Strategic Planning
& Forecast Modeling
Senior CFO strategy combined with granular modeling for businesses ready to scale without corporate overhead.
Budget & Forecast Modeling
Cash Management Strategy
Strategic Growth Planning
KPI Development & Reporting
Capital Raise
& Investor Logic
Investor-ready discipline for startups and established operations navigating fundraising or private equity cycles.
Capital Raise Strategy & Support
Board & Investor Presentation Support
Private Equity Investment Analysis
Financial Risk Management & Consolidation
SERVICE CATEGORY 02
Controller & Accounting Services
We bring $100M+ revenue discipline to your books. This is about more than data entry—it's about financial process design that scales with you, ensuring every dollar is recognized correctly and every report is audit-ready. Straight talk, no corporate fluff.
ASC606 Revenue Recognition
Systems Integrations
Inventory Cost Recognition
AP/AR/Payroll
Month Close Cycle
Statement Prep
Back End Admin
Managing Budgets
Compliance
Process Design
Forecasting
Audit-Ready
Payroll & State Tax
A systems-first approach to complex compliance. We manage the high-stakes precision of state and federal obligations so you can focus on scale.
State Payroll Tax
Comprehensive state-specific payroll reporting and compliance management for scaling operations.
Revenue Tax
Strategic oversight of state and city revenue tax, including excise and sales & use reporting.
Federal Reporting
Precision management of 1099 reporting and 940/941 federal filings to maintain total compliance.
Process Design
Operational architecture for tax compliance and systemized process implementation.
Risk & Liabilities
Active management of Workers Comp administration and personal property tax reporting.
Investor Readiness
Building $100M+ revenue discipline to ensure your books are always tax and audit-ready.