Services Matrix
Explore our comprehensive range of financial services tailored to different company stages and needs.
Core Functions
Service
Pre-Seed
< $2M
Early
$2M - $10M
Growth
$10M - $50M
Later
$50M+
Accounting (GAAP accounting)
Compliant financial record-keeping and reporting
Bookkeeping
Day-to-day transaction recording and reconciliation
Add-on's
Service
Pre-Seed
< $2M
Early
$2M - $10M
Growth
$10M - $50M
Later
$50M+
AR (raise invoices, run collections process)
Accounts receivable: invoicing and collections
AP (Payments, credit cards etc)
Payment processing and credit card management
Payroll
Employee compensation management and processing
Tax compliance (annual payroll etc)
Ensuring compliance with tax regulations
SALT submissions (submit existing, work with external for new)
State and local tax filing management
Foreign exchange (help create and execute strategy)
Managing international currency transactions
Finance Operations Transformation
An overhaul of tech and process