About
We have spent the last decade building startups. We live in Excel & Quickbooks. We are obsessed with automation. We have designed dashboards, built CRMs from scratch, and sold companies. We love helping business owners.
Ongoing Bookkeeping
- Categorizing all transactions
- Invoicing & Accounts Receivable
- Processing bills & Accounts Payable
- Reconciling every account
- Updating dashboards and custom reporting
- Owning accounting inbox - responding to customers, vendors, and internal teams
One-Time Cleanup
- Comprehensive cleanup of chart of accounts
- Review every balance sheet & income statement account for accuracy
- Ensure correct accruals for prepaid expenses, deferred revenue, all invoices & bills
CFO Services & Automations
- Improve financial processes
- Automate manual tasks
- Build and maintain financial models
- Cashflow management
- Custom reports & dashboards
- Build & manage finance team
Service Area
Available to work in all states
Details
- Category
- Vendor
- Product Type
- Member Since
- June 2025
Contact Information
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