Technology & software
Finance and operations for growing technology companies.
Coordinated finance, HR, payroll, business systems, and vendor administration for SaaS, software, and fintech businesses as they scale.
Keep hiring and employee changes ahead of the workload.
Hiring across multiple states creates a stream of onboarding, payroll, benefits, and employee-record changes. Define the steps, approvals, and provider coordination before the start date.
We support HRIS and payroll selection, transitions, reconciliation, and day-to-day administration. We coordinate registration and employment questions with payroll providers and your employment advisors.
HR & people operationsReconcile revenue before it reaches the board report.
Connect customer billing, collections, revenue and deferred revenue schedules to the underlying agreements and delivery records. Track cash requirements as hiring and vendor commitments change.
Establish a close calendar and investor and board reporting that explains the figures, assumptions, and outstanding items. For project-based services within the business, review delivery cost alongside customer revenue.
Finance & accountingAdminister the tools people need on day one.
Microsoft 365 and Google Workspace administration can include tenant setup, domain configuration, SSO, MFA, email authentication, and ongoing license and access management.
Check approved access at onboarding and at role changes. Reclaim unused licenses at offboarding and document the access review. We also implement and support Unanet.
IT & business systemsKnow which vendor commitments renew next.
Maintain vendor contract records, renewal dates, notice periods, approvals, and the spend associated with each agreement. Link new software or service commitments to the people who approve and administer them.
Keep customer terms, billing milestones, and signed changes aligned with the financial records, with legal interpretation handled by your counsel.
Contracts & commercial operationsQuestions before we start
Can we keep the HRIS and payroll provider we use?
Yes. We first review the existing setup, export or interface options, reconciliation requirements, and administrative responsibilities. Selection or replacement is scoped only when needed.
Can you support a business with employees in several states?
The scope can include employee administration, provider coordination, payroll transitions, and registration tracking. Legal and tax determinations are handled with the appropriate advisors.
Do you support both subscription and services revenue?
We can scope billing, revenue and deferred revenue schedules, project costs, and management reporting around the actual contracts and records. Accounting treatment is established with the responsible finance and tax advisors.
What will the next round of hiring change?
Review payroll, cash, licenses, and vendor commitments before the added workload arrives.