Why Reactive Finance Costs You More Than You Think
Proactive Tax Savings
Our tax planning engagements identify an average of $48,000 in annual savings for businesses in the $1M to $10M revenue range. We find these savings through entity structure optimization, R&D tax credit qualification, cost segregation studies, retirement plan design, and strategic timing of income and deductions. Every dollar we save drops straight to your bottom line.
Decision-Ready Financials
Your financial statements should answer questions, not create them. We deliver monthly reporting packages that include P&L analysis, balance sheet trends, cash flow projections, and KPI dashboards tailored to your business model. When your board or investors ask how the business is performing, you will have an answer within minutes, not weeks.
Risk Elimination
Penalties, interest, and audit exposure are not random events. They are symptoms of sloppy financial infrastructure. We implement internal controls, documentation standards, and compliance calendars that eliminate the errors, missed deadlines, and filing gaps that trigger IRS scrutiny. Our clients maintain audit-ready books year-round.
Strategic Tax Planning & Compliance
Entity Structure & Optimization
The wrong entity structure can cost you six figures annually in unnecessary taxes. We evaluate your current structure against your growth trajectory, investor requirements, and exit plans to determine the optimal formation. We handle entity conversions, holding company structures, and multi-entity architectures that maximize tax efficiency while maintaining liability protection.
R&D Tax Credits & Incentives
Most technology and product companies qualify for R&D tax credits but never claim them. Our team identifies qualifying activities, documents the technical requirements, and prepares credit calculations that withstand IRS examination. We have secured over $3.2 million in R&D credits for our clients in the past 24 months. The average credit: $85,000 per year for companies with 10 to 50 employees.
International Tax Strategy
Expanding globally introduces transfer pricing requirements, permanent establishment risks, VAT obligations, and treaty-based planning opportunities. We navigate these complexities so you can focus on building the business. Our international tax practice covers 15 jurisdictions with specific depth in the US, UK, Canada, EU, and Singapore.
Bookkeeping & Financial Operations
Monthly Close Process
Our standard monthly close delivers reconciled financials, categorized transactions, and a management reporting package within five business days of month-end. The package includes variance analysis against budget and prior period, flagging anomalies and trends before they become problems. For high-volume businesses, we offer accelerated close timelines of three business days.
Accounts Payable & Receivable
Cash flow management starts with tight AP and AR processes. We manage vendor payments, invoice processing, collections workflows, and aging analysis to optimize your cash conversion cycle. Our AP automation reduces processing costs by 60 percent and our AR follow-up process decreases average days sales outstanding by 15 to 25 days.
Fractional CFO Services
Financial Modeling & Forecasting
We build dynamic financial models that scenario-plan your growth -- best case, base case, downside case -- with granular assumptions around unit economics, hiring plans, marketing spend, and capital requirements. These models become the foundation for board reporting, fundraising narratives, and strategic decision-making. Our models update monthly with actual performance data, keeping projections grounded in reality.
Fundraising & Investor Relations
We have helped clients raise over $45 million in venture capital and debt financing. Our CFOs prepare data rooms, build investor-facing financial models, negotiate term sheets, and manage due diligence processes. We know what investors look for because we have sat on both sides of the table. Average time from engagement to term sheet for our fundraising clients: 90 days.
Cash Flow & Treasury Management
Running out of cash is the number one reason startups fail. Our treasury management practice builds 13-week rolling cash flow forecasts, optimizes working capital, structures credit facilities, and implements cash management policies that ensure you always have runway visibility. We have helped clients extend their runway by an average of four months through cash flow optimization alone.
Payroll & Audit Preparation
Payroll Administration
We process payroll for companies with 5 to 500 employees across all 50 states and international jurisdictions. Our service includes direct deposit management, tax withholding calculations, W-2 and 1099 preparation, workers compensation reporting, and new hire reporting. We handle the compliance so your HR team focuses on people, not paperwork. Error rate across our payroll portfolio: 0.02 percent.
Audit Readiness & Support
We maintain audit-ready documentation year-round -- not just during audit season. Our systems produce organized supporting schedules, reconciliations, and source documents that respond to audit inquiries efficiently. For clients under active examination, we serve as the primary point of contact with examining agents, managing information requests and negotiating positions to achieve the best possible outcome.
Contractor Compliance
Misclassifying employees as contractors is one of the most expensive mistakes a growing company can make. We audit your contractor relationships against IRS guidelines, prepare proper agreements, manage 1099 reporting, and implement classification frameworks that protect you from reclassification penalties that can exceed $50,000 per misclassified worker.