4,000+

Customers Served

$150M+

Credits Uncovered

20+

Years of Experience

About Us

We help startups thrive by simplifying tax and finance. With smart software and expert support, we handle the heavy lifting so you can maximize returns from day one. From tax to bookkeeping, we’re your all-in-one solution for turning financial challenges into growth. Focus on building your business—we’ll take care of the rest.

Featured Projects

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Services

What We Offer

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Legal

We connect founders with legal teams experienced in supporting technology startups, ensuring compliance and providing guidance tailored to the fast-paced demands of the startup ecosystem

Funding

Using advanced analytics and our expertise, we help startups determine the optimal timing and amount for raising capital to support sustainable growth

Finance

Our platform analyzes key financial metrics to assess the health of your business and connects you with strategic partners, including startup-friendly fractional CFOs

Payroll & Accounting

We provide recommendations for startup-focused payroll and accounting solutions while our software enhances bookkeeping to improve operational efficiency

Tax

Our AI-powered tools maximize your capital by streamlining R&D tax credits and offering tailored tax strategies to support your growth

Exit

We analyze financial data to help founders understand the optimal timing for an exit and evaluate the market value of their company for a successful transaction

TESTIMONIALS

Voices of Satisfaction: Hear What Our Clients Have to Say!

Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate.

Patrick Loy

Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate.

Liyana Pepp

Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate.

Josh Andrew

Startup Success

Let us help with your startup’s exit strategy