Trusteer is a boutique consulting firm that provides full-stack and integrated finance support specializing in Accounting, Tax, CFO Support, and Advisory Services for businesses at every stage of their growth.
WHAT WE OFFER
At Trusteer Financial, we recognize the distinct financial demands of every business, whether you operate with an in-house finance team or not. Our tailored expertise and services cater to your unique requirements.
From finance transformation support for your existing team to a comprehensive outsourced full-stack solution, we possess the talent and capabilities to effectively support your business.
FULL STACK SUPPORT
Effortlessly fulfill your finance, accounting, and tax needs with our expert outsourced solutions
STAFF AUGMENTATION
Enhance and strengthen your financial operations with our expert support to augment your existing team
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Our objective is to assist both businesses and individuals by delivering cost-effective yet impactfully sustainable solutions. Our commitment lies in delivering the ideal blend of expertise and services to optimize your financial operations, empowering you to reach your business milestones.
OUR SERVICES
ACCOUNTING
Provide tailored technical support for executives so you can focus on your business. At Trusteer Financial, we act as your trusted compass, leading you through meticulous accounting clean-up. From deferred revenue and revenue recognition to OPEX, inventory, equity, and stock option accounting, we ensure thorough attention to detail. Count on us to provide expert guidance, ensuring your financial records are accurate and compliant, and steering your business towards financial clarity and precision. ✔︎ Quarterly Close or Monthly End Close ✔︎ AP & Vendor Management Support ✔︎ Controller Review ✔︎ Balance Sheet Scheduele Maintenance ✔︎ Accounting and Finance Cleanup
TAXES
Navigate complexities of tax compliance, maximize benefits, and minimize liabilities . At Trusteer Financial, we take the wheel in navigating the intricate terrain of tax structures. From tax returns to state nexus studies and strategic planning, we ensure audit readiness processes are in place. Taxes may be complex, but we simplify them for your business. Let us handle every aspect, steering you towards tax efficiency and peace of mind. ✔︎ Transfer Pricing and IP Migration ✔︎ Business and Founder Tax Returns ✔︎ Board and Investors Preparation ✔︎ Tax Credits and R&D Studies
CFO SUPPORT
Assist in executive strategic management of the financial aspects of a company. From seed stage to pre-exit, Trusteer Financial is your steadfast partner throughout your growth journey. We are the team you can rely on to liaise with the right stakeholders, leveraging our strategic expertise to propel you towards where you want to take your business. ✔︎ Business Expansion ✔︎ EPR Strategy ✔︎ Equity and Debt Raise Support ✔︎ Board Meeting Preparation
ANALYTICS
Create insightful data to establish objective baselines, benchmarks, and goals  At Trusteer, we have the expertise to decipher complex numbers and simplify analysis for you. Empowered by data-driven insights, you gain the clarity needed to make informed decisions that drive your business forward. Trust us to transform raw data into actionable knowledge, putting you in the driver's seat of your success. ✔︎ Budgeting and Forecasting ✔︎ Data Science Analytics ✔︎ Financial Statement Preparation
Above all else, Trusteer Financial is dedicated to cultivating lasting relationships with our clients, stakeholders, and diverse industry communities. We strive to foster connections that withstand the test of time, working collaboratively to achieve mutual success and create a positive impact in the world
WHAT WE HAVE ACHIEVED THUS FAR
$3B+ IN FUNDING
With Trusteer's support, our clients have secured over three billion dollars in seed and venture funding. In the past year alone, they have secured over half a billion dollars. Renowned venture capitalists trust the financials prepared by Trusteer, as we specialize in preparing startups' financials for VC due diligence. Our clients can be confident that they will be well-prepared for their next funding round.
1 - 2 MONTHLY EXITS
On average, one to two of our clients achieve successful acquisitions every month. Our experienced team is adept at handling accounting and tax due diligence requests, even for the largest public companies. We guide founders through this crucial transaction, ensuring a smooth process as they navigate the most significant deal of their lives.
$5M CASH BURN SAVED
Our clients are currently enjoying savings of nearly $5 million in cash expenses through our R&D tax credit work. Trusteer's startup tax experts possess the knowledge to help startups navigate the complexities of taxation, effectively reducing their burn rate. Hundreds of funded startups place their trust in us to provide timely, valuable advice at a reasonable price.
PARTNERSHIPS
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