Carta
As a proud Carta Certified Partner, our accounting firm offers unparalleled expertise and streamlined equity management solutions to our clients. This partnership empowers us to deliver enhanced services, ensuring accuracy, efficiency, and compliance throughout the financial lifecycle.
Certified Expertise
A Carta Certified Finance Advanced firm.
​
​The same equity management at a fraction of the cost of a legal team. Our expertise includes:
​
-
Cap table management
-
Equity plan creation and amendments
-
Issuance of option grants and RSAs
-
Convertible instruments and SAFE rounds
-
Comprehensive financial reporting
Seamless Integration
By leveraging Carta's platform, we provide clients with:
​
-
Real-time access to equity data
-
Automated compliance checks
-
Efficient reporting and analytics
-
Streamlined communication between stakeholders
​
Our integration reduces administrative burdens and enhances decision-making capabilities.
Solutions at Every Stage
Whether you're a startup or preparing for an IPO, our services adapt to your needs:
​
-
Startups: Guidance on initial equity structuring and cap table setup
-
Growth-stage companies: Support with 409A valuations and equity plan management
-
Pre-IPO enterprises: Assistance with compliance and audit readiness
​
Our scalable solutions ensure your financial operations evolve with your business.
Client Benefits
Through our partnership with Carta, clients receive:
​
-
Discounted access to Carta's services
-
Priority support from Carta's dedicated team
-
Early access to new features and tools
​
These benefits are designed to provide added value and support your company's growth.