We have the power to support you through all stages
of growth.

How our superpowers help you at each stage

Inception

Starting a company is exciting and a lot of work. Let us help you get it right from the start.

Implement financial systems

Establish scalable accounting processes & procedures

Support day-to-day accounting operations

Build scalable, audit-ready accounting policies

Lead financial statement reporting to investors

Build long range plan tied to scientific milestones

Design cash runway and burn tracking models

Establish controls to ensure contracted spend is reflected in budget/financial model

Prepare due diligence-ready financials from day one

Model capital needs and needed runway to inflection

Support G&A diligence

Establish contract workflows and approvals

Manage contracts request quarter backing with counsel and follow up with third parties

Inventory contracts and ensure fully executed copies are obtained

Establish payroll and benefits

Develop handbooks, offer letters, and policies

Coordinate and onboard employees

Growth

Successfully financing your company will accelerate operations quickly. We are here to help ensure your operations scale with your organization.

Lead efficient month-end close processes and procedures

Provide monthly and quarterly investor reporting

Manage vendors to ensure invoicing does not exceed contracts

Engage, prepare for and lead financial statement audits

Identify and manage technical accounting matters

Write whitepapers and coordinate review with external auditors

Interface with auditors and external counsel

Regular reforecasting, at least every quarter

Budget vs actual reporting and scenario modeling

Support board reporting and KPIs

Support priced financings and investor reporting

Manage external valuations

Lay foundation for scalable growth

Oversee contracts from request to exectuable copy

Reconcile contracts to budget and forecasted spend

Implement and oversee compensation benchmarks and performance management

Create talent strategy & workforce planning

Establish and manage recruiting and hiring processes

Exit

A liquidity event is a huge milestone and too often the gating item is messy accounting and finance. With us, accounting and finance will never be the reason for your transaction slowing down or not getting done. We’ve got you.

Conduct control gap analysis

Prepare MD&A, footnotes, and internal controls

Draft and oversee SEC reporting process

Oversee public company financial reporting post transaction

Interface with underwriters and auditors

Support business case evaluation for partnerships, M&A, etc

Coordinate and support department heads to align strategy to requisite spend

Lead IPOs and M&A readiness

Prepare S-1 or M&A financial documentation

Support transaction to public company or integration into acquirer

Provide leadership coaching and communication planning

Lead change and transition management

…and Beyond!

We are here to support you for the long haul. Whether it be day-to-day accounting, financial reporting, SOX compliance, or people operations, we do it all. We are here to guide you on your current adventure and beyond! Most companies can’t quit us.

Establish internal control framework

SOX compliance and SEC reporting support

Support system implementations

Manage complex post-commercialization revenue streams

Implement HR systems

Drive ongoing people strategy and succession planning

Build and support scalable HR infrastructure

Get in touch!

Let us know how we can support you with your accounting and finance!


contact us