COMPANY OVERVIEW

For pre-revenue startups through $1B revenue enterprises, we provide fractional CFO, COO, CPA, and investor relations support services. For private equity and venture capital funds, we provide compliance and reporting, and offer interim strategy, finance, and accounting services for portfolio companies. Our team is comprised of resources at all levels, so that we can best meet your business needs: from CFO & COO to controller, manager, analyst, and accounting staff.

SERVICES

ACCOUNTING

Accounts Payable & Receivable
Audit Support
Financial Reporting
Multiple Currencies
Tax Filing

STRATEGY

Deal Structure
Financial Modeling
Internal Systems
Market Strategy
Staff Structure

FINANCE

Cash Flow Management
Forecasting + Variance
Industry Benchmarks
KPI Dashboards
Resource Planning

CORPORATE

Agreements
Capital Structure
Compliance Calendar
Governance
Insurance

OPERATIONS

Benefits + Payroll
HR + Employment Policies
Inventory Management
Recruiting
Standard Operating Procedures

INVESTOR RELATIONS

Board Presentations
Debt Negotiation
Fundraising Advisory
M&A Support
Valuation

 

ENGAGEMENT LIFECYCLE

©2019 by Wells Group of New York, Inc.