Services

Financial Planning

CFO and Controller Services

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Treasury Management

Treasury Management

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Crypto Accounting Service

Crypto Accounting

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Product Consulting

Product Consulting

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Manufacturing and Systems Integration

Manufacturing and Systems Integration

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Financial Operations

Financial Operations

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Packages and Pricing

We help save clients money and time by integrating financial workflows directly into their systems and leveraging our robust network of world-class service providers.

A dedicated senior member of our team will guide you through our seamless and rigorously tested onboarding process, optimizing workflows while minimizing the process footprint. Our deliverables and documentation are designed to enhance audit-readiness and factor in internal controls, stakeholder requirements, and accounting standards, as appropriate.

Our door is open to anyone passionate about finance and technology. If you are considering whether you might be a fit, click below to schedule a free call.

PACKAGES

Packages are designed to save the client money with predictable pricing and deliverables. Each project is assigned a dedicated team to become an expert in your needs and an extension of your business. Many clients have been with us for years. 

Basic *

Starting at $1,850 / month
  • If you’re in the early stages of a company, this might be the right place to start.
  • Setup and recordkeeping
  • Bank reconciliations
  • Basic financial reporting
  • Basic crypto and fiat support
  • 30-minute monthly meeting
  • Ongoing email communication
  • Quarterly reporting
Schedule a Call

Full Service *

Starting at $4,500 / month
  • Everything from Basic
  • Dedicated fractional controller
  • Monthly reporting
  • Billing and payments support (AR/AR)
  • Annual forecasting and variance analysis
  • DeFi
  • Payroll
  • State and federal agency registrations
Schedule a Call

Premier *

Starting at $7,500 / month
  • Everything included in Full Service package
  • Everything from Full Service
  • Fractional CFO
  • Partner level support
  • Expedited deadlines
  • Fundraising support
  • Complex technical topics
  • High transaction volume
  • Comms with auditors, regulatory, and legal teams
Schedule a Call

ADDITIONAL A LA CARTE SERVICES

To ensure our solutions are custom-tailored to each project, clients can also opt to pick services a la carte. 

  • Systems integration for Oracle, Netsuite, QBO
  • System and Process Documentation
  • How-to guides, SOPs
  • Fractional CFO, controller, and bookkeeping services
  • Technical evaluation and training for internal accounting departments and teams
  • Crypto wallet custody and controls
  • Multi-entity management and consolidation
  • Internal evaluation of controls and financial systems
  • Positioning private companies to meet public accounting standards 
  • IPOs, acquisitions, and mergers
  • FASB memos for PCAOB compliance
  • Process optimization and automation
  • Option for rush orders with critical deadlines
  • System resilience testing for ERP systems and financial products

Crypto Onboarding

  • Requirements and processes
  • Training internal accounting departments and teams
  • Set-up and integration for accounting tech stack
  • End-to-end systems integration to Web3 accounting stacks

QA and System Testing

We work side-by-side with developers to design and test financial products and enterprise systems.

  • UI/UX
  • Usability
  • Product experience
  • Bug and failure point testing
  • End-to-end computational analysis to confirm numerical integrity
  • Designs for accounting requirements and regulations

Who are you?

While we do not discriminate based on the size of a project, we do select clients carefully to ensure compatibility, needs, and positive outcomes. Our solutions are designed to support every phase of the business cycle. We are honored to have helped several organizations grow from pre-seed beginnings to established enterprises.

  • Microbusinesses (taken on a case-by-case scenario)
  • Established entities looking to streamline processes
  • High-growth companies looking to scale
  • Venture-backed startups
  • Hedge Funds
  • High-volume traders
  • Established businesses looking to step into Web3
  • Finance professionals looking to deepen their knowledge of crypto accounting

    • If you think you may be a fit, click below for a free complimentary call.

Schedule a Call