Who We Help

We help startups, small businesses, and franchises with critical financial support for ongoing needs and on-demand projects. Our team of CFOs, accountants, tax specialists and software experts help clients grow safely and quickly.

What We Do

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startup services

Helping new ventures incorporate, raise capital, and build systems to help them launch.

Tax Planning & IRS Resolution

We help business owners build money-saving tax plans and resolve IRS tax problems.

Interim CFO

Interim CFO support for projects, capital raising, or M&A transactions.

Cloud Bookkeeping & Accounting

Fully-managed bookkeeping, accounting, and Quickbooks cleanup solutions.

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Fintech & Software optimization

ERP software and custom application development to streamline finance departments.


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Our Clients

  • Funded startups

  • IT, Cybersecurity, and consulting firms

  • Real estate agencies and investors

  • Multi-location franchises

  • Private investors

  • Business owners looking to sell their companies

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Your On-Demand Finance Team

Imagine having 24x7x365 access to a complete finance and accounting team to handle all of your financial needs. Pinewood clients enjoy working with our CFOs, CPAs, and bookkeepers to execute on daily tasks and advise them on strategies to increase profits and reduce costs.

CPA Team

Have a CPA oversee your financials each month.

Predictable Fees

Flat-rate engagements to keep your budget smooth.

Top-Tier Talent

Our staff come from the top financial firms.

CFO Support

Have a flexible team to support your pressing initiatives.

 

Leverage Our Team’s Broad Financial Expertise

Software Expertise

  • Quickbooks

  • Xero

  • Sage

  • Intacct

  • NetSuite

  • Microsoft Dynamics

Tax Expertise

  • Sales taxes

  • State and local tax

  • IRS resolution

  • M&A tax

  • International tax

  • Utility audits

FP&A Expertise

  • Budget & forecast

  • Operating models

  • M&A models

  • Bank financing

  • Capital raising

  • Project & IRR models

CFO Expertise

  • HR, IT, and operations

  • ERP & system setup

  • Investor relations

  • Audit support

  • M&A integration

  • Capital raising

Learn about accounting & growth strategies our blog