The Financial Infrastructure Behind Your Growth.
We help growing companies establish reliable accounting operations, manage cash flow, strengthen financial reporting, and build the controls needed to support growth, capital raising, and future opportunities.
A 30-minute conversation about your financial operations and next steps.
How We Work:
Assess. Build. Maintain. Prepare.
Assess
We evaluate your accounting, reporting, cash visibility, processes, and controls to identify gaps that could affect financial reliability, liquidity, or growth.
Build
We establish disciplined accounting workflows, reporting structures, cash forecasting models, and practical financial controls tailored to your operations.
Maintain
We provide ongoing accounting, financial reporting, cash flow monitoring, forecasting, and performance analysis to help management stay informed.
Prepare
We help organize the financial statements, schedules, documentation, and controls needed for financing, independent CPA reviews, audits, and transactions.
Financial Support That Grows With You
Enterprise
Advanced Infrastructure & Governance
Growth
Financial Visibility & Control
Foundation
Financial Reliability
Essential Bookkeeping for Early-Stage Businesses
A streamlined, CPA-architected starting point built to scale as your company grows.
🌱 Practical Simplicity for Early Operations
For businesses with straightforward operations, cash-basis bookkeeping offers a practical way to maintain organized records while keeping monthly accounting manageable. When financing, reporting, or operational complexity requires accrual accounting, we help plan the transition.
🎓 Architected Right So You Can "Graduate" Seamlessly
We establish a CPA-designed chart of accounts and consistent transaction classification from the outset, giving your business a stronger foundation for future reporting needs.
As your operations become more complex, you can transition into our Foundation package with a structured implementation plan. Historical cleanup or conversion work, if needed, is scoped separately.
Essential
Straightforward Accounting From Day One
- CPA-Architected Chart of Accounts Setup
- Professional Transaction Classification
- Monthly Bank & Credit Card Reconciliations
- Standard Monthly Reports (P&L & Balance Sheet)
- Cash-Basis Recordkeeping
- Year-End Tax Handoff Package for Your Tax CPA
- Direct Graduation Path into Foundation Tier
Know Your Numbers. Understand Your Cash. Plan With Confidence.
Financial statements show where your business has been. Forecasting and management reporting help you understand where it may be heading. We work alongside leadership to keep financial information current, useful, and actionable.
13-Week Cash Flow Forecasting
Monitor expected cash receipts, payments, and near-term liquidity needs through a rolling forecast that is regularly updated and reviewed.
Cash Burn & Runway
Understand spending trends, projected cash availability, and how long existing capital may support operations under defined assumptions.
Budget & Performance Analysis
Compare actual results against budgets, investigate meaningful variances, and track the financial indicators that matter to your business.
Management & Board Reporting
Turn financial data into clear reporting packages that support management oversight, stakeholder discussions, and informed decisions.
Services and reporting cadence vary by package and engagement scope. RNB provides financial information, analysis, and operational support; management retains responsibility for financing, capital allocation, and strategic decisions.
Financial Infrastructure for Every Stage of Growth.
Whether you are launching a venture, managing investor capital, expanding operations, or preparing for your next major milestone, your financial infrastructure should evolve alongside your business.
We support companies across technology, life sciences, biotech, professional services, and other growing or capital-intensive sectors. Our work is tailored to your accounting complexity, reporting requirements, and financial management needs.
Support That Expands With Your Business
Businesses and nonprofit organizations may need specialized financial reporting and independent CPA reviews to meet fundraising, financing, bonding, or compliance requirements.
CPA Reviews for Businesses & Nonprofit Organizations
We provide independent CPA financial statement reviews performed under the Statements on Standards for Accounting and Review Services (SSARS). These engagements provide limited assurance on financial statements prepared in accordance with US GAAP for organizations meeting applicable regulatory, fundraising, financing, or contractual requirements.
- Regulation Crowdfunding (Reg CF): CPA-reviewed financial statements for qualifying capital raises.
- Nonprofit Organizations: Independent CPA reviews to support applicable state reporting requirements, grant agreements, and stakeholder expectations.
- Surety Bonding: CPA-reviewed financial statements for businesses when required by surety underwriters.
- Capital & Debt Financing: Reviewed financial statements for lenders and other financing partners when requested.
- Grants & Government Contracts: Financial statement reviews when specifically required by a funding or contractual arrangement.
Financial Modeling & Reporting Infrastructure
Build practical financial models and reporting processes that support visibility, planning, and management oversight.
- 13-week cash flow forecast setup
- Cash burn and runway model development
- Operating budgets and scenario models
- Management dashboards and KPI reporting
- Reporting process design and implementation
Financial Reporting & Filings
For companies navigating sophisticated stakeholder or regulatory reporting requirements.
- GAAP financial statements & disclosures
- MD&A and supporting financial analysis
- Regulation A & Reg CF reporting support
- Auditor, counsel & SEC/EDGAR coordination
- Reporting calendars & close workflow management
Audit, Financing & Transaction Readiness
Prepare your financial infrastructure to withstand scrutiny from auditors, lenders, and investors.
- Audit readiness assessments & workpaper builds
- Financing & lender package preparation
- Investor & due diligence data room preparation
- Supporting schedules & reconciliations
- Transaction-ready financial information
Risk & Internal Controls
Strengthen the processes, controls, and accountability structures required to scale with confidence.
- Internal control & ICFR assessments
- Process narratives & workflow flowcharts
- Policies, approvals & governance frameworks
- Operational and enterprise risk assessments
- Control remediation & implementation support
Enterprise Value Enhancement
Identify and strengthen the financial factors that influence business value, scalability, and transferability.
- Value-driver assessments
- Operational scalability & dependency analysis
- Financial quality & risk evaluation
- Transaction and ownership-transition readiness
- Prioritized enterprise-value roadmap
Build a business
that scales.
Inspires confidence.
Increases in value.
Better decisions.
Backed by reliable, decision-ready financial information.
Greater confidence.
From lenders, investors, buyers, and board members.
Earlier visibility.
Into financial risks, operational gaps, and growth opportunities.
Stronger governance.
Supported by disciplined reporting and internal controls.
Sustainable growth.
Supported by scalable, standardized accounting processes.
Readiness for what’s next.
Financing, acquisitions, due diligence, and future ownership transitions.
In Our Clients' Words
What are you
building toward?
Let’s talk about the financial infrastructure and CPA assurance that will help you get there.
Book your free 30-minute exploration ↗