We don't just check boxes for tax compliance. We dig deep into your operational finance, identify revenue leakage, detect errors, and build bulletproof internal controls.
Traditional CPAs verify if your taxes are filed correctly. They don't care if you're overpaying AWS, bleeding unbilled revenue, or running on fragile internal processes.
Whether you need a quick 30-day health check to find accounting errors or ongoing internal control management, our audit suite protects your margins.
We dive into your historical books to identify hanging balances, uncategorized expenses, misclassified SaaS metrics, and unreconciled bank accounts.
Deliverable
Diagnostic Report highlighting critical errors and remediation steps.
We review your existing COA to ensure it supports unit economics tracking. If you are mixing software development costs with marketing spend, we map out the necessary restructuring.
We audit the gap between your CRM (closed won deals), Billing software (subscriptions generated), and Accounting (cash received) to find unbilled customers and failed payments.
Deliverable
Revenue Reconciliation Report and Dunning process improvements.
We audit your outgoing cash flows to identify duplicate SaaS subscriptions, over-provisioned AWS tiers, and unauthorized employee spending.
We document exactly how your finance function should run. We build step-by-step SOPs for payroll processing, AP approvals, AR collections, and month-end close.
Deliverable
Custom Finance Operations Manual.
We design approval matrices to ensure no single employee can create a vendor, approve the invoice, and execute the payment, drastically reducing the risk of internal fraud.
Investors will request 24 months of clean financials, MRR waterfalls, and capitalization tables. We build, populate, and organize your VDR (Virtual Data Room) so you pass DD with flying colors.
Deliverable
Organized Data Room + Clean historical working papers.
We utilize top-tier spend management and reconciliation software to automate internal controls.
Days 1-3
We obtain secure, read-only access to your accounting software, billing gateways, and payroll systems. No operational disruption to your team.
Days 4-14
Our audit team analyzes historical ledgers, tests internal controls, and maps the entire cash flow cycle to identify leaks and compliance gaps.
Day 15
We present a comprehensive report classifying issues by risk level (Critical, Moderate, Low) along with a step-by-step remediation playbook.
Flexible, project-based pricing for health checks and data room prep.
Discuss your audit requirements.
Free
One-time deep dive to find leaks.
Starts $1,499/one-off
Delivered in 15 Days
For companies preparing to fundraise.
Starts $3,999/project
Get an expert set of eyes on your operational finance before due diligence exposes the gaps.