## Overview

We specialize in supporting founders and operators from Pre-Seed–Series B startups to small businesses to franchises trusted by over 3,500 companies to deliver accuracy, clarity, and insight at every stage. Expert finance, powered by software. Our dedicated finance team uses automation to eliminate common errors and integrates seamlessly with tools like QuickBooks, Mercury, Gusto, and Stripe. Faster close, sharper visibility. A faster monthly close, more accurate books, near real-time insights, and faster communication, so you always know where you stand. Scale with strategic finance guidance. When you're ready, our CFO team can help with budgets, fundraising strategy, and ongoing consulting. Extend your runway. We'll help you claim your R&D tax credit (up to $250K or more) and handle the full process from calculation to IRS documentation. US-based support that knows your business. You'll work with a dedicated expert who understands your books and your goals

## Services

• - Accounting & Tax(Primary)
• - Financial Advisory

### Specializations

• - Accounts Payable / Receivable
• - Tax Preparation & Filing
• - Bookkeeping
• - Bookkeeping Services
• - Fractional CFO Services
• - Financial Reporting
• - R&D Tax Credits

### Industries Served

• - Ecommerce & DTC
• - Sports & Fitness
• - Digital Health & HealthTech
• - Hospitals & Health Systems
• - Food & Beverage
• - Consumer Packaged Goods (CPG)
• - Wealth Management & Advisory
• - Logistics & Supply Chain
• - Legal Services
• - SaaS & Cloud Software
• - Artificial Intelligence & Machine Learning
• - Events & Conferences
• - Hotels & Resorts
• - Restaurants & Food Service
• - Human Resources & Staffing
• - Publishing & Media
• - Gaming & Esports
• - PropTech
• - Franchises
• - Architecture & Design

## Quick Facts

• - Engagement: Dedicated Team

## Badges & Recognition

• - Based in USA — Awarded to agencies headquartered in the United States.
• - Most Viewed — Top 10% in profile views for their categories