OUR EXPERIENCE
We have experience: Our team has supported companies with employees in multiple states, international subsidiaries, and we’ve jumped in at day 1, but also at year 10. We’ve seen what supports success and have also cleaned up mis-steps. The E-Squared best practices come from years of learning on the job and sourcing experts to create the right solution for our clients.
We hit the ground running: We have jumped in with no preparation to overhaul years of messy accounts, participate in audits, replace exiting staff with no overlap training, convert and install accounting software where none existed, set up employee benefits and create policies to facilitate immediate growth, etc. Even if it seems dire to you, we’ve probably been there and done that.
We are remote: E-Squared’s home base is Boston, MA, but we all work remotely. Emily and her staff accountants will meet up onsite around Boston at local clients or in co-working spaces, but much of the time we are working remotely on our own. Flexibility, communication, and technology are keys to our business and we carry that over into yours.
Industries serviced: Software, Retail, Manufacturing, Engineering, SaaS, Consulting Services, Tours, Surf School, Trucking Brokerage, Biotech/Pharma, Social Media, Online Retail, Ticket Sales, Advertising, Healthcare
Whatever industry you are in, whatever role you need filled, E-Squared can step in and get the work done.
EXAMPLES OF PAST ROLES
CONTROLLER + STAFF ACCOUNTANTS
Snapapp inc
Completed 1st annual audit and set up process for recurring January audit field work. Digitized 9 years of paperwork making funding diligence requests instant. Set up payables software for paperless AP approvals and secure payments. Helped grow the company to 70+ employees and 300+ customers while maintaining a part-time accounting team. Helped facilitate sale of the business and transfer of duties to new parent company.
ADVISOR + STAFF ACCOUNTANTS
CATALANT TECHNOLOGIES
Advised on and supported implementation of new accounting software, adhoc staff accountant support, 1099 processing and administration of the firm.
CONTROLLER + STAFF ACCOUNTANTS
SocMetrics, Inc. & TrueLens
Set up initial accounting and trained first finance employee in Quickbooks and general accounting procedures. Created a Monthly Finance Dashboard. Payroll and Benefits set up and support.
CONTROLLER+ STAFF ACCOUNTANTS
Organizing Boston
Helped clean up books and trained the owner and three part-time employees in Quickbooks, general accounting, and payroll practices. Set up templates for future entries and guidance. Weekly support with banking and financials. Year end reviews for tax preparation.
DIRECTOR OF OPERATIONS & FINANCE + STAFF ACCOUNTANTS
Open Mile, Inc.
Built company from the ground up, developing all finance and operations processes including specs and product management for accounting tool within the OpenMile online product. Member of the executive team responsible for corporate direction. Hired and trained all finance staff and coached middle managers of operations and marketing.
CONTROLLER
Lit Boutique
Complete overhaul of inventory entry and tracking as well as training on Point of Sale software and Quickbooks Financial. Review and reconciliation of all merchant banking accounts. Created new purchase order and buying process for cash management and ease of tracking. General accounting and finance training.
CONTROLLER
Going.com (Acquired by AOL)
Restructured accounting department and processes to stop “the bleeding” on a fast growing social media company. Created financial model and diligence to raise two additional rounds of funding before final sale to AOL.
FINANCE MANAGER
Morpace Pharma Group
Responsible for all aspects of financial management in a distressed subsidiary, including forensic accounting, cash management, budgeting, vendor management, and HR.
ACCOUNTING MANAGER
GetConncected, Inc.
Restated prior year’s financials, including audited figures to be in GAAP compliance, replaced all internal accounting and tracking practices, inventory management overhaul, implemented Peachtree Accounting Software then eventually Solomon Accounting Software. Developed financial reconciliation system with the engineering team to better assist in client management.
ACCOUNTING SUPERVISOR
ThingMagic, Inc.
Managed all finance functions, first audit, implementation of SAP Business One Accounting and Inventory Software as well as all HR, facilities and inventory management.
DIRECTOR OF FINANCE
Weblayers, Inc.
Cleaned up books to prepare for acquisition, completed first audit, developed internal accounting processes, reviewed and highlighted client contract issues, and cleaned up past internal finance issues and recovered lost funds.
