We developed and perfected our process for publicly traded companies, and we apply that same level of discipline and detailed reporting for all of our client companies.
We have decades of experience navigating the financial books and records for start-ups and early-stage companies, both privately held and publicly traded.
We follow a seasoned approach to data gathering, storage, and retention; allowing for easy access to archived data.
We developed a proprietary, closed-loop communication process with our clients that eliminates errors.
Flat rate pricing, adjustable quarterly, no surprises
- Accurate bookkeeping
- Online navigator tool
- Custom reporting
- C-suite/founder guidance
- Prior-period cleanup *
- Assessment of books and business
- Advise on areas for improvement
- Improve and streamline processes
- Enhance profitability
- Navigate your books for success
- Prior month(s) cleanup
- Audit or tax preparation
- Megers & acquisitions
- Fundraising, IPO, SPACs
- Inventory, payroll, bill pay
is our easy-to-use proprietary
cloud-based system
Works on every platform, integrates with QuickBooks Online, accessible 24/7 with secure login.
No more worries about losing important info, overwhelming your inbox, missing deadlines, or other problems.
All data & tasks are uploaded & managed through the Navigator Tool, giving you complete confidence and security.
