Simply need your books closed on a monthly basis? We turn your transactional data into an accurate financial picture so you can make timely & smart decisions.
We implement cutting-edge cloud technology that provides you with instant visibility. For an affordable price, modern cloud systems will talk to your accounting system & scale with your business.
We use a simple & practical approach to forecast cash flow that will help you avoid hair on fire situations & confidently plan for the future.
Things are behind, and it’s OK. We will catch-up your books and keep your books current going forward.
From financial models to selecting Key Performance Indicators (KPIs) to founder friendly Term Sheets & LOI negotiations – we want to see our founders win!
Creating a foundation of several KPIs for software & e-commerce companies is important for asking “What Will Happen?”
We recommend Gusto as a modern payroll system that also manages benefits. As employees make benefit dependent changes & 401k contribution changes, you want that data to automatically sync to your payroll deductions. Plus, the ability to self-onboard new hires with digital offer letters.
Quickly turning receivables into cash is critical to your success. We make the process easy for clients to pay with modern cloud-based merchant providers & a collections process when necessary.
Slow-paying customers are taxing. We use technology + a personal touch to keep your customers aligned w. paying you.
Making it easy for clients to pay you is key. Syncing Stripe with Xero will embed a link within your online invoice and your clients simply pay without creating a login. For more complex invoicing, Recurly is a good option. When evaluating merchants you want a modern system that can easily calculate gross of fees & net of fees & easily exports data. Stripe is our preferred system.
A shoe box full of receipts? Your employees are more productive using Expensify’s automated expense reimbursements.
Your Controller binds everything together & oversees the bookkeeper. Finalizing financial statements, investor reports, bank covenants, KPIs, due diligence, receivables management, and maintaining your accounting tech stack are the core responsibilities for a modern tech-savvy Controller.
Accounting for e-commerce companies, we add: inventory management, Gross Margin per SKU, & managing the inventory management software.