New York
72 Madison Avenue, 11th Floor,
New York, NY 10016
San Francisco
Boston
235 Commonwealth Ave, Suite 1, Boston MA 02116
Los Angeles
Trusteer Financial
Get access to around-the-clock Finance, CFO, Accounting, and Tax services for your growing business.
We're a team of strategic finance and accounting operating
executives focused on high growth companies.
Early Stage
Companies that are founder-owned and bootstrapped or in the formation, seed, or Series A stage seeking a fully functional outsourced finance team.
Scale Stage
Companies that have been funded and are rapidly scaling — where executives and finance teams need assistance with strategy and finance execution.
Growth Stage
Companies with an established user base and business model with momentum on earnings — on track for later stage funding or an M&A transaction.
$3B+ IN FUNDING
Our clients have secured over three billion dollars in seed and venture funding; over half a billion in the past year alone. Top tier VCs trust our clients' books, and Trusteer knows how to prepare startups' financials for VC due diligence. Our clients know that they'll be ready for their next round.
MONTHLY EXITS
On average, one to two of our clients are acquired every month. Our team has experience producing accounting and tax due diligence requests for the biggest public companies. Every month we help founders navigate the most important transaction of their life.
$5M CASH BURN SAVED
Right now, our clients are saving almost $5M in cash expenses from our R&D tax credit work. Our startup tax experts know how to help startups navigate taxes to reduce their burn. Hundreds of funded startups trust us to deliver the right advice, on time, at a reasonable price.
We've been there.
Our team yields from every corner of the finance world — bringing operational and analytical prowess to our work. This means we know what it's like to be in the trenches, but also get the big picture.
We get stuff done.
We're practitioners, not theorists. Unlike your typical 'consultants', we become part of the team — leveraging the latest technologies and devising smart strategies to set you up for success.
We're nimble.
Our model fits your needs, not the other way around. We can have a cross-functional team on the ground as soon as you need us, with the ability to scale-up (or down) as the engagement evolves.
We're real people.
Passion and positivity are in our DNA — sounds cheesy, but it's true. We bring this energy to our relationships, which makes working alongside us a pleasant experience. (So we hear.)
Finance & Accounting
An experienced team providing monthly accounting for founders who want to get back to focusing on their business.
Taxes
Domestic & international tax compliance, including income & sales taxes and R&D credit studies.
Equity Management
409A Valuations and Cap Table Management solutions to manage your equity & stock options.
Fund Accounting
Helping GPs address monthly accounting, reporting, deal management, and LP communication.
Michael Gale
Partner
Deep Gujral
Partner / Advisor
Jenna Linville
Leader - Accounting
Hector Meza
FP&A and Data Modeling
Chiquita Quintor
Senior Accountant
Partners
Interim CFO
Raising capital or beginning hyper-growth? Our CFOs provide valuable guidance.
Bookkeeping
Professional CPAs & Automated Systems deliver books that you and your investors can trust.
Financial Modeling
We build financial models that have been used to close venture rounds with top investors.
409A Valuation
High speed, low-cost valuations for pricing stock options.
Human Resources
We'll help you set up essential HR and payroll systems so you can scale from 1-100 employees.
Tax Compliance
Yearly tax returns, ongoing tax & compliance for seed and venture funded companies.
R&D Tax Credits
Cut your burn with a R&D Tax Credit study.
