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415-203-4209
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San Mateo, CA
Our Working Hours
Monday to Friday 9-5 Pacific
Customers
Customers
Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing experienced talent that knows what it takes to succeed in a growing dynamic company.
SaaS Companies
We understand what it takes to succeed as well as the most common KPIs and profitability metrics. Our experienced team is here to help establish key reporting, analyze key trends, and to help prepare for board and investor presentations.
Users of Workday Adaptive Planning
Our experienced team offers a powerful blend of both practical hands-on corporate FP&A as well as a deep understanding of the capabilities and best-practices using Workday Adaptive Planning. As a result, we are here to help at virtually every stage of implementation, optimization, modeling, reporting (both Web-based and Office Connect) as well as troubleshooting, headcount planning, etc.
testimonials
What People Say About Us
James was the financial contact for me and my department during a period of rapid change and growth. He was a great partner and extremely responsive when I or my team had questions or requests. I appreciated his upbeat attitude and creative problem-solving skills. I recommend him highly.
Emmet Sun
CTO – Clarify Health Solutions
