News and Insights

Financial Projections and Analysis
Financial projection and analysis is an internal process that helps a company explain their most recent earnings and growth (or lack thereof). The financial data can then be extrapolated upon to more accurately anticipate (forecast) what is to come and what actions need to be taken to reach the charted destination.

General Ledger Reconciliation and Analysis
The reconciliation process is an internal control that can explain discrepancies between different account balances or records.

Finance 101 Series: Your Guide to Mergers & Acquisitions

Why Should I Outsource My Accounting?
Business growth is exciting, but not without growing pains. At a certain point — usually around $1 million in revenue, although sometimes more — you can no longer be involved in every part of your business.

What is a 409A Valuation?
Is your startup looking to expand soon? You’ll need funding from investors. To secure that funding, you’ll have to offer equity.
Before you can offer equity, however, you need to know how much that equity is worth.
Continue to learn the basics of 409A valuations.
Subscribe for Monthly Updates
Follow Our Social Media: