We provide strategic, institutional-grade accounting, bookkeeping, and proactive tax frameworks tailored to the complex lifecycle of SaaS, tech, pharma, and biotech companies.
Every engagement is scoped around the specific financial complexity your stage requires — from your first institutional round to a planned exit.
Scalable GAAP-compliant infrastructure built to survive due diligence.
→ 02C-suite financial leadership without the full-time overhead.
→ 03Accurate, institutional-grade business filings that protect cash reserves.
→ 04Year-round structural tax mitigation — not seasonal preparation.
→A consistent monthly close process that produces decision-ready financials. We architect scalable financial infrastructure that mirrors GAAP compliance and evolves alongside your capital trajectory.
Architecting and project-managing your cloud ledger ecosystem (QuickBooks Online, Dext, TaxDome) for seamless multi-tier data flow.
Transitioning entity ledgers to match GAAP accrual standards and standard corporate accounting frameworks for institutional readiness.
Investor-ready Balance Sheets and P&L statements optimized for board reviews and funding rounds.
Structuring data to feed directly into tax mitigation planning, R&D tax credit captures, and predictive cash flow runway modeling.
Bridge the gap between basic filing and high-level C-suite financial intelligence — without the overhead of a full-time hire. Built for venture-backed startups and scaling entities at $1.5M+ revenue.
Continuous maintenance of your cloud accounting ecosystem (QBO, Dext, TaxDome).
Full oversight of Accounts Payable and automated AR management to eliminate cash flow timing friction.
Managing complex tech team payroll, equity incentive distributions, and multi-state/international remote hiring nexus compliance.
Rolling 12-month cash flow forecasting with precise burn rate monitoring to catch capital gaps 4–6 months in advance.
Investor deck optimization, cap table advisory, and financial reporting packages engineered to survive rigid VC due diligence.
IM access (Google Chat) for ad-hoc strategic decisions alongside dedicated weekly executive financial briefings.
Accurate business filings supported by strong documentation and coordination. We master institutional corporate tax structures to protect your cash reserves while achieving pristine compliance.
Comprehensive corporate tax return preparation scoped per entity type, with full documentation management.
Strategic extension filing when appropriate with clear documentation requirements and zero surprise deadlines.
Individual owner returns available as an add-on for business owners requiring integrated personal and business tax filing.
Important Note
Tax return preparation is typically a separate engagement from tax strategy so pricing and expectations stay fair and clear.
Turn taxes from a surprise into a plan. An ongoing, forward-looking corporate planning engagement designed to insulate your capital reserves, optimize equity frameworks, and drive enterprise value as your entity scales.
Dedicated advisory sessions updating corporate forecasts based on real-time YTD performance. We continuously align tax projections with your dynamic operational milestones.
A structured execution playbook detailing high-impact corporate moves, precise timing, and estimated cash ROI — ensuring zero late-stage surprises.
Identifying and capturing specialized research credits to actively reduce your payroll tax burden — up to $500K in annual offsets for qualifying entities.
Structural planning for founder stock, complex cap tables, and long-term venture-backed exit exclusions to maximize exit value.
Immediate tactical support during major corporate trigger points: Series funding rounds, multi-state nexus expansions, international hiring, or asset transactions.
How We Work
Clients provide month-end financials and key updates by the 15th of the following month. Strategy is only as good as the data behind it — if books are behind, we'll recommend cleanup or bookkeeping support first.