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Targeted Solutions for MedTech Companies

Expert support for innovation-driven teams in complex regulatory  environments

You Focus on Care Providers and Patients, We’ll Help You Scale

From agentic and generative AI product development and go-to-market strategies to cashflow modeling and everything in between, we’re built to support your mission. 

Whether you are  pre-revenue R&D or on the path to public company readiness, we understand the unique financial challenges of MedTech SaaS companies navigating FDA regulations, complex revenue recognition, in addition to investor and stakeholder expectations. 

Our specialized accounting and advisory services help you confidently model out your financial expansion and growth plans, manage ASC 606 compliance for software subscriptions, and optimize R&D tax credits for medical device development without the overhead of a full in-house team. 

What You Get

Designed around your priorities.

SaaS Financial Modeling and Budget Planning Services

  • Cashflow forecasting and runway analysis
  • FDA regulatory pathway financial modeling 
  • Clinical trial cost budgeting and forecasting 
  • Product pricing and packaging analysis 
  • Product demand adoption analysis   

Accounting & Reporting Services

  • SaaS-optimized and GAAP-based transactional support
  • Streamlined monthly close process with clear reports
  • Strategic healthcare partnership revenue recognition review 
  • Software development cost capitalization 
  • Medical device vs license accounting review 

Audit & Assurance Services

  • Financial statement audit, review or compilation services
  • Scalable financial reporting as part of investment and exit readiness
  • Multi-element revenue recognition  
  • Patient safety and liability reserve audit 
  • COSO internal control attestation 

Tax Services

  • US Federal and state filings
  • Support for R&D credits and incentives
  • Healthcare data security investment credits 
  • Entity structure and compensation planning 
  • Medical device excise tax planning 

Fractional Controller Services

  • Revenue recognition and deferred revenue reconciliation
  • Stock option expense and equity administration
  • Transactional support and audit-ready workpapers
  • Accounts receivable and payable management
  • High-level insight without full-time overhead

Fractional CFO Services

  • Budgeting, forecasting, and cash flow planning
  • Support with fundraising and investor materials
  • SaaS metrics tracking and financial modeling
  • Guidance on hiring, runway, and pricing
  • High-level insight without full-time overhead

We Understand What You Need

Support that grows with
your business

Whether you’re an early or mature startup, navigating your first audit, or an AI company preparing for a Series A capital raise, we’ve worked with companies like yours at every stage. 

We know how messy the back office can get when you’re focused on building, and we’re here to bring clarity and momentum to your financial operations. 

Get organized

We make sure your numbers are accurate, your reports make sense, and everything’s ready for investors or auditors.

Stay on track

We’ll set up systems so your books stay up to date and nothing slips through the cracks.

Scale your business

We’ll bring financial insight to support your next stage—whether that’s growth, fundraising, or hiring.

Let’s Get Started

You bring the context, we’ll bring the plan

1st
STEP 1

Start with a conversation – not a sales pitch. We take time to understand your business, your goals, and where finance can help you move faster. It’s about getting aligned before getting to work.

2nd
STEP 2

Next, we map out what you need (and what you don’t). From financial modeling to systems and strategy, we tailor our support to match your stage, priorities, and pace.

3rd
STEP 3

Once we’ve aligned on scope, we hit the ground running. Whether it’s one-time support or ongoing partnership, we help your team build the financial foundation you need to grow with confidence.

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