Build
Working with startups to PREPARE:
- Financial modeling
- Forecasting for fundraising
- Cap table analysis
- System implementation
- Operations & HR
Companies Serviced
Years Experience
Industries Serviced
Software Tools Used
Getting you where you want to go, FASTER
Build
Working with startups to PREPARE:
Getting you where you need to be, STRONGER
Grow
Working with existing businesses to INCREASE:
Getting you where you want to be, SMOOTHER
Change
Working with businesses at any stage to SOLVE:
We employ the brightest minds
Aptitude matters and we seek those that amplify that inquisitive mind with a well-rounded education who are deeply entrenched in their diverse business arenas with proven track records in profitability. From CPGS to SaaS to eCommerce, our team has touched it.
We have 25 years of experience
We know what it takes to be real-world business operators, working with everyone from startups and Fortune 100 companies. There is a time to be fast and loose, and a time to have I’s dotted and T’s crossed, we’ve lead our clients through every stage.
We provide world class services
Our unique suite of business and advisory services traverses the globe and is currently being implemented in the USA, Europe, Asia, and Latin America by our first-in-class network of executives and professionals . Proficient in a myriad of technology efficient platforms, we successfully bridge time zones and hurdle language barriers.
Finance
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Safeguard your company's financial future with expert advice and tailored strategies for financial planning, budgeting, and securing funds.
Forecasting
Budget Review
GL Analysis
Custom Reporting
Banking Relations
Tax Planning
Process Analysis
EBITDA Growth
Exit Planning
M&A Analysis
Business Expansion
Financial Modeling & Valuation
Equity & Debt Financing Analysis
Fractional CFO
Accounting
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Ensure financial stability and compliance with a comprehensive range of accounting services tailored to small businesses.
Bookkeeping
Bank Reconciliations
Balance Sheet Review
GL Audits
Sales Tax Audits
Payroll Audits
Process Evaluations
Month End Close
Quarterly Close
Year End Process & 1099
Annual Prep for CPA
Operations
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Boost efficiency, productivity, and profitability with strategic planning and optimization of your business processes.
Systems Integration
ERP Review
Process Analysis
SOP Implementation
Equipment Audit
Utilization Analysis
Workflow Analysis
Process Improvement
Human Resources
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Receive tailored HR services that address the unique needs and challenges of your business.
Payroll & Taxes
Onboarding
EE Handbooks
Insurance Audits
Policy Review
Recruiting
Platform Integration & Automation
Entrepreneur in Residence
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Simply put, entrepreneurs want to talk to other entrepreneurs. Lay a strong foundation for your business with guidance from successful entrepreneurs who understand the challenges and opportunities you face.
Network Opportunities
Resource Access
Experience-based Solutions
01
Schedule Call
02
Review Needs
Please be prepared to discuss any services where you think we can help.
03
Portal Onboarding
We'll onboard you into our cloud-based Client Portal to start working together.
04
Prosper Together
Whether you need us for the short-term or long-term, Mesa Advisors has you covered at every stage from Startup to Exit.
Simple Dashboard
Locate what you need quickly.
File Management
Search + Download + Print with ease.
To Do List
Automated tasks and reminders.
Client Requests
Unified conversation history.
Fillable PDFs
Quickly fill in PDFs saving you time.
eSign Requests
Digitally sign important files securely.
From Startup to Exit, Mesa Advisors has you covered every step of the way
Meet our Founder
Emily is a multifaceted executive with substantial experience in finance, operations, human resources, and compliance.
With a proven track record across startups, growth, and mature firms, Emily has sat at the intersection of multiple business sectors for years, and has had the opportunity to interact, manage, and negotiate with decision makers and stakeholders from a multitude of industries.
Backed by a robust network of standout performers, she knows what it takes to ensure your business operates efficiently, is staged for scale, and provides the tools to make proactive financial decisions for your company's long-term growth.
Our goal is to get you up to speed, establish your processes, and train your staff. Tell us where you want to be and we'll get you there.
Don’t just take our word for it
Emily has brought a refreshing perspective to our accounting operations. With her impeccable numbers acumen, she has not only supported us in raising capital, but also delivered our accounts with a genuine sense of congeniality.
Her expertise and personable approach have made a truly significant positive impact.
Charlotte Rose Melsom-Burdett
Founding Partner
The Beach Samui/SABAI SABAI™️
Emily is efficient and produces quality work that is absolutely critical to my long-term business goals always offering unique insights and a winning personality to boot!
Rebecca A.
The tech tools Mesa Advisors uses allow me to obtain conversational insights without having to be on a call. I can address complex topics anytime.
The Mesa team has also provided financial education to back up the data they report, so I can feel confident to share it along with other stakeholders.
Bill T.
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