Our Services

Finance & Planning

We provide back-end accounting services so that you can focus on your business. We take care of invoicing, paying bills, financial reports, annual operating plans, and KPI metrics dashboards.

We perform hard month-end close procedures so that you will have clean financials on a monthly basis, everything reconciled to bank accounts. These data sets are the foundation for tax returns, banking and loan documents, and compliance-related matters. We support a diverse sets of tools, Quickbooks and Netsuite for CRM, Gusto, ADP for Payroll and Expensify, banking and credit card apps and consult with clients to find the optimal solutions.

Benefits & Payroll

We offer payroll services and benefit administration. From routing offer letters, variable compensation structures and complex bonus & commissions, we advise CEOs and the management team to set up compensation plans and filing the numerous periodic returns in a timely manner.

As part of the service, we advise the clients to choose the benefits fit for the stage of the company and the needs. As the company scales, it is critical to have a process in place for benefit administration and payroll that directly impact employees’ morale.

Tax & Compliance

Evergreen is the first stop when clients have questions on tax and compliance related matters. Most of the startups do not need complex structures or specialized tax advisory services, in case they do, we work with a number of partner firms to promptly address their concerns and come up with actionable solutions.

The cost of failing compliance is huge, resulting in government fines, suspension, and potential decrease in the company’s valuation. Compliance runs a wide array of issues; filing payroll tax returns, tending to workers’ comp policies, recording sales tax, keeping complete document sets for employment matters (including equity administration) and board matters.

We partner with entrepreneurs to raise capital to take the company to the next phase of growth. We help them with the Operating Plan and the KPI metrics that shows the meticulous details behind the scale, top line trajectory, hiring plan, non-payroll related expenses and equity planning.

We also advise on how to structure and present their business plans so that they can spotlight the most pertinent facts to the potential investors and navigate the maze of raise process.

We help our clients plan for their tax strategy, sales tax, income tax, IP planning and work with partner tax firms to solidify recommendation.

Tax is often overlooked in early startup phases. To avoid pitfalls of paying a large sum or overdue taxes, we help clients to set up the right processes to report and file sales tax returns and identify the optimal place and timing for IP planning with our partner firms.

Evergreen Finance Nonprofit offers finance literacy consultation for youth, women and those in need for financial planning advice.

We believe that finance education should start early, it should not be difficult to understand, and accessible. We acknowledge that not everyone has the access to “someone to talk to” and readily available resources fit their needs.