What can we do for you?

A lot. We offer a multitude of services, from nitty-gritty bookkeeping to big-picture strategies and forecasting.

Finance and accounting services

 
 
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Financial operations

At a certain point, a successful company’s finances outgrow its accounting and bookkeeping capabilities. That’s where we come in. We’ll help get your books in shape using a proprietary platform that’s tailored to your business, saving you time and resources that are better spent elsewhere.

  • Accounting software management (e.g., QuickBooks)

  • Invoicing & accounts receivable

  • Expense management & accounts payable

  • Payroll administration

 
 
 
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Growth strategy

Collecting data is only half the battle. Let’s put it to good use. We’ll proactively analyze your numbers via modeling, planning, and forecasting to give you a better understanding of your present and a clearer picture of your future. This way, your decisions are always backed up and on point.

  • Financial reporting, budgeting & modeling

  • Strategic advisory & business planning

  • Investor support, metrics & KPIs

  • Part-time/interim CFO

 
 
 
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Transaction advisory

When it comes to selling, investing, or raising funds, the stakes can be sky-high. The best approach is to surround yourself with partners who know all the ins and outs of the market. We’ll bring a deep understanding of your industry to help you lead and execute your most critical, time-sensitive deals.

  • Transaction support & fundraising assistance

  • Business structuring & scenario planning

  • Predeal preparation & diligence

  • Access to broad network of investors, partners & vendors

 
 
 
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Compliance

While complex and ever-changing, compliance is too consequential to be overlooked. We’ll help you gain a better understanding of your company’s filings and work with you to optimize your foundation. So no matter who’s filling out the paperwork, you’ll be able to ensure accuracy and avoid surprises.

  • Tax preparation & filing

  • Tax strategy & optimization

  • Financial statement preparation

  • Revenue recognition

 
 
 

 Powered by the Hub

 
 

We run on more than just brainpower. Our proprietary platform (dubbed “the Hub”) automates the financial process by integrating all your financial software into one customizable platform. 

 

Ready to make a game plan?

Speak with our experts for help determining which services are right for your business. It won’t cost you a dime.

Kind words about our services

 

“Calculate has enabled us to spend more time focusing on and growing our business with confidence that all of our financial needs are met with a high level of customer service."

— Jon, Partner, Bamboo Talent

“Beyond making the basics — tax prep and the like — a breeze, Calculate helped me approach my company as a fully-fledged agency with grand ambitions.”

— Ellie, Founder, Pencil or Ink

“The Calculate team is responsive, detail-oriented and client-focused. At the same time, they’re approachable and human. We recommend Calculate to all of our early-stage portfolio companies.”

— John, Founder, Lakehouse Ventures