Choose the support you need. Every engagement is led by CPAs and tailored to your stage of growth.
CFO Services and Strategic FinanceFractional CFO leadership: budgeting, cash-flow planning, board reporting and investor-ready finance without a full-time hire.Business Plan and Pitch DecksInvestor-ready business plans and pitch decks, including plans for visa and immigration filings.Financial Modeling, Projections and Data AnalysisThree-statement and SaaS models, forecasts and scenario analysis that stand up to investor questions.Company Valuation and 409ADefensible valuations and 409A reports for fundraising, equity grants and transactions.Due Diligence and QoE ReportsBuy-side and sell-side due diligence and quality-of-earnings reports.Accounting and Bookkeeping ServicesOutsourced bookkeeping, accounts payable and monthly close handled by CPA-led teams.
Also available
- 3-statement financial models and SaaS financial models
- Budgeting and forecasting
- Accounts payable management
- Fractional CFO services
- Business plans for E-2, EB-2 NIW, EB-5, UK Innovator Founder and Canadian applications