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Our Services

Accounting + Financial Reporting

Accounting + Monthly Financial Reporting

Timely financial reporting to inform key business decision making.

Accounting Internal Controls

Development and implementation of controls to ensure accurate financial statements and reporting.


Accounts Payable, Accounts Receivable and Bank Reconciliation process development and support.

Review + Improve Accounting Procedures

Consulting and development of efficient accounting systems and operations.

Audit Preparation & Liaison

Internal audit preparation and coordination with external auditors to provide required information.  

Financial Planning + Analysis

Financial Projections + Growth Strategy

Develop a strategic growth plan and budget to meet company's short term and long term goals.

Financial Statement Analysis

Analyze financial statements to determine on target goal tracking.

KPI Dashboard Development

Determine key metrics and collaborate on reporting tools to measure effectively for both internal and external partners, including board and investor reporting.

Fundraising Advisory + Support

Develop investor ready presentations and supporting materials, while determining required fundraising structure, amounts and tactics.

Venture Debt Sourcing, Negotiation + Support

Consulting to determine venture debt viability and venture debt management.

Human Resources


Structure, administer and manage payroll.

HR Administration + Programs

Develop employee handbook and support onboarding and off-boarding staff.

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