You focus on your business. We focus on your math.
We'll create, repair, maintain and interpret your financial model so you know the impact of your decisions... and how much runway you have left.
We'll produce a dashboard so you, your investors and your team can understand what is happening in the business.
It's a good idea to take into account the financial impact of your operational decisions. We can help.
Good bookkeeping is good housekeeping. We'll take care of it for you.
We'll build, maintain and make sure you understand your cap table.
Pricing, Lifetime Value, Contribution Margin, Growth Sensitivity. Investors want to know.
Protect yourself. Get your 409A valuation done right.
You've made it past launch, market validation, and scaling. Be prepared for what comes next.
Fundraising is more than courting investors. We help you size your round and prevent unnecessary dilution.
We help you prepare and ensure that your data and presentation are properly focused.
Investors support CEOs that provide strong reporting and transparency. We keep them happy for you.
Companies that scale can break, hindering their employees. We help you plan and avoid those pains.
Tax & Audit
Don't want to think about the IRS? We'll drive that process for you.
You'll sleep better once we've setup your payroll.
We can help you get the right health and commercial insurance.
70% of startups prematurely scale. 93% of those never reach $100k in monthly revenue. 100% never reach 100k users.
-Startup Genome Compass
Plan Better Now
We work with clients of any stage and business type.
Founder & CEO
Head of Finance at
M&A & FP&A at
Bain & Company
Mark Peter Davis
Strategy & Development, CFO
Capital Consultant @
Head of Bookkeeping Operations
Seattle Strategy & Dev, CFO
Serial Entrepreneur &
CFO, Biz Dev
Head of Finance
Formerly Head of Finance at
, Controller of
New York Mercantile Exchange
Chief of Staff
Fluent in 4 languages, proficient in 7
Certified QuickBooks ProAdvisor
Bookkeeper & Accounting Manager
CFO, Director of Operations
Emerging Markets Investor
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We have offices in the following cities, but service clients nationwide:
New York City