What we do
Services
Finawise offers tailored services for businesses at every stage, from launch to scale. We provide customized solutions to meet your unique needs and help your company succeed.
Finance & Accounting
- Set up accounting systems and create chart of accounts
- Prepare Financial Statements
- Prepare Cash Flow Statement
- Monthly Bookkeeping and full cycle close
- Automize Billing, Collections and Vendor Payments
- Reconcile cash accounts
- Track and finalize 1099s
- Set up accrual or cash based accounting in the system
- Sales Tax reporting
- R&D Tax Credit Study
- Maintain Tax compliance with Government agencies for various states
- Yearly and Quarterly Tax compliance
- Revenue Recognition and Accounting Policies
- International Accounting
- All other ad hoc accounting needs
Financial Strategy and Modeling
- Board Presentation Slides
- Board Pitch Decks
- Fundraising and Investor relations for all Series stage Funding
- Build Budget Models
- Mergers & Acquisitions
- Cash Forecast
- Cost Cutting and restructuring the business
- Focus on Profitability and creating Sales Pipeline
- Make Strategic decisions and manage business related risk
- Stock and Equity related planning and decisions
- Manage CAP table
Human Resources
- Implementing and Managing Payroll
- Employees On-boarding and Off-boarding
- Market rate Salary analysis for all new hires and merit increases for existing employees
- Employee benefits implementation
- 401K implementation
- International PEO set up for International employees
- PTO policies
- Create all other HR policies and Handbook
- Compliance calendar and checklist
- Recruiting and Hiring processes
Legal and Management
- 409A Valuation
- Contract Review
- Business and General Insurance
- General Counsel Introductions
- Bank Partnerships
- Other business Partnerships
- Set up entities in other countries
- Implement Buy-Operate-Transfer Model
Service Provider Partners
Our finance & accounting operations are automated and improved by exceptional partnerships we offer.
Our clients
benefit from our preferred partner discounts and the efficiency of trusted point solutions.
benefit from our preferred partner discounts and the efficiency of trusted point solutions.
