Financial Infrastructure
Scale With Certainty
End-to-end accounting, tax, and strategic advisory services built for modern, high-growth companies.
Managed Cloud Accounting
Key Deliverables:
- Dedicated account manager & support channel
- Automated bank feed reconciliation
- Monthly accrual accounting & financial statements
- Real-time SaaS dashboard access
The Automated Close Workflow
Real-time bookkeeping and financial reporting using Xero/QBO, Gusto, and Bill.com integrations. Focus on a "Zero-Touch Close".
Bank & SaaS API Integration
AI-Assisted Transaction Mapping
Accurate Month-End Financials
Fractional CFO Services
Monthly CFO meetings analyzing KPIs, growth vectors, and cap table management. Uses algorithmic cash flow modeling.
Key Deliverables:
- 3-statement financial modeling
- Monthly strategy meetings
- Board deck preparation & metric tracking
- Scenario planning & runway analysis
Pricing Tier:
Enterprise
Projected Runway
18.4 Months
Scenario A: Normal Hire
Scenario B: Aggressive Hire
Strategic Advisory & Tax Planning
Proactive tax strategies and infrastructure design. Includes the 2026 Guide to Maximizing R&D Tax Credits for SaaS Startups.
Key Deliverables:
- Quarterly estimated tax calculations
- R&D tax credit studies (SaaS/Tech)
- Entity structure optimization (LLC vs C-Corp)
- Federal & State tax return filing