Services & Solutions

• Invoicing & Accounts Receivable

• Accounts Payable/Bill Payment

• Spend Management

• Procurement

• Payroll & Commissions

• Bank/Treasury & Cash Management

• Mailroom

• Tax Prep (excl Filing)

Financial Planning: 

• Financial Modeling

• Cap Table Management

• Risk Controls

• Sales Pipeline Management

• M&A Advisory

• Valuation

• Investor Relations

• Fundraising

• Data Room Management

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BI Reporting:

• Data Cleansing and Ingestion 

• Report Planning and Building

• Management Team and Board Consultation

Solutions Consulting & Planning:

• Systems Procurement (Consulting and Planning)

• Cost/Benefit Analysis (payment platform, budget systems, payroll, etc)

• Financing Partner Selection

Systems Integration:

• Needs Analysis & Advisory

• System Planning & Design

• Technical Project Management

• Process Design & Development (Software Dev, etc)

• System Deployment & Management (DevOps)