More than Outsourced AccountingPlan. Organize. Meet Your Goals.
We offer full access accounting that can help you through the whole journey including a wealth management team after exit.
Keep your reporting organized in one place while collaborating with team members
Centralized Data 2.0
Potato, PoTAHto. Xero is the QuickBooks alternative. Manage invoice, bank reconciliation, and all the other good stuff
Cap Table Management
Key docs in one place, no scramble. Can do 409a valuations & models
Automatic Bill Payments
Automate Payables/Receivables. Dramatically reduce time & store.
Custom investor reports. Financial link to document.
Automate expenses. Reduce Time dealing with receipts.
Early Detection Event Alert System
Trigger events that alert key members to changes that could require attention to avoid costly mistakes
Assistance in identifying and closing capital sources from economic development (alternative to VC and Angels)
Sales and International Tax
Avoid mistakes in invoicing, reporting that could cause large penalties in future