Your Financial Quarterback
We can help with anything related to accounting, finance & tax.
If we don’t have someone in-house, we will find someone to connect you with to manage that play, like a quarterback would in football.
Since our main office is in Seattle, we like to think that we are like Russell Wilson, a modest player who lets the best player shine, but also has bravado to spare and is able to run the ball into the end-zone.
Accounting & Bookkeeping
On a basic level everything comes back to balancing the need for accurate books, and the stresses of tracking your transactions.
Business Plan Consulting
Using the business model canvas and other proprietary tools, we help our clients figure out how to build financial sustainability for their companies. Our expertise is in helping clients navigate the transition from cool startup to rapidly growing company.
Financial Modeling
This process can take some of the guess work out of your finances. Financial modeling helps track progress, aids in goal setting, and insures that investor money is spent productively.
Angel Investment Planning
Getting investors on board with your company isn’t always easy. We’ll help you put together a comprehensive plan to validate investment opportunity with investors, identify investors, coach entrepreneurs on “the ask,” and help with due diligence.
Pitch Development & Coaching
If you want investors to back your business, first you need a great pitch. It has to tell a story, and sell the big picture of your idea. We help entrepreneurs find the right words to explain their complex businesses, and get the funding they need to succeed.
Individual & Business Tax Preparation & Planning
Often overlooked, a tax refund is an interest-free loan given to the government. Having a proactive approach to understanding the year’s income, expenses and how the IRS views them can significantly affect tax liability.
IRS Representation & Correspondence
Allow a CPA to advocate on your behalf. Experienced IRS representation can close your conflicts in weeks, as opposed to months.
Business Formation Assistance
Unsure of which business type fits your company & goals?
Let me help you find the best solution, as well as assist with documents and formation.
GAAP Financial Statement Creation & Review
Properly formed financial statements are necessary when seeking additional funding, securing a bank loan, undergoing significant business transactions, or determining your business’s financial status. I specialize in preparing:
Balance Sheets
Profit & Loss Statements / Income Statement
Statement of Cash Flows
Forecasts & Budgets
Investor Reporting
We prepare monthly profit and loss statements, income statements, balance sheets, cash flow updates, and other pertinent reporting factors.
Budgeting, Financial Statements
As your business grows, it can be difficult to balance the books. We get it. Whether you need department budgets, complete company budget adjustments, financial data to backup performance, or any other financial statements, we can help you navigate the process and insure its done correctly.
Obtaining Debt & Equity Financing
We have a vast network of angel investors and access to strategic partners, investors, and family offices. We’ll help you leverage our network and make the most financially sound decisions.
Management of Startup Legal Process
Working with lawyers can be expensive, especially when it comes to negotiating with investors. We can be your advocate, working with you and your lawyer, saving costs and protecting your interests.
Board Advisor & Observer
We provide investors oversight and reporting on their portfolio companies. We also track relevant milestones, help identify future funding needs, and ensure value growth.
Strategic Planning
Finance touches strategy in all aspects of the business, from pricing to human resources. We can provide a financial perspective when making hard decisions and steer you in the direction of profitable growth.