Series A | Scaling

Fuel Your Growth

Your growth, your team, and your financials are getting complicated quickly. You need a  full-service accounting team with expertise at every level.

Tailored Services for Series A Funding and Beyond

The Deep Dive

Scale and build capacity at the speed of business.

Our team helps you transition to more sophisticated tools for accounting and reporting. You may be outgrowing your initial accounting system (QBO/Xero) due to a more complex organizational structure with multiple entities and different currencies. We help you select and implement a more robust ERP system to handle the challenges associated with the need to provide consolidated financial statements in a single currency to your board of directors and investors. These systems provide an enterprise-wide opportunity to track intricate financial and non-financial metrics, giving you a complete performance picture of your expanding business.

We are your complete accounting department and integral members of your management team, handling everything from transactional processing to Board ready financial reporting. We continue to focus on developing streamlined processes which bolster your internal control structure as well as ensuring your systems and financial reporting are audit ready. This comprehensive service gives you peace of mind and frees you to focus on the strategic aspects of your business.

In this stage, your financial reporting requirements expand and include:
  • Consolidated Financial Statements: As your business expands, it becomes essential to consolidate financial data from various entities into a single comprehensive report. Our reports are tailored to meet the expectations of your board of directors and investors.
  • Multi-Currency Reporting: As you operate across different regions, we ensure that your financial reporting adapts to handle multiple currencies, providing you with accurate and consolidated insights.
  • Non-Financial Metrics Reporting: Beyond financial data, understanding non-financial metrics is key to gauging your business performance. We include relevant non-financial metrics in your reporting package.
  • Audit-Ready Financial Reports: Our comprehensive accounting services ensure that your financial reporting is prepared to meet the exacting standards required for an audit.

Unleash Your Startup's Potential with Tailored Financial Services and Instant Insights

Things are getting complicated quickly. Everything is moving fast…your growth, your team, and your financial needs. At this phase, you get access to a full-service accounting team with expertise at every level.

UPGRADE your financial infrastructure to keep pace with your business growth.

OPTIMIZE your full-service accounting team to focus on strategic decision-making.

PROTECT your business with accounting procedures designed to amplify internal controls.

PREPARE for audit scrutiny because, frankly, this is what your team has trained for.

UNLEASH new insights by integrating both financial and non-financial metrics.

Upgrade Your Financial Operations

Scale and build capacity at the speed of business.

Upgraded Accounting and Reporting Systems

Our team helps you transition to more sophisticated tools for accounting and reporting. You may be outgrowing your initial accounting system (QBO/Xero) due to a more complex organizational structure with multiple entities and different currencies. We help you select and implement a more robust ERP system to handle the challenges associated with the need to provide consolidated financial statements in a single currency to your board of directors and investors. These systems provide an enterprise-wide opportunity to track intricate financial and non-financial metrics, giving you a complete performance picture of your expanding business.

Comprehensive Accounting Services

We are your complete accounting department and integral members of your management team, handling everything from transactional processing to Board ready financial reporting. We continue to focus on developing streamlined processes which bolster your internal control structure as well as ensuring your systems and financial reporting are audit ready. This comprehensive service gives you peace of mind and frees you to focus on the strategic aspects of your business.

Comprehensive Financial Reporting

In this stage, your financial reporting requirements expand and include:

  • Consolidated Financial Statements: As your business expands, it becomes essential to consolidate financial data from various entities into a single comprehensive report. Our reports are tailored to meet the expectations of your board of directors and investors.

  • Multi-Currency Reporting: As you operate across different regions, we ensure that your financial reporting adapts to handle multiple currencies, providing you with accurate and consolidated insights.

  • Non-Financial Metrics Reporting: Beyond financial data, understanding non-financial metrics is key to gauging your business performance. We include relevant non-financial metrics in your reporting package.

  • Audit-Ready Financial Reports: Our comprehensive accounting services ensure that your financial reporting is prepared to meet the exacting standards required for an audit.