Early-stage and pre-revenue companies are our business.

Our deep and intimate understanding of the anatomy of a startup allows us to offer high-level accounting, tax, due diligence and a variety of advisory services to all companies, including angel investor & VC backed, and private equity portfolio companies. We have a strong focus on entrepreneurs and early-stage companies with a presence in Chicago and San Francisco.

Our expansive suite of solutions for startup and early-stage companies includes:

  • Financial Reporting Guidance
  • Best Practices Consulting
  • Business Management (Bookkeeping, Cash Management)
  • Business Valuation
  • Buy/Sell-Side Due Diligence (Financial, Operational & Tax)
  • Cash-Flow Modeling & Projections
  • Contract Administration
  • Debt & Equity Structuring
  • Entity Formation
  • Forecasting & Budgeting (Cash Burn and Cash Runway)
  • GAAP & IFRS Compliance
  • Internal Control Setup & Testing
  • Month-End Accounting
  • Pitch Decks
  • Post-Acquisition Integration
  • Pre-Transaction Evaluation & Planning
  • Purchase Price Allocation
  • Tax Planning & Reporting
  • 83(b) Elections