Yes / probably
- Delaware C-corp
- US$250k–$5m raised
- 2–10 employees
- Software, SaaS or technology
- Books in QBO or Xero, or nowhere yet
- No finance person yet
- You want the books closed every month
No / probably not
- Price is the main criterion
- Inventory or crypto is the business
- Several entities or international groups
- You need audit or assurance
- You mainly need a tax return
- You want a fractional CFO
- You want us to run payroll or pay bills
Hand us the month.
If the list was mostly yes, send the current version, however it looks. We do not need a polished finance stack to start.