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Industries

Tailored Solutions Across Several Fields

We've built a strong foundation serving the industries listed below. But whatever your field, we're equipped and eager to guide your financial journey.

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Scale Your Software Company

In the software realm, a robust finance function is pivotal for sustainable growth and innovation. We ensure your financials are aligned with your development goals, enabling a smooth journey from ideation to market.

  • Revenue Recognition: Accurate reporting for subscription and licensing models.

  • Capital Allocation: Prioritizing investments in product development and scaling.

  • Financial Forecasting: Anticipating market shifts and business needs.

  • Cash Flow Management: Ensuring operations run smoothly, even during rapid growth.

  • SaaS Metrics Analysis: Providing insights into customer acquisition costs, lifetime value, and churn rates.

Modernize Your Professional Service Firm

In the professional services sector, the right financial strategy can be the difference between success and stagnation. We tailor our approach to your unique service offerings, ensuring you're set up for profitability and client satisfaction.

  • Client Profitability Analysis: Understanding which engagements drive your bottom line.

  • Overhead Allocation: Ensuring costs are distributed effectively across projects.

  • Utilization Tracking: Optimizing billable hours and staff allocation.

  • Cash Flow Projections: Keeping operations smooth in a project-based environment.

  • Contract and Retainer Management: Ensuring consistent revenue streams.

  • Expense Monitoring: Highlighting areas for cost-saving without compromising service quality.

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Automate E-Commerce

In the bustling world of e-commerce, managing finances effectively is key to standing out in a crowded marketplace. We help you navigate the intricacies of online sales, ensuring that your financial backbone supports every transaction and growth ambition.

  • Inventory Management: Optimizing stock levels to maximize profitability.

  • Sales Tax Compliance: Navigating multi-state and international tax complexities.

  • Margin Analysis: Understanding the profitability of each product or SKU.

  • Cash Flow Forecasting: Preparing for seasonal sales fluctuations and growth.

  • Return on Advertising Spend (ROAS) Tracking: Ensuring marketing efforts translate to sales.

  • Supply Chain Finance: Streamlining costs and payments with suppliers and shippers.

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One team for all of your finance and 
accounting needs

LET'S GET STARTED
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