Hello Founder/CFO

Your Accounting solution consists of one of the following:

Outsourcing

They charge you a lot; have no true CPA’s that have scaled before and shockingly you have no timely visibility into your numbers?!

In-House Dept.

You built a team, however you are lacking that “leader” that you need to bring the team and your numbers together?!

Whether you have one or a combo of both options, you are still left feeling:

frustrated, concerned, making key decisions with inaccurate untrusted financial data

You are missing that link between the limitations of your current Accounting team and your strategic leadership as a CFO/Founder

How do we know this?

The only way you can truly understand anything is if YOU EXPERIENCE IT FIRST HAND.

We have been thrown in the deep end and tasked with building an Accounting department from scratch as a VP Controller.

We have been diagnosing and fixing Accounting departments for over 20 years as ex Big 4 CPA’s working as VP execs for some of the most highly valued unicorn startups in NYC and LA.

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.

Concierge CPA Services

  • Bookkeeping

    Do you TRUST your numbers?!

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    We never liked this word as it feels so bare minimum and we go above and beyond with our Concierge best practice approach.

    Don’t settle for less.

    You deserve GAAP financials by a CPA!

  • Fractional Controller

    Do you have an Accounting Leader?!

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    The perfect bolt on to our Bookkeeping service. Let’s pour some gas on those numbers and provide some executive insight to answer all of your burning questions regarding cash burn (yes pun intended), KPI’s, etc.

  • Audit Readiness

    “Investor: Have you been AUDITED?!”

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    Your current or future investor just asked you this and all you can think about is how your books are not ready!

    We are ex. Big 4 auditors who have helped startups like you get AUDIT READY.

    So give us your hand and let us handle this!

  • Technical Accounting

    Revenue recognition in-line w/ GAAP?

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    Do you have:

    Office leases? Stock Options? Engineers building software? Sales commissions?

    Have you followed the complex accounting rules for these? They could help your EBITDA improve. Happy to chat.

  • Advisory

    Do you have the right systems for scale?

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    You're scaling everything but living in this fast lane could get chaotic. We have plenty of battle scars so we’re experts in organizing this chaos.

    Systems implementations; Workflows; M&A; IPO Readiness are the tip of our expertise iceberg!

Book a FREE consult today

We would love to learn more about you and your challenges