Financial Strategy
Board and Management Reporting
Fundraising and Investor Meetings, Due Diligence
Business Modeling and Forecasting
Growth Capital, A/R and MRR Lines of Credit Mergers and Acquisitions, Due Diligence
Finance & Accounting
Budgeting and FinancialStatements
Billing and Collections, Vendor Payments
Revenue Recognition
Tax Compliance
Bank and Audit Relationships
Policies and Procedures
Financial Systems Assessment and Implementation
HR
Payroll
Onboarding and Performance Reviews
Salary and Equity Studies
Employee Benefits Analysis and Implementation
Legal
Cap Table Management
Stock Option Management
409a Compliance
Contract Review
Business and Product Insurance
Accounting & CFO Services