We work with founders and companies, providing comprehensive financial support, from basic bookkeeping to fractional CFO services, with the goal of driving long-term business success.
John has played the role of co-founder, founding investor, board member and full or fractional CFO to venture financed companies like Assembled Brands (raised $100m), General Assembly (acquired for $413m), Second Life (grew revenue 8x to profitability), Market Leader (IPO then acquired for $355m), Affinity Internet (raised $73m), Robin Healthcare (closed $50m Series B), RentJuice (acquired for $50m), Commissions Inc (acquired for $45m, re-invited to the Board, and sold again for $220m 16 months later), Amino (raised $25m Series C), Extrabux (acquired by eBates), Topia (raised $5m Series Seed led by 776), and many many more.
PSG and David helped us strategically re-think our 10+ year-old business to future proof it. He added a business intelligence platform that allowed us to manage the company from an integrated modeling perspective. While here, he also helped motivate and re-engergize our teams with his positive and inspiring management style and exceptional communication and interpersonal skills. Would highly recommend him.
PSG, John and Ethan were absolutely crucial in helping me and team, and empower us to build a great strategy.I am grateful for all of the work you guys continue to do for our companies.
David/PSG helped us get ready for our institutional founding round and played a pivotal role in getting NuLife our first $3M Term Sheet offer from a VC firm. David’s majestic good looks made it a pleasure to get out of bed each day in hopes of another zoom call together. Without his rugged handsomeness and nurturing way not sure we would have made it.
Financial and Business Data Clean-Up
We clean up your books and business data and restructure the chart of accounts to ensure financial clarity and accuracy. We do accounting for both your financial and business data.
KPI Development
We work with you to create impactful KPIs that truly matter to your business. We set up FP&A systems and coach your team, so you're not reinventing the wheel.
Strategic Business Decisions
We help you answer crucial business questions like when to raise capital and when to make new hires, enabling you to make informed decisions and drive your business forward.
Effortless GAAP Compliance and Weekly Reconciliation
Seamlessly manage your finances with accrual basis accounting, ensuring GAAP compliance and weekly reconciliation for absolute financial accuracy.
Real-Time Financial Model Synchronization
Keep your financial model and reports up-to-date with real-time synchronization across all data sources, ensuring you always have the latest financial insights at your fingertips.
Maximum Insight, Minimal Time Commitment
Spend no more than 5 minutes monthly on financials and gain a comprehensive view of your business, optimizing both time and insight. We take care of your headaches.
80+
portfolio companies
$200m+
raised over the last 12 months
100+
M&As transacted
5+
IPOs
Initiating a new journey or transitioning between accounting services is a breeze. Your devoted finance specialist will be there from the onset: they will guide you through the onboarding process, familiarize themselves with your financial practices, and collaborate with you as your business expands.
Seeking support beyond basic accounting? Feel free to augment your package with extra services tailored to your requirements. Whether it's client invoicing or budget development, we're dedicated to assisting your expanding enterprise.
Say goodbye to exporting CSV files and sending email attachments. Our seamless integration with existing services your business utilizes, such as QuickBooks, Gusto, and Expensify, ensures a smooth experience.
Every week, you'll receive a comprehensive report featuring your profit and loss, balance sheet, and cash flow statement from the previous month. Your weekly financial reports will also encompass relevant metrics tailored to your particular industry. For startups, we determine your burn rate.
