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Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!
Cogency Global Inc. is a New York-based company that provides registered agent, process agent, corporate compliance, and transactional legal support services. Founded in 1980, it serves clients worldwide across various industries, including nonprofits. The company employs around 300 people and generates approximately $63 million in annual revenue. With expertise in over 4,000 jurisdictions, Cogency offers localized services and maintains a multilingual team for 24-hour support. The company provides a wide range of services tailored for law firms, nonprofits, lenders, and businesses. These include registered and process agent services, corporate compliance and filings, and transactional support. Cogency also offers international solutions with country-specific expertise to ensure smooth operations. Its technology-enabled tools enhance service delivery, featuring data-driven reporting and online platforms for document organization and compliance tracking.
Covenant reimagines the client experience to make life easier. Covenant is a specialized law firm focused on private market investors. We employ AI-powered software to provide the same high quality analysis as legacy legal work.
Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members. We are focused on improving our clients businesses by bringing together deep insurance industry experience, the flexibility to build partnership-based engagement teams and technology expertise. Wikifri is founded by former Agile Technologies team members who are focused on a critical success factor to achieve breakthrough bottom line results for our clients by understanding their businesses and the difference they are going to make in their markets. We know successful technology investments help them achieve those goals. Our firms commitment to client success is demonstrated by our seasoned professionals industry experience, knowledge of the technology and insurance industry landscapes, and a long history of successful projects. Wikifri is committed to helping clients stay at the forefront of rapid industry changes by assisting them in the development of new markets and creating new efficiencies and capabilities for their organizations.
Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.