Graphite Financial Benefits Overview

Lead client relationships and accounting operations for a portfolio of startups: manage staff accountants, oversee month-end close and financial statements, support audits and due diligence, provide strategic financial analysis, and implement scalable accounting controls and systems.

Lead FP&A service delivery for multiple clients: manage analysts, build dashboards and assumptions-driven financial models, prepare monthly financial reports, run budgeting and forecasting, analyze unit economics and margins, collaborate with accounting, and perform ad-hoc analyses to support fundraising and strategic decisions.

Manage tax needs for startup clients, including preparation of federal and state income tax returns, tax planning, and compliance. Collaborate with teams to ensure client satisfaction and resolution of tax issues.