Industries We Serve

We work with companies where financial precision, regulatory awareness, and strategic guidance aren't optional — they're essential.

Life Sciences - Biotech, Pharmaceutical & Medical Devices

Life sciences is where Helix has its deepest roots. Jim Klein has spent the majority of his career as a CFO in this space — co-founding Triangle Pharmaceuticals and growing it to a NASDAQ-listed company with a $500 million market cap, serving as CFO of Adherex Technologies through a successful IPO and dual U.S./Canadian regulatory reporting, and directing the financial operations of Micell Technologies, including the buildout of an ISO 7-classified manufacturing facility.

Life sciences companies face financial complexity that general accountants are simply not equipped to handle — SEC and Canadian Securities Administrators reporting, Sarbanes-Oxley compliance, clinical-stage burn rate management, equity and debt financing, licensing agreements, and investor relations across public, private, and venture capital audiences. Jim has repeatedly navigated all of it at the executive level.

Whether you are a pre-revenue biotech managing runway, a medical device company preparing for commercialization, or a pharma company navigating a strategic partnership, Helix brings firsthand CFO experience that most accounting firms cannot match.

We understand: SEC reporting, CSA reporting, Sarbanes-Oxley compliance, clinical-stage financial modeling, licensing and alliance structures, IPO preparation, and investor relations.

Technology - Engineering, Software, Hardware & Technical Ventures

Jim brings direct experience as a technology company founder. As CEO and CFO of DataScout Software, he built a clinical trial data platform from concept through commercialization, filed a patent applications, developed a recurring revenue stream across multiple healthcare verticals, and ultimately negotiated the company's successful sale.

Technology companies — whether pre-revenue startups or scaling SaaS businesses — face a distinct set of financial challenges: managing cash burn against a development timeline, structuring equity compensation, preparing for fundraising rounds, and building the financial infrastructure investors and acquirers expect. These are not bookkeeping problems. They require a CFO who has sat where the founder sits.

Helix works with software developers, hardware ventures, AI-focused companies, and technical service firms that need more than clean books — they need a financial partner who understands how technology businesses are built, funded, and valued.

We understand: Startup financial modeling, equity compensation structures, venture and private equity reporting, revenue recognition, and financial due diligence preparation.

Knowledge-Based Businesses - Professional Services, Consulting & Advisory Firms

Professional services firms — consultants, advisors, specialized service providers — often have deceptively complex financial profiles. Revenue is project-based or retainer-driven, margins depend heavily on utilization and billing discipline, and growth frequently requires bringing on partners or senior staff whose compensation structures need careful management.

Many knowledge-based businesses outgrow their bookkeeper before they realize it. The books look fine, but no one is reviewing what the numbers mean — whether the business is actually profitable by client or engagement, whether cash flow will support a hire, or whether the P&L reflects the true health of the business.

Helix brings the same CFO-level rigor to professional services firms that Jim has applied throughout his career — clear financials, monthly review, and a strategic perspective on what the numbers are telling you.

We understand: Project-based revenue tracking, partner and staff compensation structures, client profitability analysis, and cash flow management for service businesses.