High-Touch Accounting Services

Our Services

From the most complex financial instruments, to your daily financial reporting needs, we’re here to help you make balanced decisions.

Convertible Notes

Do you have Convertible Notes you have to account for? Do you really want to deal with them? Let us take care of the accounting for these.

SAFE Agreements

Perhaps you don’t have to deal with Convertible Notes but have some SAFE Agreements to account for? Again, don’t waste your time on these, you have bigger fish to fry.

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.

Book a Free Consultation

Every business is unique and has it’s own set of accounting and financial needs. We’d love to learn about the nuances of your business’s accounting needs.


While you focus on driving value for your product & operations we'll provide the financial reporting & analysis for making balanced decisions. — Our Mission About Us