Financial Solutions for
Startups and Entrepreneurs

A MODERN CPA FIRM

Dukhon Tax provides holistic financial solutions for individuals and businesses. At the core of what we do is insight and expertise. We foster a technology-enabled communicative process designed to realize the financial vision of our clients. From healthcare to technology to startup ventures, our firm is the financial cornerstone for growing companies.

We help navigate the business environment and provide meaningful reporting and modelling to analyze and forecast the financial results of our clients’ operations. Reporting is customized for lenders, investors, and company management. We integrate tax compliance for Federal, State, and International purposes with a focus on planning.

For human capital deployment, we offer scalable solutions and concierge assistance with implementation. With a results-driven approach, strategy is at the centre of everything we do – at every stage of your business life cycle we offer insight and advice on what’s next. The foundation of our process is communication and dedicated personal service.

Solutions Infrastructure

Getting bigger results
from integrated services. 

BOOKKEEPING

 

Assembly of financial and transaction data from multiple sources and oversight of accuracy and timeliness. Bookkeeping depends on adequate setup, design, and maintenance of the company’s accounting system. Implement integrated apps and other data sets to create highly accurate and data driven books.

CFO SERVICES

 

Business ideas and operations functions based on an integration of processes. Financial modeling analyzes those processes in terms of the non-financial factors that influence the numbers. Partner with our dedicated team to obtain just-in-time CFO services for capital raising, analysis, advisory, budgeting, forecasting, and growth.

HUMAN RESOURCES & PAYROLL

 

Two scalable payroll solutions – a streamlined web-based payroll and HR solution for businesses with up to 50 employees supported by our concierge service team. A PEO solution for your growing firm to help reduce costs and streamline payroll, HR, onboarding, recruiting, retirement, benefits and insurance.

REPORTING & ANALYSIS

 

Relevant financial reporting for decision making. Visualization methodologies combined with standard financial reporting helps highlight trends, alerts to variances and provides transaction-level detail when needed. Reporting to stakeholders can vary – target reports to investors and create customized analysis for day-to-day operations.

TAX

 

The most important and immediate compliance issue for small and medium-sized businesses. Federal, State, Local, and specialty tax (Sales/Use, Software, etc.) services in the US and all 50 states. Familiarity with the global tax landscape and changing legislation. Strategic business tax planning for navigating changing tax laws. Assistance with R&D and other business tax credits. For business-owners, integrated individual tax solutions ensure optimal business.

Visualization

Go beyond balance
sheets to see the numbers. 

WEB-BASED

A personalized web-based visual dashboard with current and all historical company data.

INSIGHTFUL

KPI modeling and analysis, trend analysis, budgeting, goal setting, cash flow, financial and non-financial metrics.

TIMELY

Recurring reporting, when you need it, maintaining a tempo of financial governance.

REPORTING

Income Statement, Balance Sheet, and Cash Flows, monthly reporting with your data and your custom presentations.

Methodology

A managed process
to deliver
measurable value. 

 DATA

 

Learning all about our clients and their vision is the first step. 

 

Every engagement starts with detailed information gathering on the current state of the company, and leadership’s goals, vision, and timelines. Partnering with company leaders is essential to making our solutions work – the more we know about our clients, the more agile and efficient are our services.

cfo for start ups DESIGN

 

From books to reporting to tax compliance, each solution is designed for each client.

 

Design from basic foundations like charts of accounts to identifying the key non-financial metrics of a business, our managed process helps clients focus on what’s important. We manage deadlines and drive the process so business owners can focus on their businesses.

cfo for startups DELIVER

 

Deliverables and tangible results – see real value and ROI on your investment.

 

Deliver timely reporting on a monthly or quarterly basis. Meet tax deadlines effortlessly and realize tax savings from planning. We help clients understand where they are now and where they are going. Our goal is to improve operations and improve decision making.

Case Study

From simple beginnings to

an initial public offering.

portable cfo case study

TECHNOLOGY
COMPANY

 

Our client was
organized in 2014 by a
foreign Venture Capital
firm to develop a
proprietary light and
temperature control
technology.

IPO

 

In 2018, our client
transitioned to
preparing for their Initial
Public Offering and we
assisted with their
move to a firm to
prepare them for SEC 
filings.

HISTORIC WORK

 

Our firm worked with the client from 2014 to 2018, providing accounting, reporting, Federal and State tax compliance, and payroll solutions. We provided bookkeeping services in accord with IFRS reporting standards to assist the company with obtaining seed and initial round financing from US and foreign sources. During the period of 2014 through 2017 we were the company’s accounting and financial department and worked directly with their CFO. 

 

The company began to prepare for transition to a public offering at end of 2017. The company’s auditors relied on our reporting, bookkeeping, and historic work to issue necessary statements. We transitioned the company to their own internal finance department in early 2018 and they are in the process of completing their IPO at the end of 2018 or early 2019. 

Learn more about integrated financial solutions

Please complete the form with some initial info to be put in touch with an adviser that can review your needs and outline a customized package of services.
  • Please choose the solutions that you are interested in.