Who do we Serve?
Individual Buyers/First-Time Entrepreneurs
Brokers
Private Equity
Banks
Venture Capital
We provide an experience unlike any other with a focus on people first. With us you get a single point of contact and dedicated slack channels. We work with your existing tech stack, and will recommend uncompromising, cost-efficient alternatives. We like to call ourselves office doppelgängers, as you won't be able to tell the difference between us and a full-time employee. We're your ally. Your business is our business; your success is our success.
Let's do this together
Making a difference for professionals in
SaaS/Tech
Professional Services
E-commerce
Accounting
Monthly financial statement preparation, revenue operations, expense management, payroll services, sales plans and commission calculations, consolidations, month-end close and reconciliations.
Our Services
Financial Planning and Analysis
Financial modeling and forecasting, historical analysis, dynamic scenario planning, KPI tracking and benchmarking, cashflow forecasting, and custom dashboards and reporting.
Due Diligence & Advisory
Quality of earnings reports, buy-side and sell-side due diligence, VC fundraising reports, bank covenant compliance reviews, audit preparation, and tax support.
Implementations
Software consulting and implementations, ERP migrations and implementations, historical clean-up and data validation.
Get in touch
Paseo Advisors, LLC
Salt Lake City, UT
© 2023 Paseo Advisors, LLC
Contact Info
contact@paseoadvisors.com
