
Successful Client Partnerships
Venture Capital-Backed
AI Startup
$500 - $2k / Month
Clean-up Bookkeeping
Ongoing Bookkeeping
Accounts Receivable
Accounts Payable
Budgeting and Planning
Tax Filing Compliance
Tax Advisory
Private Equity-Backed
Ad Agency
$1.5k - $3.5k / Month
ERP Implementation
Ongoing Bookkeeping
Accounts Receivable
Controllership
Budgeting and Planning
Tax Filing Compliance
Tax Advisory
Founder-Owned, Multi-Site
Fitness Chain
$40k - $80k / Month Plus Fees
ERP Migration
Cleanup Bookkeeping
Ongoing Bookkeeping
Audit Assistance
Budgeting and Planning
Capital Advisory
Operational Consulting
Strategic Advisory
Non-Profit Subsidiary
Real Estate
$3k - $5k / Month
ERP Migration
Ongoing Bookkeeping
Accounts Receivable
Accounts Payable
Budgeting and Planning
Family Office-Owned
E-Commerce
$5k - $10k / Month
Clean-up Bookeeping
Ongoing Bookkeeping
Accounts Receivable
Accounts Payable
Financial Reporting
HR Administration
Private Equity-Backed
Healthtech
$10k - $20k / Month
ERP Migration
Ongoing Bookkeeping
Controllership
Budgeting and Planning
M&A Diligence
Management Reporting
Venture Capital-Backed
SaaS Startup
$500 - $1k / Month
ERP Migration
Ongoing Bookkeeping
Accounts Payable
Tax Filing Compliance
Entrepreneur-Owned, Multi-Site
Restaurant
$500 - $3k / Month
Clean-up Bookeeping
Ongoing Bookkeeping
Consolidated Financials
Tax Filing Compliance
Founder-Owned
Fintech
$15k - $30k / Month
Financial Analysis
Operational Consulting
Organizational Design
Strategic Advisory









