Business Planning
Strategic guidance on key business drivers including revenue, pricing, sales, channels of distribution, scaling and investment.
Entity Setup
Partner with legal on formation documents (or amendments), initiate federal and state registrations, bank accounts and payroll/benefits.
Financial Modeling
Scenario based revenue, headcount, expense and cash flow projections that reflect various fundraising assumptions.
Full Suite Accounting
GAAP compliant reporting, tax preparation, audit support, budgeting and cash flow mangagement. Bookkeeper, Controller and CFO level support.
Contract Negotiation
Develop key deal terms, negotiate advantageous positions, and drive contracts to signature in conjunction with legal counsel.
Equity Tracking
Track company ownership leveraging cap table management tools like Carta and Cake Equity. Scenario analysis on new investment.
Blockchain Accounting
Tokenized fundrasing utilizing Foundations and DAOs, crypto based payments/receipts, cross-chain asset custody, taxable gains/losses.
State & Tax Compliance
Coordinate franchise tax, payroll and sales tax utilizing tools like Avalara and TaxJar for automated sale tax. Generate year-end 1099s.
People Operations
Onboarding, terminations, company policies, employee benefits, performance management, payroll management, and event planning.
Skills and Tools
Accounting Platforms & Integrations
- Quickbooks
- Carta
- Cake Equity
- Bitwave
- Soft Ledger
- Expensify
Payroll and Payments
- ADP
- Deel
- Gusto
- Remote
- Bill.com
- Request Network