CFO Services

  • Fundraising
  • M&A 
  • Due Diligence
  • Optimize monetization
  • Priority planning
  • Resource allocation
  • Launch strategy & analysis
  • Strategy retreat facilitation

Financial Management

  • Financial forecasts & budgets
  • Fundraising support
  • Cost structure evaluation, benchmark, & recommendation
  • Board representation
  • Investor relations
  • Treasury

Accounting

  • Monthly financial reporting
  • GAAP revenue recognition and expense accruals
  • Back office support
  • AR/AP: Payments and Collections
  • Pre-audit prep

Operations Support

  • KPI Operational dashboard
  • Growth management: process & infrastructure
  • Product prioritization structure
  • Leadership & team building

Tax planning & preparation

  • Tax return filings
  • Tax provision calculation