One of the biggest commitments to our clients is the secrecy of their financials as well as their identity. For that reason, we can’t go into details with the identity of our clients, but they do include some of the biggest brands on Amazon as well as smaller growth-stage companies.
Below is a description of the companies we’ve helped and continue to help with their financial needs.
Delivering all the day-to-day accounting functions (revenue, payments, month-end close as well as tax reporting). Helped company grow from zero revenue to multi-million dollar revenue. Assisted in navigating acquisition offers and helped them all the way through a successful sale of the company. Working with the brokers and opposite party accountants. Securing a successful audit and transition to new ownership.
Helped company get an overview of their IT infrastructure and advised on selection of new ERP system. Assisting in transfer of historical data as well as connecting new software pieces and helping them transition to ERP system.
Assisted business in growing from $10 million in revenue to $60 million. During this time we developed a complete reporting system and package, advised owners on capital strategy and acquiring additional financing to grow the brand exponentially.
Helped company structure their billing process as well as building a revenue model to calculate ARR and liquidity needs. Initiated first contact with investors and proceeded to discuss valuation and opportunities.