Investor pitch deck presentation
An investor-ready pitch deck with researched content, clear design and tight copy.
From $5,000 per project
Finance · Financing Strategy
Review of financial statements
Your financial statements should show you, and anyone you share them with, where the business really stands. We manage the review from start to finish and work with qualified CPAs, who carry out the tax, forensic accounting and compliance work. We assess your internal controls with an operator's eye and help you act on what the review finds. This is not a statutory audit.
Who it’s for
- You are preparing for an investor, lender or buyer to look closely at your numbers.
- You suspect errors, irregularities or weak controls in your finances.
- Your business has grown and you are not sure your tax and compliance position has kept up.
What you get
- Management of the whole review process, with one point of contact.
- A tax compliance review by a qualified CPA, with practical recommendations.
- A forensic accounting review of the relevant records by a qualified CPA, where fraud or financial irregularities are suspected.
- An assessment of your internal controls.
- A compliance and regulatory review by a qualified CPA.
- Financial advisory support on the issues the review brings to light.
Not included
- Preparing your financial statements.
- Ongoing monitoring and reporting after the review.
- CPA fees, which are third-party costs quoted separately.
Third-party costs, taxes and expenses are billed separately unless your proposal states otherwise.
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Investor introductions
Introductions to relevant investors, researched and approached on your behalf.
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Assist in negotiations
An experienced negotiator on your side, plus training and contract review.
From $1,000 per meeting
Talk to us about this service
Tell us about your product and what you need. We will reply with a fixed scope, a written fee and a timeline.