Our Services

Learn about what we offer

We are a Los Angeles based financial consulting agency with real-world experience in building best in class finance practices for businesses of all sizes

Financial Analysis

We provide in-depth financial analysis to help businesses understand their financial position, including cash flow, revenue growth, and profitability. Let us build a custom financial model to fit your business in order to help forecast future performance.

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Capital Raise

Get help raising capital in order to grow your business. Rely on our expertise in building pitch decks, negotiating with investors, and communicating the potential of your business to help acquire funding from new investors.  

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Strategic planning

We help businesses develop strategic plans for growth, including identifying potential acquisition targets, developing new products or services, and expanding into new markets.

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Mergers and acquisitions

Receive advice and support for mergers and acquisitions, including due diligence, valuation, deal structuring, and negotiation.

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KPI Creation & Visualization

Let us help you define your core key performance indicators (KPI's) and build dashboards to monitor the performance on a weekly or monthly basis. Get a better understanding of your business and learn how to identify and track the key metrics that will unlock your success.

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Small Business Accounting

Help grow your small business by engaging us to create a chart of accounts, help with your bookkeeping, or advise on how to expand your profit margins. We love working with smaller businesses within our community.

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Technology Integration

Integrate new accounting, expense management, or data visualization software to help up level your visibility and technological capability. We can help you evaluate what technology best fits your business and have experts who can help you integrate QuickBooks, NetSuite, Tableau, Looker, or many other platforms.

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