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ABOUT US

We allow business owners to focus on growing their business and to gain a better understanding of how they are really doing. With white glove service and premier financial insight that is usually given to larger organizations we can help you achieve your goals. We not only provide bookkeeping, payroll, financial modeling, and virtual CFO services, but also dashboards and decks so that you can effectively manage your business.

OUR SERVICE

Bookkeeping
Nothing great starts without a great foundation. In our view proper bookkeeping and expense management is where the foundation starts for any business. We utilize technology to stream line your close along with managing your day to day transactions to ensure a timely close.
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Accounting and Taxation
Our team will ensure that your accounts and taxation requirements are maintained to the highest of standards, providing you with accurate and reliable financial information when you need it.
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Payroll
Our team can help meet your payroll needs and ensure employee on-boarding, terminations, direct deposits, and any benefits are handled seamlessly.
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Financial Planning
We can provide forecasting for cash flow, revenue, opex, personnel, facility, debt, commission planning, and any other requirements you may need. Our goal is to bring high level analytics and forecasting to the mainstream.
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Business Analytics

We want to add value to every company we work with across all industries. Providing analytics to an organization no matter the size can generate immense value by providing not only visualized data of the past but also allow for better planning of the future.

  • Demand Driven Forecasting
  • Statistical Analysis
  • Visual Analytics
  • Predictive Analytics
  • Risk Analytics
  • Performance Management
  • Inventory Optimization
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FINANCIAL PLANNING SERVICES

Cash Flow Analysis
  • Budgeting
  • Debt Management & Financing Options (mortgage, loans, line of credit, etc.)
Funding
  • Pitch Decks
  • 409a Valuations
  • For SaaS Companies (analysis for valuation estimates)
  • Models For Prospective Investors
Operating Expenditure Quarterly Analysis
Scenario Analysis
Payroll Processing
Quarterly Tax Filings For Payroll
Sales Compensation Planning
KPI Dashboards

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