Intelligent Accounting
& compensation
Serving San Jose and Sillicon Valley with branches in
New York, New Jersey, Pennsylvania and Florida
Serving San Jose and Sillicon Valley with branches in New York, New Jersey, Pennsylvania and Florida
About Us
Smart Work for Smart Companies
Expertise
Our Services
CFO Services
Strategic financial leadership for growth, compliance, and investor readiness.
Controller Services
Deep operational oversight to ensure accuracy, compliance, and efficiency.
Treasury Services
Building treasury infrastructure that strengthens liquidity and financial clarity.
Risk & Control Services
Mitigating risk through internal controls, SOX compliance, and gap resolution.
Process Improvement
Streamlining critical business processes to improve accuracy, speed, and alignment.
Organizational Coaching
Upskilling teams and individuals with real-world tools, training, and coaching.
Expertise
Industries We Worked In
Fin Tech
FinTech and financial service firms through complex growth, compliance, and investor reporting challenges
Manufacturing
Driving cost optimization, improving profit margins, and restructuring logistics and supply chains
Software
Strategic finance leadership that supports scalability, compliance, and operational efficiency.
Where Strategy Meets
Financial Precision
Testimonials
Reviews From Clients
We specialize in FinTech, manufacturing, and software/technology. Our team brings deep, hands-on experience tailored to the financial and operational challenges of each sector.
Yes. We offer flexible engagement models — whether you need support during a specific project, like an audit or merger, or long-term strategic advisory as your company scales.
Absolutely. We’ve successfully implemented and optimized major financial systems including SAP, Oracle, NetSuite, and Microsoft Dynamics. We ensure smooth transitions and improved financial workflows.
Yes. We have extensive experience supporting public companies with SEC reporting, SOX compliance, technical accounting, and treasury functions. We also assist with IPO readiness and post-IPO reporting.