Financial Clarity, Seen in a New Light

Modern accounting solutions that empower your business to thrive in today's fast-paced world

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Our Services

Comprehensive solutions tailored to your business needs

Fractional Controllership Services

Part-time controller expertise for monthly close activities, optimizing processes, and implementing systems (Netsuite, Sage Intacct, Bill.com, Concur).

SaaS tech and Fintech Expertise

Providing ASC 606 revenue and ASC 842 lease disclosure compliance. Offering deep knowledge of growing and scaling MRR.

Broker-Dealer FINOP Services

As a Series 27 holder, providing consulting and filing services for broker-dealers for monthly, quarterly, and annual FOCUS and SSOI FINRA reports.

Blockchain Tax Services

Specialized cryptocurrency and blockchain tax consulting to navigate digital asset regulations and reporting.

Why Choose Us

Decades of experience, modern approach

Deep Industry Knowledge

  • Certified Public Accountant (Inactive) with 14 years experience
  • Expertise across fintech, SaaS tech, broker-dealers, wealth management, hedge funds, and fashion
  • Expert in AI optimization to scale accounting processes
  • Deep experience with budgeting, financial modeling, cap tables, and fundraising
  • Spearheaded multiple system implementation upgrades
  • Track record of streamlining accounting close-processes by a minimum 20%, and for one client 55% faster
Growth Client Satisfaction

Ready to Transform Your Finances?

Let's discuss how we can help your business achieve its financial goals

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