Who We Are
We’re a team of experienced finance and operations executives, entrepreneurs, and accountants providing outsourced financial management for early stage startups. Founded in San Francisco a decade ago, we have over 120 full-time employees serving over 200 clients from six US and two international offices. We tap into each other’s industry expertise in CPG, technology and professional services, and our bookkeeping/data management team follows standardized processes built on best practices in the industry.
What We Do
We offer a single point of accountability for all areas of our clients’ financial management, from the CFO to the director, controller and bookkeeper. Financial reporting is comprehensive yet cost-effective to produce, with one-click financial reports, dashboards and variance analysis generated on demand. We provide real-time reporting and data access to management teams, which helps our clients build, shape and operate their businesses.
How We Work
Our service model is built around a secure, cloud-based, technology ecosystem that leverages best-in-class solutions like paperless A/P, electronic routing, approvals & payments, and online payroll management & expense reporting. We’ve packaged this experience into a cost-effective model so early stage companies can afford the information they need, when they need it most. We don’t require monthly minimums or long-term contracts because we know our clients’ business is dynamic–we’re here to help navigate uncertainty, not increase risk.