We are collaborative partners, not passive bean counters.

We build a custom financial solution to deliver a holistic strategy that allows you to be more effective and think more proactively about your business.

 
 

3 Points of Execution

1) Develop and Build Relationships: We Win Together

2) Design and Implement Systems: Scalable and Timely Accounting Processees

3) Month Close and Weekly Correspondence: The bedrock of collaborative partnership


Custom 5-year financial forecastAnalysis of levers of profitabilityInvestor financial summary

Custom 5-year financial forecast

Analysis of levers of profitability

Investor financial summary

Effective chart of accountsEfficient AP and AR processeesContinuous reliable data entry

Effective chart of accounts

Efficient AP and AR processees

Continuous reliable data entry

Monthly post-mortum around business performanceReconcile cash expectations vs. realityMonthly financial statement package

Monthly post-mortum around business performance

Reconcile cash expectations vs. reality

Monthly financial statement package


Who We Are

Jonathan Sanborn is a Certified Public Accountant with 15+ years specializing in designing and implementing financial systems and building consistent monthly accounting practices.

He has worked in both startup and corporate environments and has a unique understanding of the needs of businesses large and small.

Jonathan Sanborn, Founder

Jonathan Sanborn, Founder


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