GoalTegic’s areas of expertise include but are not limited to the following:

Manage a company’s internal finance team, or be its outsourced accounting team,
Build, supervise, and train accounting and finance teams,
Financial & operational budget models, with customized, comprehensive data intensive spreadsheets,
FP&A (Financial Planning and Analysis),
Controllership, streamline processes for financial reporting,
Reconcile revenue and equity,
Prepare consolidated (foreign) subsidiary financial statements,
Convert cash-basis books into accrual-basis books,
Put in place digital accounting software,
Act as a liaison among the legal, tax, and technical accounting teams for clients,
Knowledgeable about HR, payroll, and tax compliance, 401K,
Coordinate audit requests and M&A due diligence requests, and general accounting, and
Finance consulting, bookkeeping, sales & local tax returns.

GoalTegic Inc., founded by its principal consultant Carmen Diep, who has 25+ years of industry and financial consulting experience, helps small businesses, VC backed technology startups, and lower middle market companies in every aspect of accounting, controllership, and finance. We specialize in:

- Budget Modeling for Operational Decision Making, Financing, Fundraising, Hiring, etc.
- Cash Flow Projection
- Bridge from Limited Accounting Software to New ERP Systems
-  Controllership & Accounting in SaaS, E-commerce, B2C MarketPlace
- Accounting, Bookkeeping, Tax Filing & Other Services
- building accounting processes
- preparing financials
- reaching your goals with customized budget modeling.

Working with CEOs and CFOs, GoalTegic manages data from various sources to give a holistic picture of a company’s current financial situation and future vision and goals. 

Our services are always reliable, consistent, and timely, as well as strategic, goal oriented, and value packed.

GoalTegic partners with VCs, private equity partners, business attorneys, commercial bankers, & HR professionals.

Accounting

Consulting

Finance

GoalTegic, Inc.

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GoalTegic, Inc.

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