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Early Stage Ventures

Consulting, Valuation, Audit, Review & Tax Services.

We offer a suite of Financial Reporting and Consulting Services specifically designed for Early Stage Ventures seeking large amounts of capital from investors & lenders.  These services are provided by Frank and his affiliated team of financial and legal consultants.


Flexibility:  Any of our services may be used separately to support your existing financial and legal advisers.

Just Do My Books

Our CPA trained bookkeepers not only enter data but also recognize transactions and trigger points that impact valuation, financial covenants, compensation agreements and revenue based obligations. 

Financial Reporting & Valuation Services

Our Financial Reporting Team provides GAAP based Financial Statements, Capitalization Tables, Flash Reports 

and other customized data​ for Management, Partners & Legal Advisers.

  • ​Implement Revenue Recognition and other Accounting Policies                 

  • Design & Execute Internal Controls

  • ​Rolling Capitalization & Convertible Debt Schedules

  • Statements of Profit & Loss, Balance Sheets, Cash Flows & Burn Rates

  • Rolling Financial Projections   

  • Budget to Actual Reporting 

  • Customized Reports for Partners & Legal Counsel  

CFO Services

  • Advising on Strategies to maximize leverage of capitalization.

  • Accounting for Equity Raises & Debt Transactions

  • Supporting Legal Counsel and Liaison with Financial Advisers & Partners

  • Assisting with Corporate Organization & Governance

  • Structuring Equity-Based Compensation, Vesting Parameters and related tax planning

  • Setting up Buy-Sell Strategies and Tax-advantaged Funding

Tax Services

  • Federal, State and Local Business tax preparation and state registrations

  • Expert in multi-entity structures and Series LLCs

  • Strategic changes in tax classifications  and tax entity formation

  • C Corps, S Corps, Partnerships, LLCs, Disregarded Entities, Joint Ventures

  • Catch up on prior year tax filings  

  • Amend prior year tax returns

  • R&D Tax Credit Analysis and Application

  • 1099-DIV Filings, Partner K-1s

  • Individual tax strategy and services available for Founders, if needed

Financial Statement Preparation

Fund raising often requires your financial statements and internal accounting

controls to be prepared in accordance with Generally Accepted Accounting Principles

in the United States for such events as Regulation A+ Crowdfunding and other

acapital solicitations.  With  over 12 combined years experience at two of the world's

most sophisticated audit firms PriceWaterhouseCoopers & Grant Thornton and 20 years

in private practice Frank Feis collaborates prepares and collaborates with qualified CPAs

to meet your financial statements. 


Tel   646.533.2877

Fax  631.532.4910

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