Fast Growing Financial Advisory Firm with Technology Clients

Founded in 2008, this financial advisory company offer expert Finance, Accounting, CFO & Strategic Advisory services to small businessws in the following industries - IT Services, Product SaaS and Non-Profits. They offer endless scalability, allowing funded technology startups and growing small businesses to grow from inception to exit by managing complete back office operations for them so they can focus on running their business successfully. Their clients are primarily concentrated in San Francisco Bay Area region.

They offer end to end Accounting and Financial management serices right from CFO to book-keeping and HR Services so they become an extension of our clients’ workforce. This ensures that processes are streamlined and efficient. Their unique differentiation compared to other CPA firms are:

Integrated and scalable service offering right from CFO Advisory to HR Services
Hands-On Approach was both the US and India Team work alongside client teams.

Hands-On Approach was both the US and India Team work alongside client teams.
Breadth of Knowledge & Experience with a stellar US Based Leadership Team
Better Solutions at 30-50% Savings compared to other firms with no outsourced operations
This busines opportunity has potential to grow in the bay area region and also potential in new markets. The founders are committed to a successful transition to the acquirer..