Our Process
All services are offered at a flat monthly rate so clients know exactly what to expect. We have partnered with several popular tools such as Quickbooks, Bill.com and Twillio (among many others) and pass on the savings to our clients. Most clients see immediate savings of about 25%-40% depending on the tools and their usage.
Transparent pricing
No implementation fees, discounted licenses, and a dedicated team
first
60 days
Complete re-architecture of systems, controls and workflows
monthly Closings
Financial statements, follow ups, payables and receivables
Ongoing
Strategy
Budgeting, financial modeling, board meeting and tax preperation
Our Team
We are founders of over 15 companies across sectors including consumer, retail and financial services. We have also deployed millions of dollars in venture capital and know the investor mindset. We apply all the insights and best practices we've learned to help our clients scale.
Seth Berkowitz
Principal
Dan Shekhtikhin
Principal
Greg Perel
Principal
Blair Howisey
Principal
Get a Free Evaluation Today
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