Our Experiences

We've engaged with a variety of clients across many industries including: SaaS, CPG, Professional Services, Private Education, Manufacturing, etc... Our clients range from Pre-Seed to Series B, pre-revenue to $10M+ run rate, and 5-100 employees.

Entity A

Technology, $2M run-rate, 15 employees, $14M Series A

Managed day-to-day accounting operations & month end close
Engineered & managed financial management tools
Built out our financial infrastructure to track new manufacturing operations

Managed Accounting, Controllership

Entity B

SaaS, $1M run-rate, 21 employees, $4M Series Seed

Performed financial audit of previous firm's work and corrected financials
Redesigned daily accounting & month end close practices
Restructured Chart of Accounts, Financial Model, & Cash Flow Tool
Engineered robust financial management dashboards leveraging Power Query & Power BI data infrastructures

Managed Accounting, Controllership, Fractional CFO Collaboration, Audit & Consultancy

Entity C

SaaS, $6M run-rate, 50 employees, $16M Series A

Revamped the Chart of Accounts to offer further insight into operations
Managed day-to-day accounting operations & month end close
Formulated accounting policies to align with GAAP standards
Guided annual budget preparation and board materials

Managed Accounting, Controllership

Entity D

CPG, $5M run-rate, 45 employees, $10M Series A

Established new accounting & business processes to enable further insight into financial performance. Used new insights to make operational improvements and boost gross profit margin.
Assisted with forming our Annual Operating Plan
Engineered new Cash Flow Tool
Managed day-to-day accounting operations & month end close

Managed Accounting, Controllership, Fractional CFO Collaboration

Entity E

SaaS, Pre-revenue, 8 employees, $1.5M Pre-Seed

Managed day-to-day accounting operations & month end close
Engineered & managed financial management tools
Built out our financial infrastructure to track new manufacturing operations