Overview

Clear financial thinking and strategic financial advice.
Detailed cash forecasting and operating budget models that are useable and understandable.
Business scenario modeling and asking the "What if" questions: What if fundraising is delayed? What if compensations costs are higher than expected? What if CMC costs more than expected? What if the IND is delayed? How do these factors impact our ability to operate?
Support in developing an optimal financial architecture for your company, including accounting software and chart-of-accounts set up, payment systems, and proactively managing payables.
Advice on selecting the right outsourced bookkeeping support. Not all bookkeepers are the same, and choosing the right bookkeeping firm as a trusted long-term partner is crucial. We provide ongoing support managing bookkeepers to generate consistent, high-quality financial information.
Assistance with scheduling month-end financial closes. We help explain why this is important and how to do it (fast monthly closes are our specialty and preference).
Ongoing financial reporting oversight, including the internal financial control environment.
Board and investor reporting packs - not just P&Ls and Balance sheets, but insightful information that anticipates Board member questions. Be ahead of the curve and demonstrate clear, strategic thinking.
Advice on selecting key partners (e.g. tax advisors, R&D tax credit specialists, other business support functions).

Our Services