High-Touch Financial Services

Our Services

We offer high-touch financial services. What exactly does that mean? It means we don’t just count beans. It means if you have a problem, we’re here to help you find a solution. It means if you have a question, we are here to help you find an answer.

Smart Statements

Financial Statements are loaded with valuable information. But the information is only as good as the people interpreting it. We don’t just count beans. With our Smart Statements service not only do we generate your financial statements, we interpret them for you and mine them for valuable insights to help you grow your business.


ERP Integration

For start-ups and smaller companies with little to no inventory, we can provide guidance in setting up the accounting / finance team on a NetSuite or Xero ERP system. We can also serve as the intermediary between you and NetSuite consultants in building out workflows, including setting up bank feeds and establishing sufficient controls.


Audit Preparation & Support

We can help you get ready for an audit, including setting expectations for support that is required as well as “pre-auditing” workpapers. We can also help provide assistance in creating audit deliverables and serving as the intermediary between you and the external audit team.


CFO / Controller Support

We can provide overall special project support for CFOs and Controllers so they can focus on core tasks. Additionally, for start-ups and small companies, we can provide CFO / Controller services including working with third party experts, providing regular reporting to executives / owners, and owning the financial reporting close process.


Technical Accounting Analysis

We can help you interpret FASB guidance for private and public companies. We’ll also assist in preparation of whitepapers to support accounting treatment in areas such as lease accounting, stock compensation, financial reporting / disclosure, digital assets, and revenue recognition.



Focus on driving value for your product and operations. We'll provide the financial reporting and analysis to drive Balanced decision making. — Our Mission About Us

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