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 The accounting, finance, and reporting solution for investor backed brands

We provide customized processes, analytics and teams to quickly and sustainably grow your young, emerging consumer brand.

Discover the model that builds consumer brands

We build your accounting, finance and reporting architecture, taking the load off you.

Want to see our most popular solutions?

Transaction Services

Your Funding Experts

Our Transaction Services will run point on client-specific transaction advisory products including, but not limited, to Capital raise support, Corporate restructuring (e.g., transitioning from LLC to C-corp), Due Diligence, Post-Merger Integration, and Carve-Outs.

Accounting

Always Investor Ready

Full accounting solution from AP/AR through GAAP financials. Our industry experts will ensure we are setting up your accounting infrastructure to meet your growth objectives, and pass any due diligence investors might throw your way. Our financials are always investor ready.
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Financial Planning & Analysis

Budgets and Forecasts and Cash, oh My!

While accounting tells you where you been, finance is determining where you are going and developing the map on how to get there. We focus on weekly cash forecasting, monthly demand planning and budgets that move and adapt as quickly as you do.

Sales Tax Services

Remit Accurately

The Sales Tax Management team will handle taxability, liability, and Nexus reports as well as manage the filings (manual and automated).

CFO

Driving Financial Strategy

Our CFO’s do precisely what CFO’s should be doing. Strategy, Operational guidance, and overall financial health. Our CFO’s help when needed and move out of the way when not. They are experts in their field.

Corporate Tax Services

Make Filing Easy

Rounding out our offering is the Tax team. They ensure proper entity structure, strategy and timely filing of taxes. Combining tax under one consolidated umbrella saves time and money.

Our Proven Model

Our proven six-point model is a comprehensive process that produces success for scaling brands. We come in, we scale, and we gradually leave to allow the business to operate independently and profitably.

People - Process - Systems

We are system agnostic

Our team spans the US with bases in Anaheim, Denver, Boston, and Philadelphia to help us ensure enough coverage for quality face-to-face time with most of our clients. Our local teams are always ready to host meetings or hop on the phone. We are here to help you and strive for the best customer service during our regular hours of operation as we believe a good work/life balance is healthy.

We work hand-and-hand with you to build and deploy process that will scale with you. We've done it before, we're doing today, and we will be doing it tomorrow. We are also a learning organization. If we find something new we like, we will test and deploy where needed.

The My Stage 1 Platform was designed with the successful entrepreneur in mind. We are first and foremost a data team. We know quick, highly-actionable data will give you an edge over the competition. Learn more here.

We'd love to meet you!

Want to boast about your growing company? Well, we want to hear it!