Services Offered
Strategy
Annual Planning
Quarterly OKR and KPI Setting
Modelling and Projections
Investor Relations and Reporting
Board Meetings and Presentations
Fundraising and Due Diligence
Non-Dilutive Financings
Market Sizing & GTM Strategy
M&A Opportunities
Restructuring and Reorganization
Finance
Monthly Budget vs. Actuals
Weekly OKR and KPI Reporting
Cash Burn and Runway
Unit Economics and CAC
Path to Profitability
Treasury Management
Scenario Planning
Budget Allocation Decisions
Optimize Internal Processes
Hire and Train Internal Teams
Accounting
Financial Statements
State and Federal Tax Filings
A/P and A/R Processes
Compliance and Fraud Prevention
Define Standard Operating Procedures
Payroll Administration
Carta Equity Management
Sales Compensation Structures
Employee Productivity
Employee Benefits