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CLIENT PORTAL

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.  Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
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We specialize in assisting entrepreneurs with startup formation and structure, interim CFO services, strategic advisory, tax compliance, and raising capital support. With our comprehensive suite of services, we empower startups to navigate the complexities of business operations and maximize their potential for success.

Our Services:

Startup Formation and Structure: [$650]

Setting a strong foundation is crucial for long-term success. We provide comprehensive guidance in choosing the right legal structure for your startup, be it a sole proprietorship, partnership, LLC, or corporation. Our experienced professionals assist with business registration, obtaining necessary licenses, and ensuring compliance with local regulations. We'll help you structure your startup efficiently, minimizing legal and financial risks.

Financial Modeling: [$260/hr]

Managing cash flow is essential for startup sustainability. Our team of financial experts helps you develop robust cash flow models that provide accurate insights into your startup's financial health. By analyzing revenue streams, expenses, and projected growth, we help optimize cash flow management, identify potential risks, and make informed decisions to drive growth and profitability.

Pitch Deck Creation: [$1500]

A compelling pitch deck is key to attracting investors and securing funding. Our skilled professionals collaborate closely with you to create a visually impactful and persuasive pitch deck. We highlight your startup's unique value proposition, market opportunity, competitive advantage, and financial projections. By effectively communicating your vision, strategy, and growth potential, we help you capture investor interest and drive successful fundraising efforts.

Interim CFO Services: [$650 – 800 per month]

Having access to experienced financial leadership is crucial during the early stages of your startup. We provide interim CFO services, offering strategic financial guidance and expertise without the need for a full-time CFO. Our experienced professionals assist with financial planning and analysis, budgeting, forecasting, cash flow management, financial reporting, and investor relations. With our interim CFO services, you can benefit from expert financial oversight and make informed decisions to drive your startup's success.

Strategic Advisory: [$260 per hr]

Our seasoned advisors offer strategic guidance tailored to your startup's specific needs. We assist with business planning, market analysis, product development, and growth strategies. By leveraging our extensive industry experience, we provide valuable insights to help you make informed decisions, identify opportunities, and overcome challenges at every stage of your startup journey.

 

Tax Compliance: [based on complexity]

Navigating the complex landscape of tax compliance is crucial for startups. We provide comprehensive tax services, ensuring your startup remains compliant with local tax laws and regulations. Our experts handle tax filings, payroll taxes, sales tax, and other tax obligations, allowing you to focus on growing your business while maintaining compliance and avoiding costly penalties.

 

Raising Capital:

Securing funding is a pivotal milestone for startups. We guide you through the fundraising process, helping you identify suitable funding sources such as venture capitalists, angel investors, crowdfunding platforms, and government grants. Our team assists with investor meetings, pitch refinement, term negotiations, and due diligence preparation, maximizing your chances of securing the funding necessary to fuel your startup's growth.

 

Why us?

We offer comprehensive support throughout your startup journey, from formation and structure to cash flow management, pitch deck creation, strategic advisory, tax compliance, and fundraising. Our integrated approach ensures that you have a trusted partner by your side at every step.

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