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Money, finance & legal
Accounting reviews & reports
We can work with your internal and external team to develop bookkeeping & accounting AP processes. We can help determine what your monthly financial accounting data package should look like. Then we can help track, analyze, and summarize financial reports such as balance sheets and income statements, and provide you insights for informed decision-making and financial transparency.
Resource allocation & budgeting
We can help you develop a company budget that aligns with your past performance, and your company’s priorities, and facilitates your spending in the areas of your business you decide are most critical to execute your strategic plan effectively.
Financial remodeling
We can restructure your financial model, so it better aligns with your objectives, enhances your financial performance, and ensures fiscal resilience, greater agility, and increased profitability.
Collections & cash management
We can create and document clear procedures, communication strategies, and technology integrations to improve your cash collections.
Banking
We can help you obtain bank funding and help you manage bank relationships.
Funding
We have worked with many startups and early-stage companies introducing them to funding sources, helping them with financial applications, putting together their stories and being in pitch meetings with them.
Legal
We often help our clients find and manage outside attorneys. We can also help create the pre-lawyer agreements and review contracts while managing legal matters from the business side.
Acquisitions
We can explore possible acquisitions and assist in negotiating them. We can also bring together and partner with other strategic partners to support these efforts.
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