Accounting & advisory for growing companies

Accounting that thinks a few moves ahead.

Clean books, fast answers, and a senior team that already understands your industry. You spend less time chasing your numbers and more time using them.

Serving software, AI, crypto, agency, nonprofit, and startup organizations from seed through Series B.

What working with us looks like
  • Your books closed in about five days, every month
  • Questions answered in hours, on Slack, email, or a call
  • Reporting shaped around your industry, not a template
  • One experienced team that knows your business by name
Our approach

An experienced accountant who actually knows your business.

Most firms hand you a junior bookkeeper and a portal. We do the opposite. You work directly with people who have seen your situation before and can tell you what it means.

That means the person reviewing your close is the same person who joins your board prep. They know why last month’s margin moved, which client is slow to pay, and what your investors will ask about next quarter. Nothing gets lost in a handoff.

We use modern tooling to move quickly and catch errors early. It runs in the background so we can spend our time on judgment, context, and the conversations that actually change your decisions.

Senior people on your account

CPAs and finance leaders who have worked inside companies like yours. No rotating cast, no offshore handoffs.

Communication that keeps up

We work where you work. Ask a question in Slack and get a real answer the same day, from someone who knows the context.

Books that stay current

A five-day close means you make decisions on this month’s numbers while they still describe your business.

Insight shaped by your industry

Token treasuries, ARR schedules, agency utilization, restricted funds. We bring the benchmarks that fit what you actually do.

Who we serve

Built for the industries where finance gets complicated.

We go deep in a handful of sectors rather than shallow across all of them. That is what makes the advice worth having.

What changes

The difference shows up in how you run the business.

Your books are the starting point. What you actually get is the ability to answer any financial question about your company on the spot.

01

Financials you can read

Your P&L, balance sheet, and cash flow presented in plain language, with the two or three things that actually moved called out.

02

Burn and runway you trust

Know how much cash you have, how fast you are spending it, and exactly how many months that buys you. No spreadsheet guesswork.

03

Trends you catch early

See where revenue, expenses, and margins are drifting while there is still time to do something about it.

04

A close that keeps pace

Books closed in about five days. Every decision runs on current data that still describes your business.

05

Hiring decisions backed by numbers

Know what you can afford before you make the offer, and what the fully loaded cost does to your runway.

06

Always ready for diligence

Board meeting next week or a surprise data request from a lead investor, your financials are clean, complete, and defensible.

What we do

Everything from daily bookkeeping to the board deck.

Take the whole finance function or just the part you are missing. Most clients start with one and grow into the rest.

01

Outsourced Accounting & Bookkeeping

Full-cycle accounting run by our team. Transaction coding, reconciliations, AP and AR, payroll accounting, and a monthly close that lands on schedule so you can stay focused on building.

Monthly close Reconciliations AP / AR Payroll accounting
02

Fractional CFO

Strategic financial leadership without the full-time salary. Budgets, forecasts, fundraising support, board reporting, and a thinking partner for the decisions that are hard to reverse.

Forecasting Board reporting Fundraising support Scenario planning
03

Technical Accounting Advisory

The complicated questions, answered and documented. Revenue recognition under ASC 606, equity compensation, digital asset treatment, lease accounting, and audit-ready support for each position.

ASC 606 Equity comp Digital assets Audit support
04

Financial Systems & Setup

We implement and tune the stack your finance function runs on, including QuickBooks, Xero, Ramp, and Bill.com, so your systems scale with the business rather than against it.

QuickBooks Xero Ramp Bill.com
How it works

Onboarding that stays out of your way.

Most clients are fully live in under two weeks, including cleanup of whatever came before.

STEP 01

Discovery call

We learn your business, your pain points, and what good would look like. You get a straight answer on whether we are the right fit.

STEP 02

Clear proposal

A fixed monthly plan matched to your scope. No hourly billing, no surprise invoices at the end of a busy month.

STEP 03

Onboarding

We connect your systems, clean up the history, and get the first close done. Typically under two weeks start to finish.

STEP 04

Ongoing partnership

Monthly close, reporting, and proactive guidance, in Slack and on calls. You always know who to ask.

Client experience

Teams that trust us with their numbers.

“Our monthly close went from three weeks to five days, and the team is always a Slack message away.”

They feel like a true partner in the business rather than a vendor we send documents to. When something looks off, they flag it before we have to ask.

JR Head of Operations B2B SaaS company
“What I appreciate most is how cleanly they fold all of our crypto activity into the broader financials. Everything ties together, and I can walk investors through our numbers with confidence.”
MK Founder & CEO Digital asset trading platform
“They came on in the middle of our seed round and helped us get it across the finish line. Now they keep us on top of burn, and we always know exactly how much runway is left.”
AL Co-Founder AI startup
FAQ

Questions we hear often.

Two things. First, we specialize. We work with software, AI, crypto, agencies, nonprofits, and startups, so we already understand your business model, your metrics, and what your investors or funders expect. Second, you work with senior people directly. No generic bookkeepers, no offshore handoffs, no ticket queue between you and an answer.

Seed stage through Series B is where we do our best work. Some clients come to us pre-revenue, setting up a first chart of accounts. Others are post-Series A and need CFO-level guidance heading into the next raise. We have been through both and we know the path.

Good systems and disciplined process, mostly. We keep your stack clean and integrated so data arrives correctly the first time, and we work the close throughout the month instead of cramming it into the first week. We also use software to handle categorization and flag anomalies, which removes the tedious part. Every output is reviewed by the accountant responsible for your account before it reaches you.

However you prefer. Most clients use Slack for day-to-day questions, a scheduled video call for the monthly review, and email for everything else. We work where you already work. You will not be asked to log into a portal or file a ticket to reach us.

Most clients are fully onboarded within two weeks. That covers connecting your financial systems, reviewing historical data, cleaning up whatever needs it, and setting your reporting cadence. When a situation is urgent, we can usually move faster.

A flat monthly fee based on your scope and complexity. No hourly billing and no surprise invoices. You will know exactly what you are paying each month, and we revisit it openly as your needs change.

Let’s talk about your books.

Book a call and we will look at where things stand today, answer your questions honestly, and tell you whether we are the right fit. No pressure either way.