FINANCIAL PLANNING SERVICES
Our affiliate/partner provides controller and CFO services exclusively to emerging technology firms. Whether you need help with month-end reporting, financial planning, fund raising, or if you just need your books cleaned up to know where you stand, with the help of our affiliate/partner we can supply the financial expertise you need to grow your business the right way. Supporting technology firms is the prime focus of our affiliate/partner. Their sole focus is on providing financial management solutions to tech firms, such as software, IT, and life science companies.
Are your books a mess? Do you need to report to your investors and don’t trust the numbers? We can help get you organized by cleaning up your accounting records for an upcoming audit, bank or investor meeting. We can assist with bank and credit card reconciliations, and revenue, billing or financial reporting issues.
Expert Controller Services
Get the meaningful reports and metrics you need to effectively manage your business. Our seasoned Controllers reach beyond traditional borders and take a business approach to the finance function. We can assist with monthly closing, financial Statements, budgeting and key metrics and dashboards.
We supply the CFO you need to professionally manage and support all functions of your business. Not only will this increase the skill level of your team, it will also save scarce resources– your time– by having an experienced professional handle the critical business tasks. We work on your schedule and your needs, coming once per month or several days a week to get the job done. We can assist with business plans, cash flow forecasting, board presentations, as well as debt and equity financing.