The company provides financial planning support and software for early stage businesses looking to raise venture capital.
We license and/or custom develop financial plan models for entrepreneurs and guide them through the VC process.
We also provide SOX project management / audit support for Sarbanes Oxley compliance audits. Some of our larger publicly traded clients have been Symantec, Network Appliance, Tibco Software, AXT Inc., and PalmSource.
The company also develops integrated management dashboards for financial status reporting as well as for IT General Controls status reporting.
Areas of Expertise
Financial Planning for Early Stage Private Businesses
Sarbanes-Oxley Audit Project Management for Public Companies
SOX Readiness for Private (pre IPO) Companies
Management Dashboards Development
Development of Business Financial Plans
Writing Business Plans and PowerPoint Presentations
Business Plan Executive Summary
BASA "Bay Area SOX Alliance"