Technology & AI Industries
The pace of change is accelerating — and you’re leading the charge. You’re building tools and products that have the power to transform how we work, think, and connect. To reach your ambitious goals, your organization must operate at its highest potential. We provide the expertise and guidance to help you enter your next phase of growth with confidence.
​
With deep roots in Silicon Valley — and the ability to support you wherever you operate — we deliver consulting, accounting, and tax planning services tailored to your needs. Whether you’re a start-up or a fast growth company, we’ll help position you for your next breakthrough.
Tax Consulting & Compliance
Tax planning and compliance support for founders and startups with a focus in AI, Cryptocurrency, and Software sectors.
​
Corporate, partnership, and individual income tax compliance and filings for both federal, state, and foreign jurisdictions.
​
Support with bank relationships, crypto exchange listings, and debt management.
Accounting | Payroll | Benefits
Full-service support for digital-asset tracking (wallets and exchanges), bookkeeping, A/R and A/P, payroll (incl. PEO), expense management and controls, and financial reporting.
Utilize our deep network of connections with ADP, Paychex, TriNet, Rippling, Gusto, and others.
Treasury Management
We help optimize cash flow, manage liquidity, and maximize returns on available funds. From forecasting and cash positioning to payment controls and banking relationships, we provide strategies and tools to keep your working capital working for you.
Fractional CFO Services
Get the strategic financial leadership of a CFO — without the full-time cost. We provide on-demand expertise to help you forecast cash flow, analyze performance, manage investor relations, and make data-driven decisions that accelerate growth. Whether you need short-term guidance or ongoing support, we act as your trusted partner in navigating complex financial challenges.
