Foundation & Operations Services

1.

Entity Formation, Structuring & Incorporation

Designing entity architecture that supports durable growth, institutional readiness, and after-tax outcomes at exit.

For new companies: State filing, EIN registration, BOI compliance, operating agreement or bylaws, equity issuance, banking introductions, and the calendar of recurring filings. For restructuring: holding company structures, subsidiary architecture for multi-state or multi-country operations,
F-reorganizations, QSBS qualification, profits-interest plans, and pre-transaction structuring that materially affects after-tax outcomes at exit.

Designed For

New entrepreneurs, founders restructuring multi-entity portfolios, and management teams preparing for capital events where structure will be re-examined.

Entity Formation, Structuring & Incorporation

2.

Process Efficiency, Compliance & Tax Filing

Federal and state tax filings, sales-and-use tax, payroll tax, 1099 issuance, BOI updates, annual reports, franchise tax: handled by licensed CPAs and EAs on a fixed-fee basis.

Tax planning performed proactively, not reactively. Estimated payments accurate. Year-end surprises eliminated. The compliance calendar becomes a system rather than a series of last-minute filings, and complex multi-state exposures get the senior attention they require.

Designed For

Multi-state businesses, businesses with sales-tax exposure across jurisdictions, and founders whose time is too valuable to decode complex compliance requirements.

Process Efficiency, Compliance and Tax Filing

3.

Fractional CFO Services

Executive-grade finance leadership on a part-time mandate. Cash management and thirteen-week forecasting.

Monthly close discipline. KPI architecture. Board-package preparation. Lender and investor communications. Audit readiness. Financial model maintenance. Two to four days per month early-stage, scaling to near full-time for those preparing to raise or transact.

Designed For

Businesses between $10M and $50M approaching their first institutional round, audit, acquisition, or sale. Monthly retainer scaled to mandate. Three-month minimum.

4.

Outsourced Accounting & Financial Reporting

Complete back-office accounting as a managed service: books, reconciliations, month-end close, monthly financial statements, management reporting, audit support.

Performed on QuickBooks, NetSuite, or the client’s platform of choice, by trained accountants supervised by CPAs, on a defined cadence with defined deliverables. Multi-entity consolidations, ASC 606, inventory accounting, foreign currency translation: We bring the senior accountants who specialize in those areas.

Designed For

Businesses past spreadsheet bookkeeping, not yet at controller. Multi-entity operators needing consolidated reporting without an in-house finance team. Monthly subscription, scaled to volume and complexity.

Outsourced Accounting & Financial Reporting

5.

Information Technology & Systems Advisory

A defined operating system rather than a collection of subscriptions: current-state inventory, process mapping, target architecture, and phased implementation.

Phased implementation across accounting software, CRM, payroll, billing, document management, communications, and the integrations between them. Where automation, dashboard reporting, or operational efficiency are the objective, this practice connects directly into our Applied Intelligence work. We treat technology and intelligence as the same problem.

Designed For

Businesses whose tooling has outgrown its origin story, and management teams who want a defined operating system rather than a collection of subscriptions.

Information Technology and Systems Advisory

6.

ExpertiseOnTap

Legal employment of vetted specialists across established global hubs, deployed under your operating standards without the months it takes to build an entity in every country you hire in.

ExpertiseOnTap holds the legal employment: payroll, contracts, statutory benefits, and compliance in each hub jurisdiction. You direct the work day to day. The specialist reports to you; the employment risk sits with us. A role that used to sit in a hiring queue for months becomes a placement measured in weeks.

Designed For

Companies hiring across multiple states or countries, and founders who need a hire placed in weeks rather than spend months standing up a legal entity to make it happen.