About Us

Our business was derived from our deep knowledge of business, SEC reporting and work in the equity crowdfunding industry. We constantly see undeserved clients, CPAs and financial advisors who were trying to “punch above their weight-class” and business owners who don’t know any better. We thought that there has to be a better way.

We wanted to create a service that solved the problems many business owners don’t even know they have. We take a traditional cloud-based solution approach, and pair it with an unparalleled expertise of SEC compliance and financial reporting…something that almost nobody else does. This is our secret sauce.

We look to work with exciting and bold companies across multiple industries, where being a part of the process is not just a job, but an interest. We take pride in taking an vested interest in all our companies and try to exceed all expectations.