With a holistic view and a team of experts, we cater to High Net Worth Individuals and High Earners in the tech industry, to startups and to a variety of small & medium businesses.
Our firm specializes in providing tailormade, personal, world-class service, guiding & supporting our clients to help them achieve their professional & personal goals.
We believe that in order to grow and succeed, you need an accountant that sees beyond the numbers, that is why we offer our clients a lot more than just accounting & bookkeeping -
• With our groundbreaking and innovative apps FineNancy and FinanSoul, which allow clients to upload, save & track their invoices and expenses easily & digitally, we make the monthly & yearly procedures quick & painless, and make the financial management of any SMB efficient, transparent and accurate.
• Thanks to extensive experience from the tech, retail & services sectors, we offer our clients comprehensive business consulting, including needs, goals & SWOT analysis with a detailed, practical business plan for the short & medium terms, a branding & marketing plan (including pricing, target audience, marketing channels, etc.), and periodic implementation, execution & results follow-ups.
• Tax planning for High Net Worth Individuals and High Earner employees, especially in the tech industry, to maximize tax benefits from assets, salary, stocks and options.
• Business Financing, assisting clients with financial plans and reaching their goals through fundraising, valuations, grants, loans and credit lines, working with banks, VC funds, and private investors.
• CFO on-demand for startups and small businesses, an end-to-end service where we are the main point of contact for all the client’s finance needs.
In this day & age your finance management should be digital, transparent and results driven, and your accountant should be knowledgeable, accessible and friendly. This combination is how we help you grow, succeed and reach your goals.
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