Industries

Who we serve

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San Francisco startups

Early-stage founders need someone to handle financial planning and cash management while they focus on product. We help tech teams understand their runway and make informed decisions about burn rate.

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Independent consultants

Solo practitioners in the Bay Area juggle multiple revenue streams and need clear visibility into what they're actually earning. We organize your finances so you can track profitability across clients.

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Small service businesses

When you're managing operations and clients, bookkeeping and financial planning fall to the wayside. We coordinate the numbers side so you can keep your business running smoothly.

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Local nonprofit leaders

Mission-driven organizations in SF need financial guidance that respects your constraints and priorities. We provide advisory support tailored to nonprofits' unique structure and compliance needs.