Precision in Every Entry, Expertise in Every Tax Strategy.
Transforming data into insights
We are a finance and accounting firm specializing in assisting small businesses and startups. Our establishment was founded by an entrepreneur with insights gained from companies backed by Bay Area Maveron and Sequoia. Which happened to operate in the CPG and SaaS service industries. Combined with experience from Fortune 500 companies like Amazon, L’Oreal and Nordstrom.
A modern approach
Our dedicated team of experts collaborates closely with each client to craft tailored financial strategies that align with their specific goals and objectives. Whether it's developing comprehensive budgeting plans, optimizing cash flow management, or providing strategic advice on investment opportunities, we prioritize the unique needs of each business we serve. With our wealth of experience and in-depth understanding of industry dynamics, we empower small businesses to make informed decisions, mitigate risks, and seize opportunities for sustainable growth. Your financial well-being is our top priority, and we are committed to being your trusted partner every step of the way.
Our services
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Annual Tax Filing
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Book Keeping Services
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FP&A Budgeting and Planning
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Business Consultation
Get Started Today
Business Consultation
Online consultation, this is designated for you to decided if we are the right fit for your business.
30 mins | Free | Get started
Annual Tax Filing
Online, we will meet with you to gain insights into your business and tax filing type. From their we will design a plan to file your taxes on time.
Varies | Contact Us | Get started
Book Keeping Services
Online, we will make closing your books easy and provide you with a three statement view of your financial picture.
Varies | Contact Us | Get started
FP&A Budgeting and Planning
Online, we are here to help plan the future of your business. Providing a strong quarterly forecast cycle to keep you on top of strategic changes.
Varies | Contact Us | Get started
Clients
Take the next step to financial success for your business.
We will reach back out to you within 24 hours.
Contact us today!