Our services

Everything your
finances need

From day-one bookkeeping to board-ready reporting — we handle the full financial stack so you can focus on building.

📒
Bookkeeping

Your dedicated bookkeeper categorizes every transaction and reconciles accounts monthly. CPA oversight ensures accuracy and compliance at all times.

📋
Tax filing

50+ years of combined experience from KPMG, PwC, Deloitte, and EY. We handle every filing end to end — you stay compliant and maximize every deduction.

🔬
R&D tax credits

The IRS offers hundreds of billions in R&D credits most companies never claim. We identify every dollar you're owed and handle all supporting documentation.

📨
Invoicing

Create and send invoices, automate smart reminder sequences, and see real-time MRR and ARR the moment payments come in.

💳
Bill pay & accounts payable

Future-proof your finance team with AP services combining human expertise and automated workflows. Every vendor paid on time, every time.

📊
CFO & strategic reporting

Cap tables, burn rates, runway, and board-ready reporting. Every financial metric already reconciled and ready to share with investors or your board.

How it works

Up and running
in days, not weeks

01
Free consultation

30-minute call with our team. We learn your business, current setup, and goals.

02
Onboarding

We connect your accounts, migrate your books, and set up your Slack channel.

03
Monthly close

Your books are reconciled by the 5th of every month. Reports land in your inbox.

04
Always on

Questions? Message us. We respond in under 200ms. No tickets, no waiting.

Integrations

Works with your
existing tools

We plug into the tools you already use — no migrations, no disruptions.

QuickBooks
Xero
Stripe
Shopify
Amazon Seller
PayPal
Gusto
Rippling
Mercury
Brex
Ramp
Slack
Bill.com
Expensify
Plaid
Ready to get started?

Let us handle
the numbers

Free consultation. No commitment. Just expert advice.