Quadrant Advisory serves a wide variety of industries, but the majority of our clients fall into the following sectors: technology, software, professional services, digital marketing, and non-profit. This industry mix is ideal for Quadrant Advisory professionals to leverage specialized sector expertise while also being able to offer cross-industry insights that our clients normally would not have access to and always find very helpful.

Quadrant Advisory services are normally bundled into applicable packages based on the life-stage and needs of your business. Some of these specific services include, but are not limited to the following: bookkeeping, accounting management (AR/AP/Payroll), budgeting, forecasting, cash flow projections and analysis, financial reporting and analysis, GAAP compliance, corporate governance, treasury management, capital raises, recapitalization, investor relations, and overall business strategic advice.

We are extremely passionate about our work and view it as our mission to drive success with every person and company we work with through a concierge-style, value-driven approach. Our team is invigorated by the passion, dedication, resourcefulness, intellect, and drive of the many startups, growth-stage, and small businesses we are fortunate to work with and we love contributing our expertise to help our clients achieve success at the next level. We accomplish this through a personalized, white-gloved approach that continuously supplies clients with process improvements and valuable insights and are fully committed to being proactive and going the extra-mile in our support. Our company is driven by entrepreneurs for entrepreneurs, and your challenges fuel our fire to help you and your business maximize your potential every day.

Yes. Quadrant Advisory prides itself on being a “ready-bench” of professionals and cross-functional experts that our clients can pull from at any time. This provides our clients with the exact flexibility they need and from a trusted partner that fully understands their business and can help advise them on the best outsourced team composition along the way.

Quadrant Advisory provides different bundles of service based on the life-stage and needs of your business all at a fixed monthly fee. When desired, we also perform more custom work and clean-up projects on an hourly-basis. One of the most compelling aspects of our service is that it costs significantly less than a salary for a full-time employee, without being burdened by the additional payroll and benefit expenses. Furthermore, you will get valuable time back without having to worry about hiring, training, and management responsibilities! Many of our clients are extremely satisfied with the fact that they get a higher quantity and quality of service at a much more competitive price point.

No, just the opposite. By leveraging the powerful capabilities of our tech platforms, as well as the synchronization that exists between them, we are able to deliver the crucial financial insights that our business leaders need to make timely and impactful decisions without getting bogged down in the raw data. With the added personal touch of our experts, we understand your needs and timelines, and will establish a routine battle rhythm to get you the insights you need when you want them.