Cash flow insight for growing startups
Zoho Books. Quickbooks Online. Xero. We help you identify the right apps to use, and then take care of all the required bookkeeping & forecasting to keep you on track.
We've worked with some of the best companies & clients
Why work with us?
Need a personal planner or a super savvy accountant in one place? Need Zoho One support along with someone that knows their way around Shopify, WooCommerce or Amazon? Whatever your need is, we're happy to review your needs in a complimentary meeting.
We are like an extension of your bookkeeping team
We typically take over from an entrepreneur doing their own bookkeeping, or a from a previous bookkeeper who might no longer be the best fit the company's growing needs.
Whatever the case may be, we start with a confidential needs assessment and tailor our services and a fixed monthly fee to meet your current and future needs.
A simple, yet effective three step process
Monthly Bookkeeping
All of our services revolve around monthly bookkeeping.
Without good bookkeeping, CFO services cannot happen. Good bookkeeping, combined with a viable strategy helps you sustain a profitable business, which can then generate long term personal wealth.
Defining Virtual CFO
Financial statements, even monthly ones, are still a record of what happened in the past. CFO's care about next month, next quarter, next year and the decisions you need to make now to be ready to seize opportunities.
Growth & Scale: Technology
An ad-hoc approach to both bookkeeping & technology can work until it doesn't. It's easy for diseconomies, inefficiency and high costs to sneak into your business.
Not convinced? Take a look at some of our case studies
Despite being only 2 years old, we've been busy! We have been privileged to complete comprehensive business plans, complex COA redesigns, financial models/valuations (3-way, 5 years), multi-year bookkeeping cleanups and many months of accrual bookkeeping for our valued clients.
Hear what our amazing customers say
"Numbers are not my thing, but it was holding me back before."
Starting a new fashion brand is not easy. You need a marketing plan, a cash flow plan, good unit economics and continual evidence of growth in order to satisfy investors and attract high quality stakeholders such as employees, wholesale buyers and investors.
"Agency X helped us to reach our business goals"
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