BUILD & MANAGE
We manage the identification and implementation of tools and processes required to ensure complete and reliable financial records and controls.
REPORTING & CONTROLS
We update your existing financial model to be compatible with the outputs from the financial system of record to enable effective and realistic financial goal setting
TRANSFER TO PERMANENT TEAM
We spearhead the transition effort when the time comes to onboard your permanent finance team.
Our team of advisors is led by a veteran of finance in companies in all stages, ranging from startups to Fortune 500 companies, who works alongside the successful entrepreneurs who founded Companyon. As your strategic partners, we don’t see ourselves as typical providers of services at an arm’s length; we have lived through the challenges you’re facing and focus on preparing you to overcome them.
Our preferred bookkeeping providers either directly provide or provide discounted access to financial services like payroll processing and benefits brokerage. We also provide access to our network of business advisors including CMO-services and outsourced software development teams.
We refer clients to trusted, preferred bookkeeping services, who we work hand in hand with as part of our ongoing service.
Our packages are tailored to the stage and needs of your business. Clients will generally fit into three levels of service:
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