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On-Demand Accounting Services

While you focus on driving value for your product & operations we’ll provide the financial reporting & analysis for making balanced decisions.

The Lifecycle of Accounting for your Business

We believe that by demystifying the Lifecycle of Accounting for your business, we can not only save you time and money, but we can also save you from a lot of painful learning lessons. Accounting as a whole is shrouded in a thick smoke of abstract complexity. Some of that smoke is real, but most of it is simply smoke and mirrors…

What phase of the Accounting Lifecycle are you in?

DIY

Bootstrapper / Seed & Development

Are you in the Do-It-Yourself phase of the Accounting Lifecycle?

  • You are a freelancer, independent contractor, or small business owner
  • You make decent money, up to $100k/yr
  • You use accounting software, such as Wave Accounting or Quickbooks
  • Or maybe, you don’t use any accounting software, to save money, and then just wing it from your bank account come tax time
  • You can’t really afford to pay someone to do it for you
  • You took an accounting class or something in college

Solutions for you

QuickBooks, Wave, Indinero, Pilot, Bench.co

We want to help you find the right tool for the job, unfortunately we’re not quite the right fit for you just yet…

NEED A BOOKKEEPER

Launch / Startup

Are you in the Need-A-Bookkeeper phase of the Accounting Lifecycle?

  • You don’t have time to deal with accounting
  • You don’t need an accountant
  • You don’t have any investors or stakeholders to report too, or maybe have family and friends investors
  • You don’t have plans to grow your business beyond it’s current size
  • Whatever comes in or goes out of my business bank account is how I deal with accounting, cash-basis accounting
  • You’re willing to spend some money on bookkeeping

Solutions for you

Upwork, LinkedIn, ThumbTack

We want to help you find the right tool for the job, unfortunately we’re not quite the right fit for you just yet…

NEED AN ACCOUNTANT / ACCOUNTING TEAM

Growth / Establishment

Are you in the Need-An-Accountant phase of the Accounting Lifecycle?

  • You have a higher volume of transactions
  • You have more complex business transactions, moving from accrual based accounting from cash-basis
  • You have employees
  • You’re making money or pre-revenue funded
  • You have a big vision and plan on growing your business

Solutions for you

We’re the perfect fit!

Let’s schedule a time to talk.

NEED AN ACCOUNTING TEAM

Expansion

Are you in the Need-An-Accounting-Team phase of the Accounting Lifecycle?

  • You are making a TON of money
  • You have a BIG team
  • You keep all your data in-house
  • You have more complex business transactions & accrual based accounting
  • You may have investors, convertible notes, debt
  • You’re building an in-house Accounting department

Solutions for you

We’re the perfect fit!

Let’s schedule a time to talk.

NEED AN INTERNAL ACCOUNTING DEPARTMENT & AN EXTERNAL ACCOUNTING TEAM

Maturity & Possible Exit

Are you in the Need-An-Internal-Accounting-Department-And-An-External-Accounting-Team phase of the Accounting Lifecycle?

  • You are making a TON of money
  • You have a BIG team
  • You keep all your data in-house
  • You have more complex business transactions & accrual based accounting
  • You may have investors, convertible notes, debt
  • You’re building an in-house Accounting department

Solutions for you

We’re not the solution, but would love to be part of it. You should talk to one of the big 4 ( PWC, E&Y, KPMG, Deloitte ) and we can augment your team.

So, which phase of the Accounting Lifecycle is your business in?

Whatever phase you’re in, keep it handy and if it looks like we might be a good fit, let’s schedule a time to talk.

Monthly Accounting

Classification of transactions within the Enterprise Resource Planning (ERP) system under a cash, modified-accrual, or accrual basis. We will also assess prior classification.

Dashboard Reporting

Provide weekly or bi-weekly data on most relevant accounts. This will capture trends and will enable quick response times to your company’s most important metrics.

Ad Hoc Financial Reporting

Provide customized reporting of financial information to internal or external parties (i.e. investors, venture capital firms, hedge funds, etc.)

Technical Accounting

Completion of accounting memos for complex technical areas. These memos will analyze US GAAP and provide a position that your company takes on these issues.

Accounting Policies / Procedures

This manual will summarize your company’s accounting policies and procedures for relevant areas. We will work with you to understand the company’s current state, and then provide best practices to get to a future state.

Accounting Policies / Procedures

This manual will summarize your company’s accounting policies and procedures for relevant areas. We will work with you to understand the company’s current state, and then provide best practices to get to a future state.

Cap Table Management

Track and update the cap management table in Excel and / or work with your transfer agent (i.e. Carta) to update the cap table on a regular basis.

Review of Contracts

Review material sales contracts and employment agreements to ensure that they are accounted for accurately.

Encrypted Messaging Channel (i.e. KeyBase, Slack)

Have immediate questions? Contact us through our encrypted messaging channel and we will respond as soon as possible.

We Also Do

AR/AP

Evaluate the Accounts Payable process to identify pain points and areas of improvement. Help to implement best practices as applicable.

One-Time Projects

We LOVE to tackle one-time projects. We’ve listed a few examples below, but seriously, we’d love a shot at your most pressing projects.

Audit Preparation

Ensure that a private company is audit-ready for an accrual-basis external audit. This involves preparing audit-ready workpapers.