Industries We Serve
We're industry-agnostic, but we particularly understand these situations:
Owner-Led Businesses
Your situation: Outgrown the family bookkeeper. Need professional finance. Preparing for transition or sale. Want to run business by the numbers.
How we help: Clean up historical books, implement professional reporting, provide strategic guidance, prepare for exit.
High-Growth Companies & Startups
Your situation: Raised funding, need proper financials. Board demanding better reporting. Month-end taking too long. Don't know burn rate or runway clearly. Preparing for next fundraise.
How we help: Scalable close process, investor-grade reporting, cash flow and runway management, fundraising preparation.
Crypto & Digital Asset Businesses
Your situation: Traditional accountants don't understand crypto. Multi-chain reconciliation needs. Staking, DeFi, or NFT accounting. First audit with crypto exposure. Need defensible position memos.
How we help: Multi-chain reconciliation, technical crypto accounting, position memos, audit preparation, regulatory compliance documentation.
Banks, Credit Unions & Regulated Institutions
Your situation: Regulatory exam findings to remediate. Need interim leadership during transition. Audit preparation and support. Strong controls and documentation required.
How we help: Remediate findings, strengthen controls, interim leadership, technical accounting support.
Preparing for Sale or Transition
Your situation: Planning to sell within 6-18 months. Books aren't ready for buyer scrutiny. Need EBITDA normalization. Facing first audit for sale. Owner retiring or transitioning.
How we help: Financial cleanup, EBITDA normalization, sale preparation, due diligence readiness, transition support.
Venture Capital & Private Equity Firms
Your situation: Portfolio companies are growing, transacting, or under scrutiny. You need financials that hold up - without slowing teams down.
How we help: Investor-grade financials and reporting, due diligence readiness, clean books for add-ons and exits - without bogging down portfolio company management.