Series Accounting.
Clarity and insight
so you can raise with confidence,
from Seed to Series-Z
About
Us
Our Story
We were founded with a basic vision: to provide big firm quality and insight to growing companies to enable effective fundraising. That's it. We get you from where you are, to post-raise.
We focus on companies who want to grow, and fast. Our professionals sift through the weeds to provide meaningful insight on metrics you know, and those you don't.
Who We Are
We are a team of CPA's and accounting professionals who come from various industry backgrounds, ranging from Big 4 audit working with Wall Street, to internal accountants, to rock-star bookkeepers. We've seen big and we've seen really small, and most things in between. Our team operates virtually, so we are where you are.
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What
We
Offer
Outsourced Controller
Oversight and guidance. We review monthly reports, explain variances, manage forecasts, oversee the accounting team and monitor cash balances like a hawk. We can work with your internal bookkeeper or ours. Your choice.
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Starting at $1,250 / month
Bookkeeping
Our team will sift through the bank statements, invoices, bills, and payroll to make sure each month you have a reliable and high quality set of financials to review. We don't cut corners or make them "good enough" for tax reporting. Some things are complicated, and we handle them.
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Starting at $600 / month
Financial Statements
Financial statements that will stand up to investor scrutiny. We prepare them with professional grade quality and can directly answer any questions that current and potential investors may have so you can raise with confidence.
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Starting at $1,000 / quarter
Forecasting
We can't tell the future, but we can try to predict it. We use our expertise and your business insight to create a forecast that allows you to hire and spend with confidence. Forecasts are revised throughout the year so as circumstances change, you can react.
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Starting at $1,500 / quarter
Internal Controls
As your business grows, so will it's sophistication. We work side by side with your team to create flowcharts and design a suite of processes and internal controls that prevent risk and financial errors. We've seen how big companies manage it, and can custom fit a set for you too.
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Custom pricing
Why
Us
A Commitment to Quality
Beyond all the numbers and reports, trust and confidence is really what we sell. We are committed to offering clients the highest quality deliverables because we know that you can't operate without them. Others may over-simplify complex concepts, tell you "rules of thumb" to operate your business, or even slap together statements that paint a fuzzy picture. We don't. We know some transactions and concepts are hard, and we take the time and do the research if needed to make sure it's done right.
Your Partner, Not Just a Vendor
We don't think of ourselves as service providers. To us, we are part of the team. Your team. We act as a trusted resource, and integrate ourselves into the nitty gritty of our business so we can answer the tough questions as if we are there with you in the trenches each day. Because we are.
Contact
Us
Our Address
We are where you are. We're virtual!
Our Phone No.
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