We free founders and entrepreneurs from the daily operational grind to focus on what they love: creating, solving problems and bettering lives.
The basics of business. How much cash do you have, where did you spend your money, and how much do you owe in taxes? We set up your system, maintain it, and free you up to focus on other aspects of your business.
Data is only valuable if it's usable and understood. What do the numbers tell you? Use of forecasts, dashboards and metrics helps run a business efficiently, which means more resources available for growth.
Whether it's your first company or 10th, an experienced advisor is a game-changer. Our team brings experience with the finance and accounting of hundreds of companies, available to you whenever and however needed.
You started your company with a passion to solve a problem and better the world. We did the same. Our passion is seeing companies succeed and win. We accomplish this by providing a complete solution to the operational side of the business. This frees founders to focus on development and innovation, knowing that they have a solid business foundation to build on.Providers we work with:
Our clients go through a standard process to fully implement a robust accounting and finance solution. The time to implement varies, but the process is cumulative and includes:
It’s Moving Day! Actually, as we all know, it isn’t a one day process. And while you (hopefully) have fewer “things” in your business than your home, there are a lot more notifications and other communications that need to happen when you move your business. Here is a quick list of steps to take (there Keep Reading
"Dan possesses an excellent fund of knowledge and has consistently applied himself on our behalf, tailoring his services to our unique needs and urgent situations. Furthermore, Dan has proven himself to be upstanding in character and warm in his interaction with our staff."Nicholas Cominellis
"Dan worked with our startup to ensure that we structured our finances and accounting correctly from the very beginning so we can make smart decisions as we move forward. In essence Dan has helped me sleep better at night!"Arnold Smyth
"Dan has helped me on a number of different projects I've worked on ranging from financial projections to consultation. He breaks the numbers down for me in a way that makes it easy to understand and bring to my potential investors and sponsors. Dan is always willing to help and learn, making collaboration with him a wonderful experience."Kelly Tomlinson