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. First, co-founding Triangle Pharmaceuticals and growing it to a NASDAQ-listed company with a $500 million market cap. Next, serving as CFO of Adherex Technologies through a successful IPO and dual U.S./Canadian regulatory reporting and finally, directing the financial operations of Micell Technologies, including the buildout of an ISO 7-classified manufacturing facility.
Companies in this field face financial complexity that general accountants are simply not equipped to handle.
Examples such as: 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.
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 patent applications, developed a recurring revenue stream across multiple healthcare verticals, and ultimately negotiated the company's successful sale.
Technology companies face a distinct set of financial challenges.
Whether pre-revenue startups or scaling SaaS businesses, technology-based businesses require a CFO who has sat where the founder sits. Managing cash burn against a development timeline, structuring equity compensation, preparing for fundraising rounds, and building the financial infrastructure investors and acquirers expect are not bookkeeping problems, they are experienced, CFO-level issues.
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.
Sound like you? Start now with a free consultation to see how we can meet your technology company needs.
Knowledge-Based Businesses
Professional Services, Consulting & Advisory Firms
Professional services firms like consultants, advisors, and specialized 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, if cash flow will support a hire, or if 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 by providing clear financials, monthly reviews, and strategic perspectives on what the numbers are saying.
