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 provided accounting services for L2 Counsel, a law firm. The firm's president and owner engaged Evergreen Finance to offer CFO services to various emerging growth companies. Evergreen Finance was chosen for their full scope of capabilities including tax and accounting. The services provided included financial support, tax, and accounting for start-ups. The cost structure was based on an hourly, fixed, or monthly rate and the project was led by Jenny S. The firm found Evergreen Finance's capabilities to be excellent, fulfilling all their requirements.
In another project, Evergreen Finance assisted a data visualization company in preparing for a venture capital pitch. The CEO of the data visualization firm engaged Evergreen Finance to help create a compelling company overview document for VC investors, discuss, review, and practice pitches, and create a pro forma financial plan. The project, led by Jenny of Evergreen Finance, was a collaborative process involving several edits. The firm invested $31,000 in the project with Evergreen Finance, which lasted from April to August of 2020. The company found Evergreen Finance's involvement to be beneficial, particularly their connections to the Silicon Valley VC community.
Evergreen Finance also provided financial outsourcing for a semiconductor manufacturer. The company, which specializes in making computer chips and software, required someone to manage their finances. Over two years, Evergreen Finance handled the company's budgeting, bookkeeping, accounting, tax authority dealings, auditing, and more. The project, led by Jenny, included running QuickBooks, interacting with vendors, and conducting research and due diligence with various lenders. The company invested between $400,000 and $500,000 in the services and has been working with Evergreen Finance since January 2018. The company found Evergreen Finance's handling of their finances to be satisfactory.