Advisory Services

Do you know how to scale an Accounting dept. for best practices?

Congrats you are growing so fast…but your Accounting is always the last to adapt

This will eventually become an issue and hinder your ability to scale and report earnings timely

Implementing best practices as you scale is crucial to report accurate and timely numbers

We have scaled many startups as a VP Controller and have the insight at your stage to advise and execute

Best practices for startups: 

System Implementations

You need to scale your systems to meet your growing financial reporting demands.

Process Improvements

Timely reporting and cash management are top of the list to improve upon as you scale.

With our Concierge approach,

we chat with you and learn your current workflows.

We then advise and execute best practices to save you time and money.

Our services are crafted to resonate with your specific needs:

    • System implementations:

      • Quickbooks/Xero--->Netsuite

      • Credit Card processors (i.e. Stripe)

      • AP: Bill.com; Ramp, etc.

    • M&A diligence:

      • Buy and Sell side

      • Quality of Earnings report

      • Purchase Price Allocation valuations

    • Process Improvements:

      • Cash Flow Modeling

      • A/R Collections

      • A/P Timing

      • Internal Controls (SOX compliance)

      • Vendor Mgmt. (negotiate deals)

    • Sales Tax implementation:

      • SaaS: Yes, you have to charge tax! Don't get caught not charging sales tax! We can help!

Book a FREE consult today

We would love to learn more about you and your challenges