Our Services

Customized Solutions for Technology and Life Science companies

Our Services

Small Business Solutions

What We Offer

We are a small business advisory firm offering financial management and consulting services. We offer one-time assistance for setup and/or cleanup of your QuickBooks Online file, or you can take advantage of our ongoing services based on your preferred level of assistance.  Whether you’re just getting started, or you’re well on your way, we can help you reach the next level. 

Accounting Services

We offer a broad range of bookkeeping and accounting services to help you focus on what you do best – running your business! In addition to maintaining your books and reconciling your accounts  we can take care of your Accounts Payable; Accounts Receivable and Collections, Expense reporting, Financial Reports, Budgeting, Sales and Use Tax Filing,  and Annual 1099/1096 Filing. 

One of our specialties is QuickBooks cleanup so don’t hesitate to bring us your messy file. We’ll give it back to you in great shape, and help you keep it there!

Business Operations Consulting

Business consulting is really a catch-all for everything else we do. So much of operations is related to the finance department –  hiring/HR/training, technology/app implementation, team management, etc…

We have worked with small businesses hiring their first team member and businesses who have exited with near 100 employees. If you need some outside assistance to alleviate one of your operations pain points, let us know! We will provide a proposal including a timeline and deliverables for all consulting work. 

Strategic Planning

Financial data tells you where your business has been, but it’s equally as important to plan for the future. Let us help you reach your goals with budgeting and cash flow forecasting.  

We will guide you through the financial analysis process, monitor key performance indicators specific to your industry, help you create a budget and measure your performance against your goals.  We can run what-if scenarios so you can making personnel decisions or see how gaining or losing a client will affect your bottom line. 

Workflow and Process Development

Technology is great, if you know how to use it! Let us show you how to leverage technology to increase efficiency and decrease costs. We can help you get better financial processes in place, leveraging our tech stack and the software you rely on most. 

We will  map your processes and determine the bottlenecks and pain points. We can then recommend solutions to fill in the gaps or replace the outdated systems that you currently have in place. We will walk you through the implementation process of any new software or app that we recommend, so you don’t have to figure it out on your own.