Service Offerings

At OTF we understand your unique financial needs, let us handle your entire financial operations or pick and choose which services you need help with.

Accounting & Finance Consulting

Full-service in-house team for growing companies

Accounting Support

Daily accounting needs
AP/AR
Payroll
Expense report management
Monthly close
GAAP and tax financial reporting
Policies and procedures
Internal controls
Cash management
Accounting system implementation

CFO Support

Financial planning and analysis
Budgeting and forecasting
KPI reporting

Audit Support Tax Preparation Support Public company filings

Drafting of 10K and 10Q
Proxy Statement Support
Management Discussion & Analysis
Proforma financial statements

Manage key business relationships

Banking
Legal
Insurance
Vendors
External CPA firms
Human resources

409(A) Valuation Support Board Reporting IFRS Conversions Distributions

Waterfall Calculations

Special Project Consulting

PO Preparation

M&A due diligence support

Entity wind-down support

GAAP-IFRS Conversions

Financial Statement Preparation

Expert Witness Technical Accounting Support

Revenue recognition
Equity
Debt
Leases
Business combinations
SAFE agreements
Share-based compensation
Software developed for internal use
Research and development expense
Collaboration agreements
Consolidation and VIE analysis
Impairment analysis
Derivatives
Clinical trials

If you’d like more information about our service offerings get in touch today.