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Our Services

We empower early-stage startups and privately held companies across America to achieve success by delivering efficient, organized, and reliable financial processes from day one, enabling you to confidently navigate your subsequent funding rounds and achieve your growth objectives.​

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Outsourced Accounting & Operations

We transform your financial operations with expert platform optimization across QuickBooks, Xero, Gusto, Rippling, BILL, Ramp, Divvy, Occupier and other essential tech stacks tailored to your business needs. Our team delivers monthly financial closes following US GAAP, with comprehensive supporting schedules for key financial statement line items, and clear reporting that highlights the key metrics impacting your business each period. When complex accounting questions arise, count on our thorough technical research capabilities to provide guidance.

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Financial Planning & Analysis

We craft polished investor and board presentation materials that showcase your company's story and performance with clarity and impact. Our comprehensive financial planning services include annual budgeting, monthly/quarterly forecasting, and detailed budget versus actual analysis to keep your business on track. We develop sophisticated strategic models focused on critical metrics like revenue projections, cash usage patterns, and runway calculations to inform key decisions. When it's time to raise capital, our fundraising support includes professional data room preparation that inspires investor confidence. We also provide customized reporting solutions for specific business insights, such as detailed gross profit analysis by month, project, and location—giving you the financial intelligence to drive growth and profitability.

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Ad Hoc Projects

We're always ready to tackle ad hoc tasks that emerge in today's dynamic business environment because your financial success is our priority.

2625 Alcatraz Avenue #270

Berkeley, CA 94705

415-823-2969

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