CFO and Accounting Advisory
For CEOs and CFOs
Leading CFO, Accounting and Back-End Architecture creation to achieve scalable long-term growth
CFO and Controllership Advisory
Ongoing Accounting
When basic bookkeeping is no longer sufficient. A premier accounting function means that your financial statements are always accurate and robust enough to meeting the reporting demands of institutional investors and auditors.
Controllership
Senior accounting professionals ensure financials are stated on a GAAP basis and are audit ready at all times. We map the order-to-cash process to ensure data accurately flows from the front to back office and recommend new systems to help financial operations scale seamlessly as the business grows.
CFO Services
Whether we are acting CFOs or providing existing CFOs with sophisticated support, our team combines decades of experience in investment banking, private equity, and management consulting to provide game changing financial insights and help set the strategic direction of the firm.
Tax Advisory
Income Tax Compliance
Choosing the wrong tax advisor can result in penalties and interest charges. Exbo Group’s tax team of former Big-4 resources ensures all income taxes are filed correctly, on time, and with the maximum savings from relevant deductions and credits.
R&D Tax Credits
R&D tax credits provide massive savings to growth stage companies. Our team has provided millions of dollars in reduced tax bills to our clients, often in the form of direct cash which can be netted against payroll expenses.
Sales Tax Management
Sales tax has become a central concern for many companies, especially now that many states require service companies to remit sales tax. Our team ensures all sales tax is calculated correctly and filed on time.
Finance Transformation
Accounting Remediation
Growing companies reach a point of scale where the existing accounting data and financial operations need an upgrade. Whether the company is going out to raise funds, entering an audit, or just needs to prepare for the next phase of growth, our team of CPAs correct existing books and records so they are audit and diligence ready on an ongoing basis.
Netsuite Implementation
All successful companies eventually outgrow their initial ERP stack. Exbo Group implements Netsuite to transform our clients back office, preparing them for growth in the middle market resulting in huge cost savings and tangible value creation.
Advanced Fundraising Support
We guide clients through the fundraising process by creating a financial model, developing key metrics, supporting data room creation, and making sure the management team can confidently present a cohesive growth strategy for the business.
With Exbo Group’s expertise, our clients stand out as ahead of the curve in their investment class throughout diligence.
Precise Cash Management
Understanding the daily flow of funds and future cash balances are critical to high growth companies. As we track spending, we continually adjust cash runway in reaction to changes in revenue, hiring, and spending decisions.
This ensures our clients aren’t burning cash too quickly and are matching spending levels with their growth pace. Most importantly, quality cash management provides maximum foresight on when to fundraise to avoid last minute investment at unfavorable terms.
Expert Back-End Architecture Design and Implementation
Once a business is capitalized, the number one reason we see firms fail is operational breakage. Scaling a firm that services 1 customer to one that services 10,000 is challenging. Success begins with choosing the right software and processes to scale your business.
We use our expertise to design optimal back-end architecture solutions that allow our clients to scale seamlessly
Investor-Class Accounting
The need for high quality accounting changes as firms begin to interface with sophisticated investors. On demand, accurate financial statements become a necessity. Our clients’ books are closed timely, accurately, and according to GAAP standards each month.
This ensures that management, investors, and board members can easily dig into financial data as needed. The financial statements are audit ready for leading public accounting firms and diligence-ready for lead investors.
Exbo Group specializes in the following rapidly growing verticals:
Digital Health
Technology is changing the way we think and approach challenges within the digital health landscape. We work with companies and founders that are passionate about building products that improve our relationship to healthcare and its services.
Rupa Health's $20M Series A financing round was led by Bessemer Venture Partners. The company is revolutionizing medicine by enabling access to root cause medicine – where practitioners aim to identify and solve the true, underlying cause of an illness.
Education Technology
Exbo Group has deep experience supporting new technology that is changing the way we learn and receive access to information. We work with top companies and investors that aim to improve education outcomes for all.
Mentor Collective's $21M Series A fundraise was led by Resolve Growth Partners. and Lumina Foundation. The fundraise will be used to support further expansion of products, services, and mentorship within higher education.
Professional Services
Our team supports a wide range of professional service firms that span multiple industries. We aim to improve our clients’ understanding of their project and unit economics to achieve long-term business scalability.
Freedom Learning Group's acquisition by Achieve Partners. Freedom Learning Group is the leading educational courseware, content, and services provider powered by a global remote workforce of Military Spouses & Veterans.
Software
The Software-as-a-Service (SaaS) business model is attractive to both customers and investors because of its pricing flexibility and recurring revenue structure. We work with SaaS companies to better understand key metrics associated with this revenue model and acquire customers more efficiently.
Care Academy's $9.5M Series A financing led by Impact America Fund. CareAcademy provides home care and home health agencies with a best-in-class online education platform.
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