Our private clients range from closely held businesses to VC backed startups. We constantly hear form our private clients that they want more insight to their business, need assistance with tax mitigation, or need more sophisticated reporting for their investment partners. These are all ares that require services to go above and beyond the traditional could accounting model.

We partner with an affiliate CPA firm to assist with tax advice and consultations for our privately held clients.

For our VC backed and growth companies that need investor reporting, we work to create a customized reporting package that keeps you exceeding investor expectations.