01 — START-UPS

Wells Levitt helps founders and investors count beans and crunch numbers so they can focus on everything else.

Accounting

AP + AR
Audit Support
Financial Reporting
Multiple Currencies
Tax Filing

Finance

Cash Flow Management
Forecasting + Variance
Industry Benchmarks
KPI Dashboards
Resource Planning

Operations

Benefits + Payroll
HR + Employment Policies
Inventory Management
Recruiting
Standard Operating Procedures

Strategy

Deal Structure
Financial Modeling
Internal Systems
Market Strategy
Staff Structure

Corporate

Agreements
Capital Structure
Compliance Calendar
Governance
Insurance

Investors

Board Presentations
Debt Negotiation
Fundraising Advisory
M&A Support
Valuation
OTHER VERTICALS
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