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Analyzing Data

Every business needs a CFO and a bookkeeper

All-in-one finance, accounting, and bookkeeping services for startups and growing businesses.

Who we are

A small business-focused service firm serving clients throughout the US and Canada.

We're located in the heart of Silicon Valley. Our fractional CFOs and bookkeepers are dedicated to solving your most taxing financial and accounting book problems. We answer your company's financial questions within hours!

 

We work with hundreds of startups and companies, ranging from solopreneurs to fifty-person teams.

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Our Services

Exceeding Your Expectations

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CFO SERVICES

Do you need a CFO?

We provide CFO services at a fraction of the cost of a full-time CFO. We are the fractional or part-time, interim, or consulting CFO. To find out more, click below.

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BOOKKEEPING

Do you need a bookkeeper?

We provide bookkeeping services with quick a response time to your inquiries. Does your bookkeeper get back to you within 24 hours? To find out more, click below.

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GROWTH AUDIT

Do you need a one-time CFO help?

We provide a phased approach to helping your company. You engage with us to review, audit, and implement changes to your current company's financial situation. To find out more, click below.

Why we're different

We will get back to you within hours of your initial inquiry.

We use the latest technology to improve your bottom. Some of our staff started their careers in engineering.

We support startups whether you consist of two founders or have fifty or more employees. We help you scale and grow, and at the right moment, we help you transition your business to a fully staffed in-house finance and accounting team.

RECENT RESULTS

  • ARR growth from $3.5 million to $14.5 million

  • Savings of $20K in taxes due to Balance Sheet errors

  • Identified a $98K error in Profit & Loss

  • Improved a HealthTech founder's time management by 18%, no more unsustainable 60 hours weeks-on-end

  • Re-aligned staffing responsibilities and improved overall company productivity by 23%

  • Solved our clients' non-finance departmental problems by connecting them with other fractional CXOs

  • Advised a startup in raising a seed of $1.3 million

  • 170+ startups served (from solopreneur to $15MM in annual revenue; from one-off project to ongoing engagement)

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