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Accounting Operations



Process Design

and Optimization

SEC Reporting, incl.

Form S-1 Drafting



Internal Controls

and SOX Compliance

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Managed Finance Servie

Managed Finance Services for Startups


You are either a founder, CEO or CFO, looking to outsource your finance function. We will provide the team to manage all finance-related activities, including, but not limited to:

  • SaaS-based system design and implementation

  • Operational process optimization with a focus on managing data flow  

  • Day-to-day transaction support and book close

  • Technical accounting and audit readiness

  • GAAP and management financial reporting and key metrics

  • Budget and forecast

  • Treasury (bank relationship management, line of credit negotiation and execution)

  • Compliance


Benefits we bring to the table: 

  • Trained professionals

  • Quality management

  • Proven accounting policies and templates

  • Proven systems approach and operational practice

  • Cultivated third-party vendor relationships

  • Staffing flexibility tailored to changing business needs


Please contact us for a customized solution.

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