Teams at Burkland Associates

Manage multi-jurisdictional indirect tax compliance for clients, including sales, use, excise, GST/HST, OSS, and VAT filings. Conduct nexus studies, prepare voluntary disclosure agreements, research tax issues, support planning and controversy matters, maintain tax records, onboard clients, answer technical questions, and improve processes through analytics, technology integration, and AI tools.

Manage inbound sales opportunities from VC-backed startup founders and executives, guiding prospects through discovery, service recommendations, proposal, and close. Build relationships with prospects, clients, and VC referral partners; collaborate with finance, tax, and HR specialists to scope and transition engagements. Maintain CRM accuracy, monitor pipeline forecasts, research market trends, and represent the company at startup events.

Provides strategic finance leadership to venture-backed AI and SaaS startups. Responsibilities include monthly close oversight, budgeting and forecasting, capital planning, treasury management, board reporting, investor updates, fundraising, M&A support, cap table analysis, revenue cycle management, cash flow planning, controls, audit readiness, and advising founders on financial strategy.