Founder/CFO:
Bad News:
Your outsourced Accounting is lacking 3 elements that hurt your ability to make strategic business decisions:
CPA and Industry Expertise
Customer Response Time
Ability to scale to your growing needs
Good News:
solves them all
Why us?
During this amazing journey we have:
-Scaled startups from $1M all the way to $100M
-Audit Readiness: Built Accounting depts. and cleaned up the books to pass over 60+ audits by Big 4!
-Fundraising: Helped secure hundreds of millions from Seed rounds all the way to Series E
-Transaction Ready: M&A diligence and preparing for and achieving the ultimate IPO prize
It’s simple…We are ex. Big 4 CPA startup execs with 20+ years of hands on, roll up your sleeve, figure it out, don’t stop until it is done experience helping high growth startups grow and scale.
Every opportunity you have today or will have tomorrow as you scale, we have seen and solved it.
So now after achieving all of this, we’ve taken our talents and melded them into an exclusive outsourced concierge model where we meet you where you are and build from there to meet all your Accounting needs and partner with you on your exciting journey.
CPA
Big 4
CPG
Startup VP Execs
Accounting Fixers
M&A
IPO
SaaS
Our Concierge Approach
Accounting firms have not materially changed in the past century.
We operate DIFFERENTLY.
With our unique Concierge model approach, YOU are our most important client gaining access to our exclusive network of subject matter experts and 24/7 customer service.
We cater to an exclusive client list of startups to provide the level of personalized attention to your Accounting needs as if you had the luxury of an in-house team at your disposal.
We have fewer clients for a reason…
Half the clients = twice as much time devotion to you and your needs
The Concierge Promise: You will never have to go outside of our firm for any of your Accounting needs
What You Get with Us:
CPA + Industry Expertise
-Former Big 4 exposure to startups & public companies
-Former VP Controller- unicorn startups in LA and NYC
-Scaled startup Accounting depts. from the ground up
-Extensive experience in the SaaS and CPG sector
-Technical Accounting experience pertinent to your startup (i.e. ASC 606-Revenue Recognition)
24/7 Customer Service
“It’s been days and I haven’t heard back from my accountant”
Yup we get that a lot. It’s super painful so let’s stop that ASAP.
You literally get 24/7 access to us so when YOU are working…WE are working!
Scale: One Stop Shop
We have scaled startups from being the first employee all the way to preparing for an IPO and everything in between.
You get all this experience in us as well as our extensive network of subject matter experts for all that life may throw at you such as M&A; Fundraising; Tax Treatments/Issues; access to Big 4 auditors, etc. We know them all and now by working with us YOU DO TOO!
Book a FREE consult today
We would love to learn more about you and your challenges