What we do
Finance, Accounting and Tax that grows with your stage.
From your first close to your next round — we shape the services based on your needs.
Flexible by design — we bring our own team or coordinate with your accounting / tax teams.
Early to Growth Stage Startups (Pre-Seed to Series B and Beyond)
Full suite finance as a service for early stage company, run by senior operators.
Accounting Services
Full-cycle accounting managed by our team.
- ✓Clean books & reliable month-end close in days not weeks
- ✓Monthly Financial Statements
- ✓GAAP compliant accrual basis accounting
- ✓Key Metrics and mini CFO insights
- ✓One time clean up or catchup services
Strategic Finance
Embedded finance leadership to drive clarity and control.
- ✓Driver-based financial model & runway visibility
- ✓Investor-ready metrics, narrative and fundraising support
- ✓Weekly / Monthly finance pulse checks
- ✓Support for planning, pacing & key decisions
Finance Tech Stack
Finance systems setup and optimization to scale with you.
- ✓Tool selection, implementation & integration
- ✓Connected accounting, billing & planning
- ✓Streamlined workflows & data consistency
- ✓Reporting automation for speed & accuracy
Tax Support
End-to-end tax support through our vetted partners.
- ✓US federal & state filings & State Sales tax compliance
- ✓Canadian corporate & indirect taxes (GST/HST/PST)
- ✓Fully aligned with your financials
Services start at $2,000/month and scale based on your revenue stage, service scope and operational complexity.