Clean up and review the chart of accounts and overall financials.
Review financial statements and the overall financial performance of the business.
Industry-best software used for day-to-day bookkeeping
Review and clean up the chart of accounts, set up bi-weekly meeting cadence
Create a bottom-up annual budget and update projections monthly
Tailored to Tech organizations getting ready to or at the fundraising stage
Allocating constrained capital to the right buckets to optimize cash burn rate is of utmost importance
We make sure that all key metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), Time to close, etc. are accurately reflected and potential investor questions answered
We consolidate all required documents such as past financial performance, projections, budget, tax returns, etc as well as data and metrics to support assumptions
Understanding current cash burn rate and spending and using this data to inform the right amount to raise to operate the business, as well as post raise burn rates
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