Our Services
Everything your US business
needs to run properly
Six practice areas. One advisory relationship. We built each service around the specific pain points global entrepreneurs face when operating in the US.
US Incorporation
Full detailsC-Corp, LLC & More | All US States
You know you need a US entity, but you're not sure whether to form a US C-Corp (Delaware, Wyoming, or other states) or a LLC (in any US state) — and the wrong choice could cost you later with investors or at tax time.
We assess your specific situation — funding plans, ownership structure, tax residency, and long-term goals — and recommend the right entity type and state. Then we file it, get your EIN, draft your operating agreement or bylaws, and make introductions to US banking partners. You get a fully operational US entity, not just a certificate.
What's Included
- Entity type and state recommendation
- State filing and registered agent setup
- Federal EIN registration
- Operating agreement or bylaws (depending on entity)
- US banking introductions
- Founders' equity and cap table guidance
Founders raising VC funding, cross-border entrepreneurs entering the US market, SaaS and tech companies with US customers or investors.
5–10 business days from document submission to fully operable entity.
Fractional CFO
Full detailsStrategic Financial Leadership
You've closed a round — or you're about to — and investors are expecting board decks, financial models, and monthly reporting. You don't have a CFO, and a full-time hire isn't justified yet.
We step in as your US CFO on a fractional basis. We own your financial narrative — building the models, maintaining the dashboards, presenting at board meetings, and keeping your finance function running cleanly. As your company grows, we scale with you.
What's Included
- Monthly financial reporting and commentary
- Board and investor deck preparation
- Cash flow forecasting and runway management
- KPI dashboard setup and maintenance
- Fundraising financial support (data rooms, models)
- Finance team hiring and process design
Seed to Series B companies with US investors or US revenue who need senior financial oversight without a full-time hire.
Engagements typically start within 1–2 weeks of kickoff.
US Bookkeeping
Full detailsMonthly Close | US-GAAP Aligned
Your US entity is running, but the books are a mess — transactions aren't categorized, reconciliations are months behind, and you're dreading tax season.
We take ownership of your US books from the ground up. Monthly close, bank reconciliations, accounts payable and receivable, payroll records, and preparation for tax filing. We use QuickBooks or Xero — whichever you prefer — and deliver clean, readable financials each month.
What's Included
- Monthly bookkeeping and close
- Bank and credit card reconciliation
- Accounts payable and receivable management
- Payroll transaction recording
- Monthly financial statements (P&L, balance sheet, cash flow)
- Year-end close and tax-ready file preparation
US entities of any size that want accurate, timely books without hiring an in-house bookkeeper.
Monthly deliverables within 10 business days of month-end.
US Taxation
Full detailsFederal & State | IRS Compliant
The US tax system is layered, state-dependent, and unforgiving of missed deadlines. Foreign-owned US entities face additional reporting requirements — Form 5472, FBAR, and more — that most accountants aren't familiar with.
We prepare and file all required federal and state returns for your US entity, including the specialized forms that apply to foreign-owned companies. We also handle estimated tax payments, sales tax nexus analysis, and IRS correspondence. You stay compliant; we deal with the complexity.
What's Included
- Federal income tax return preparation and filing
- State income and franchise tax filings
- Form 5472 for foreign-owned US corporations
- FBAR and FATCA compliance where applicable
- Quarterly estimated tax calculation and payment
- Sales tax nexus analysis and registration
Foreign-owned US entities, especially those with cross-border transactions, intercompany loans, or foreign shareholders.
Returns filed by statutory deadline; advisory available year-round.
Cross-Border Advisory & US Flip Structuring
Full detailsIndia-to-US | Inbound Investment
You're an India-based founder who wants to flip your holding structure to the US — but you need to navigate FEMA regulations, RBI approvals, capital gains implications, and transfer pricing all at once. One wrong step could unwind the deal.
This is our core specialty. We guide India-based founders through the full US flip — from entity strategy through share swap execution, regulatory filings, and post-flip compliance. We also advise on inbound investment structuring, treaty optimization, and ongoing cross-border transfer pricing.
What's Included
- Flip structuring analysis (share swap vs. merger vs. new entity)
- FEMA and RBI compliance advisory
- US tax treaty analysis and optimization
- Intercompany agreement drafting and review
- Transfer pricing documentation
- Post-flip US and India compliance roadmap
India-based founders restructuring for US VC funding, companies receiving inbound investment from US funds, and founders with US-India cross-border operations.
Typically 4–12 weeks depending on complexity and regulatory timelines.
Business Valuation
Full details409A | M&A | Investor-Grade
Your board is asking for a 409A valuation before you issue options. Or you're in an M&A process and need a credible independent opinion of value. Generic tools won't hold up to scrutiny.
We prepare defensible, credentialed valuations for a range of purposes — IRS 409A compliance, M&A transactions, fundraising, and financial reporting. Our valuations are prepared by credentialed professionals and stand up to investor and audit scrutiny.
What's Included
- IRS Section 409A compliant valuations
- M&A and transaction support valuations
- Purchase price allocation (ASC 805)
- Goodwill impairment testing (ASC 350)
- Investor-grade financial models
- Management presentations and board support
Companies issuing stock options, companies in M&A processes, and any entity needing a defensible independent valuation for financial reporting or investor purposes.
409A valuations delivered within 10–15 business days.
Not sure which service you need?
Book a free 30-minute call and we will tell you exactly what applies to your situation — no obligation, no sales pitch.
Book a Free Consultation