What we do
Strategic accounting, bookkeeping, and proactive tax — scoped to the real complexity of SaaS, biotech, pharma, and manufacturing companies.
Service 01
A consistent monthly close that produces decision-ready financials. We build scalable, GAAP-aligned infrastructure that grows with your funding trajectory.
We set up and manage your cloud ledger — QuickBooks Online, Dext, TaxDome — so data flows cleanly without you babysitting it.
We move your books onto GAAP accrual standards so they hold up when investors and acquirers look closely.
Clean balance sheets and P&Ls formatted for board reviews and funding rounds — not just for the IRS.
A clean ledger powers your tax strategy, R&D credit capture, and runway modeling. It all starts here.
Best for
Owners who want accurate numbers without the monthly scramble.
Or anyone who needs a solid foundation before layering on advanced tax strategy.
Service 02
C-suite financial leadership without the full-time salary. Built for venture-backed and scaling companies that have outgrown basic filing but aren't ready for a full-time CFO.
Rolling 12-month cash forecasts that flag capital gaps 4–6 months ahead — not after they hit.
Investor-grade packages and cap-table advisory that survive real VC due diligence.
Oversight of payables and automated receivables to smooth out cash-flow timing.
Equity comp, remote hiring, and multi-state nexus handled cleanly as you scale the team.
Weekly executive briefings plus IM access for the decisions that can't wait.
Your cloud accounting stays current every day, not reconciled in a panic each quarter.
Ideal client
Venture-backed and scaling companies at $1.5M+ revenue.
You need real financial leadership to protect capital, deploy funding, and build exit value.
Capital-gap visibility
4–6 months ahead
Service 03
Accurate business filings backed by solid documentation. We know corporate tax structures well enough to protect your cash and keep your compliance clean.
Comprehensive corporate returns scoped to your entity type, with full documentation handled for you.
Strategic extensions when they help, clear requirements always, and zero last-minute fire drills.
Add individual owner returns when you want personal and business filings handled together.
Worth knowing
Tax prep is usually a separate engagement from tax strategy, so pricing and expectations stay fair and clear.
Our approach
Compliance that also lowers what you owe.
We map your operations against current tax law to stay clean while legally minimizing the bill.
Service 04
Turn taxes from a yearly surprise into a plan. An ongoing, forward-looking engagement that protects your cash, optimizes equity, and builds enterprise value as you scale.
We update forecasts against your real year-to-date numbers so the plan keeps pace with the business.
A clear playbook of high-impact moves, the right timing, and the cash each one is worth.
We identify and capture Section 41 research credits — up to $500K a year in payroll tax offsets for qualifying companies.
Section 1202 structuring for founder stock and cap tables — set up years before an exit, when it counts.
Tactical help during funding rounds, multi-state expansion, international hiring, and major transactions.
R&D credit potential
$500K
Maximum annual payroll-tax offset through Section 41 for qualifying SaaS, biotech, and tech companies.
Start with a free assessment. We'll tell you exactly where the gaps are and what's worth doing first.
Request your assessment