Our Services


...utilized during high growth...The quality & dedication of their staff was excellent
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Keerti Melkote
Founder & CTO, Aruba Networks
... very helpful in getting our finances organized...and greatly appreciated
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Jeremy Stoppelman
CEO, Yelp
... valued partner...have gone above and beyond time and time again
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Gary Swart
CEO, oDesk
...an outstanding job during our rapid growth & continues to provide excellent support
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Lane Bess
CEO, Palo Alto Networks
...most experienced & nuanced financial advisor to young start-ups in Silicon Valley
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Rick Stubblefield
Founder, Lighthouse Capital Partners

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Finance, Accounting & Systems

Our consultants are trained to hit the ground running when it comes to getting your company set up. From accounting system set up, to establishing procedures, general accounting, budgets, business plans, forecasts or Board Packages, we produce the information you need to run your company and report key metrics to your Board on your progress. Our technical expertise with Revenue Recognition, FAS123r and International Accounting is unsurpassed.

Finance Accounting Reporting
  • Stock Option Administration
  • Negotiate Lines of Credit
  • Negotiate Growth, AR Lines
  • Equipment Financing
  • 409A Valuations Reviews
  • Cash Investment Assessment
  • Cash Management Policies
  • Manage Bank Relationships
  • Manage Audit Relationship
  • Legal Liaison
  • Develop Standard Contracts
  • GSA Schedules
  • Defense Department Contract
  • Financial Budgets
  • Financial Forecasts
  • Business Modeling
  • Internal Audits & Controls
  • Establish Best Practices
  • Forensic Audits
  • Audit Committee Projects
  • Policies Manuals
  • Procedure Manuals
  • Fixed Assets Tracking
  • 123r Implementation
  • Audit Support & Preparation
  • Tax Preparation
  • Sales Tax Compliance
  • Month End Accounting
  • Revenue Accounting
  • Checks & Accounts Payable
  • Billing & Invoicing
  • A/R Collections
  • Government Filings
  • System Implementations
  • Upgrades & Conversions
  • Equity Accounting
  • Equity Tracking System
  • GAAP Implementations
  • Contracts Administration
  • Onsite Subsidiary Reviews
  • Board Packages
  • Management Reports
  • Company Dashboard
  • Company Metrics
  • Revenue Recognition Policy
  • Variance Analysis Reporting
  • Waterfall Tracking
  • Cash Burn Analysis
  • GAAP Financial Statements
  • Annual Reports
  • Financial Presentations
  • SEC Compliance
  • SEC Reporting
  • SEC Filings - S-1,10Q, 10K
  • GAAP Compliance
  • Financial Restatements
  • Capitalization Table
  • Options Management
  • Stock Re-pricing
  • Board Report Reviews