase your wealth through various different types of investments.

Need help invoicing your clients or following up with clients to check on payment statuses? Let us handle this! We’ll notify you of any long-standing unpaid invoices, and we’ll keep your A/R aging report tidy.

And if you find that you’re spending too much time processing bills from vendors or contractors, let us take care of processing your bills and setting up payments for your review.