B2B Accounting Firm for Private Companies

I founded the firm to help companies build a strong foundation for finance operation, scaling the company,  and gain valuable insight into your operations. 

We are a boutique firm, priding ourselves on deep pockets of knowledge, a specialty in start-up companies, and seeing eye to eye with founders, CEOs, and founding teams to deliver accounting and finance services in a cost effective way.

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$1,000+
$300+ / hr
2 - 9
Founded 2017
Los Altos, CA
headquarters
  • 1730, Holt Avenue
    Los Altos, CA 94024
    United States

Focus

Service lines
80%
20%
Accounting
HR Services
Client focus
50%
50%
Midmarket ($10M - $1B)
Small Business (<$10M)
Industry focus
20%
20%
15%
10%
10%
10%
15%
Consumer products & services
Education
Business services
Accounting Software Specialist
85%
10%
5%

Portfolio

Key clients: 

Bankjoy, Square Panda, Convergence Group, Operator Collective

Reviews

5.0
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