Trusteer Financial

We are a finance and accounting firm serving early to late-stage companies in technology, media, entertainment, life sciences, and blockchain. We offer full-stack finance support, specializing in accounting, tax, CFO support, advisory services, and analytics.

Our services include technical accounting (deferred revenue, revenue recognition, OPEX, inventory, equity, stock option accounting) and managing monthly or quarterly close processes. We also manage accounts payable, vendor support, controller reviews, and balance sheet schedule maintenance. For tax, we assist with compliance, transfer pricing, IP migration, business and founder tax returns, board and investor preparation, and R&D studies. Our CFO support includes help with business expansion, ERP strategy, equity and debt raise support, and board meeting preparation. Our analytics services provide budgeting, forecasting, data science analytics, and financial statement preparation.

We deliver both outsourced full-stack solutions and staff augmentation services, whether clients have existing finance teams or not. We support companies from founder-owned and bootstrapped stages through seed, Series A, growth, and scale stages. Clients we support have secured over $3 billion in funding (including $500 million in the past year) and average one to two successful acquisitions monthly. We’ve also helped clients save about $5 million in cash expenses through R&D tax credits. We partner with platforms like Bill.com, QuickBooks, Carta, Justworks, Expensify, Brex, Slack, Trinet, Shopify, NetSuite, and Deel.

Our mission is to remove the financial friction of starting and running an enterprise through technical accounting, advisory, tax, and analytics. We aim to make all aspects of accounting and finance easy, affordable, and scalable for emerging growth businesses, so clients can focus on their core operations.

Our team has operational and analytical experience, understanding both detailed tasks and the broader picture. We see ourselves as practitioners who become part of the client team, using technology and strategies for client success. Our model is nimble, adapting to client needs and scaling support as engagements evolve. Passion and positivity are central to our approach, helping us foster lasting relationships with clients, stakeholders, and industry communities.

We operate as a boutique consulting firm with 11 to 50 employees. Our team consists of strategic finance and accounting executives focused on high-growth companies.

We foster a culture where team members are practitioners who actively engage with clients, becoming part of their teams. We use technologies and devise strategies to support client success. Our model is nimble, allowing for flexible team deployment and the ability to scale up or down as client engagements require. We value fostering long-term relationships with clients and stakeholders, driven by passion and positivity.