Evergreen Finance
visit site- $1,000+
- 2 - 9 employees
- Los Altos, CA
Evergreen Finance is a B2B accounting firm from Los Altos, Calif. founded in 2017. With a current team of fewer than 10 members, their main services include accounting and HR services. Their clients comprise small to mid-sized businesses across various industries.
Client Insights
Industry Expertise
20%
20%
15%
10%
10%
10%
5%
5%
5%
Client Size Distribution
Small Business (<$10M) 50%
Midmarket ($10M - $1B) 50%
Common Project Size
$200K-$999K 2 projects
$10K-$49K 1 project
Clients
- Bankjoy
Highlights from Recent Projects
Evergreen Finance successfully assisted a data visualization firm in their venture capital fundraising efforts. The company's CEO reported that Evergreen Finance meticulously reviewed their materials and created an engaging company overview document aimed at VC investors. The firm also developed a comprehensive pro forma financial plan, covering all expenses and revenue expectations for the next two years. The CEO appreciated the collaborative nature of the engagement, which included multiple revisions of their pitch decks. The project, which ran from April to August 2020, was led by Jenny, Evergreen Finance's CFO, and cost $31,000.
In another project, Evergreen Finance provided financial outsourcing services for a semiconductor manufacturer. The four-year-old company, which produces computer chips and software for data centers, servers, and AI technology, enlisted Evergreen Finance to manage their finances. The firm handled their budgeting, bookkeeping, accounting, tax affairs, and interactions with banks and other vendors. They also conducted research and due diligence for potential debt raises. The engagement, which began in January 2018, has cost the semiconductor company between $400,000 and $500,000. The CFO, Jenny, served as the primary contact.
Evergreen Finance also provided fractional CFO services for L2 Counsel, a law firm. The President and Owner of L2 Counsel reported that they hired Evergreen Finance to provide financial support for their startup and emerging growth company clients. The firm offered a full range of services, including financial, tax, and accounting services. The engagement was flexible, with billing structured on an hourly, fixed, or monthly basis. The team was led by Jenny from Evergreen Finance.