Services

Engagement as an advisor to the CEO and leadership team

Building start-up financial models with long-range and cash runway planning

Developing the fundraising story

Building out the financial team necessary to support growth when the time is right

Confidential executive coaching for Director/VP levels and up, providing internal bench strength

Full-cycle data and reporting validation from customer acquisition to revenue recognition

Financial and company KPI reporting for management and investor presentations

Establish sound month-end processes and performance evaluation while achieving a 10-business day close

Systems implementation for accounting and financial forecasting tools

Developing corporate structure for optimum operational and tax advantage

Complete transfer pricing agreements in partnership with tax / audit partners

Preparing internal systems and processes for multi-currency transactions

Understanding the impact of foreign exchange rates and the opportunity for currency hedging with your bank

Coordination with internal or 3rd party accounting teams for consistent, accurate and transparent monthly close processes

Considerations regarding conversion from cash to accrual accounting methods (GAAP)

Validation of internal reporting to support the defensibility of accounting reconciliations

Preparation for first time audits of financial statements

Financial tech stack optimization and recommendations

Software evaluation, vetting, selection and contract / pricing negotiations

Scope and development of internal reporting requirements that minimize integration complexities

Implementation, sand box testing and user adoption training

Requirements documentations for financial systems implementation

Participation in fundraising activity and due diligence processes

Preparation and compliance with ongoing reporting requirements

Cap Table audit and financing dilution scenarios

Completion of 409a valuation analysis

Compliance certifications required by any debt obligations