We streamline your essential financial and operational tasks, ensuring precision, compliance, and efficiency.

• Bookkeeping: We provide precise financial tracking using QuickBooks Online (QBO) and other software, ensuring compliance with investor and grant reporting requirements.

• Payroll Processing Oversight & Management: We offer payroll administration that ensures compliance and efficiency while helping you avoid costly PEO models.

• Vendor/1099 Management: We handle vendor tracking and compliance to meet tax and grant reporting obligations.

• Business Tax Information Reporting: We prepare and file business property tax reports, 1099s, Statements of Information, annual filings, and other required reports.

• Back-Office Operations Build-Out & Support: We establish and support scalable financial and operational infrastructure to support your growth and investor expectations.

• Financial Policy & Internal Controls Development: We assist in implementing financial best practices, segregation of duties, and internal controls to prevent fraud and ensure compliance.

• Expense Tracking & Cost Allocation: We provide detailed expense categorization for investor, grant, and tax reporting purposes, ensuring accurate financial insights.

• Accounts Payable & Receivable Management: We offer streamlined invoicing, payment tracking, and collections processes to maintain cash flow efficiency.

We understand the unique financial complexities of research and development. Our specialized services are tailored to help R&D companies manage grants, attract investors, and optimize tax benefits.

• Grant Financial Management: We ensure compliance with grant requirements, meticulously track expenditures, and prepare accurate financial reports for funding agencies.

• Investor & Board Reporting: We provide clear and accurate financial statements, detailed burn-rate analysis, and precise cash flow forecasting to align with investor expectations.

• R&D Tax Credit Support: We assist in identifying and documenting qualified research expenses, helping you maximize your eligibility for valuable R&D tax credits.

• Cost Allocation & Budgeting: We create custom financial models to precisely track R&D spending, operational costs, and funding utilization, ensuring financial clarity.

Beyond our core offerings, we provide supplementary services to further support your business's comprehensive financial health and operational needs.

• Fundraising Support: We offer financial projections and grant management assistance to strategically support your business expansion.

• Workers’ Compensation & General Liability Insurance Audit Support: We provide expertise in navigating insurance audits, ensuring compliance with regulatory requirements and peace of mind.

• Document Management: We offer secure organization and maintenance of company records for easy access and compliance, keeping your essential documents in order.