Fractional CFO & Operations for growing businesses
ESVP Management builds financial clarity, structure and accountability so founders and creators can scale with confidence.
We free founders from the constant financial guesswork, giving them a clear view of cash flow, profitability and runway - so they can make bold decisions with peace of mind.
What people are saying
How we work with our clients
Financial reporting
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Cash flow management
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Historical clean up and catch up
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Month end close
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Complex transactions
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Sales tax compliance
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Business license filings and renewals
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W9 collection and 1099
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Audit prep and ongoing support
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Streamline internal controls and accounting processes
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Accounts receivable
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Accounts payable
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Bill pay
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FP&A
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Scenario analysis
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Investor ready reporting packages
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Budget to actual analysis
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Bookkeeping
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Cap table maintenance
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Strategic financial planning
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R&D tax credit
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Financial reporting • Cash flow management • Historical clean up and catch up • Month end close • Complex transactions • Sales tax compliance • Business license filings and renewals • W9 collection and 1099 • Audit prep and ongoing support • Streamline internal controls and accounting processes • Accounts receivable • Accounts payable • Bill pay • FP&A • Scenario analysis • Investor ready reporting packages • Budget to actual analysis • Bookkeeping • Cap table maintenance • Strategic financial planning • R&D tax credit •
CORE SERVICES
Our services
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GAAP financials
Chart of accounts setup and optimization
Monthly, quarterly and annual close processes
Board and investor ready reporting Packages
Management reporting with department level P&L visibility
Audit ready financials
Monthly financial reviews
Transaction level carve outs
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Scalable forecasting processes and delivering insights that drive strategic decisions
Balance strategic thinking with hands on execution, building models and processes that enable scenario planning, managing budgets, headcounts and designing reporting that communicates business performance clearly.
Develop and manage budgets across multiple portfolio companies in alignment with company goals
Budget to actual analysis and reporting
Model growth and runway across different scenarios
Variance Analysis
Scenario Modelling
Cash flow Management
Headcount planning processes
Company wide KPI’s
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Oversee payroll operations
HR Compliance with Federal, State and International labor and tax regulations
Manage stock based compensation accounting
Scalable processes for headcount planning, payroll reporting and compensation expense forecasting for FP&A
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Build and Maintain Finance Drive
Audit prep and ongoing support
Establish scalable processes, systems, controls and automation tools
Establish GAAP policies for revenue recognition, expense classification and capitalization
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Shorten Accounts Receivable cycle
Bill Pay
Contractor Agreements
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Proper Account Treatment
Revenue recognition including contracts, service agreements, renewals, deferred revenue
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City Business Licenses
Secretary of State Tax Compliance
Federal Tax Compliance
W9 collection
1099 filings
Investment Basis Tracking
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Identify where you have tax liability or establish nexus
File Sales Tax Returns
Remit Sales Tax Payments
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Payroll tax credit for pre-revenue companies
Qualified research expense analysis
Multi-state R&D credit support
Documentation and audit-ready support
Year-over-year credit planning
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SAFE Notes
Side Letters
Term Sheets
Investor Data Rooms
Investor ready reporting
Cap table Maintenance
Carta Maintenance
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High net worth financial organization and planning
Individual tax strategy and annual tax coordination
Our company ethos
To provide entrepreneurs, creators, and business leaders with precise, transparent, and strategic financial management that empowers them to focus on what they do best. We combine technical expertise with proactive guidance to protect our clients’ financial health, uncover opportunities, and help them make confident, informed decisions in a changing business landscape.
Schedule a call
Embark on your journey to financial excellence by securing an exclusive appointment with our seasoned financial experts. Experience bespoke strategies tailored to elevate your financial systems.

