Help Center

Questions, answered

Everything founders ask us about onboarding, pricing, fundraising, and how we run your finance function – all in one place.

Getting Started

Getting started & onboarding

Most clients are fully onboarded within a week. We review your existing books, connect your accounts, and set up a clean workflow tailored to your business — with no disruption to your operations.

It’s three steps: a discovery call to understand your business and goals, an onboarding week where we connect your accounts and build clean workflows, and then ongoing monthly reporting and advisory support. You’ll have decision-ready books from the first close.

Yes. Catch-up and clean-up work is one of the most common reasons founders come to us — usually right before a raise, an audit, or a tax deadline. We’ll get your historicals accurate and investor-ready, then keep them that way.

No. Start with a free consultation while your current setup stays in place. If you move forward, we manage the transition so there’s no gap in your books.

Is This Right for Us

Is this right for us?

Founders switch to us when their books stop keeping up with the company — when investors start asking questions a basic bookkeeper can’t answer. If your current provider isn’t giving you clean, investor-ready financials and fast responses, that’s usually the signal.

No. Getting your financial foundation right from day one is easier and cheaper than fixing it later. We work with founders from pre-seed onward and scale the engagement as you raise and grow.

Many founders start in-house and reach a point where DIY books create real risk at a raise or audit. We take the finance function off your plate so you’re not choosing between clean books and building the company.

We run the day-to-day bookkeeping and finance operations underneath your CFO, so they get a reliable team executing while they focus on strategy. It’s a common setup at companies maturing their finance function.

We focus on venture-backed and revenue-generating startups, typically from pre-seed through Series A and beyond. Our clients are usually founder-led companies in SaaS, healthtech, fintech, CPG, and deep tech.

Pricing

Pricing & what's included

Monthly bookkeeping starts at $1,000/mo, with pricing based on your transaction volume and complexity. It’s the base of every engagement, with controller, CFO, and tax services available as add-ons.

Categorization and reconciliation, monthly financial statements, and full management of your accounting software, closed on a set schedule each month. Higher tiers add AP/AR, payroll, cash-flow and burn tracking, and board-ready reporting.

Yes. Beyond bookkeeping we provide controller-level oversight and fractional CFO support — budgeting, forecasting, burn and runway analysis, and advisor-level guidance for raises and big decisions.

Yes. Most founders start with core bookkeeping and move up to controller or CFO-level support as they raise and their finance needs deepen. There’s no penalty for scaling up.

Yes. We handle federal and state business tax prep and filing as an add-on to your bookkeeping engagement, starting at $1,000 per filing depending on entity type and complexity. Because we keep your books clean year-round, tax time isn’t a scramble.

Fundraising

Fundraising & investor readiness

Yes. We produce the clean financials, board decks, and reporting that hold up in diligence — the exact materials investors expect to see. Founders often bring us in specifically to prepare for a round.

Yes. We keep audit-ready, well-documented books year-round, so when diligence or an audit begins the numbers are already there rather than something we scramble to reconstruct.

Yes. We track burn and runway so you always know how many months you have left, and we build the forecasting that lets you plan your next hire, spend, or raise with confidence.

Your Industry

Your industry

Yes. We recognize subscription and deferred revenue correctly — not estimated — so your MRR, ARR, and financials stand up to board and investor scrutiny.

Yes. We track accurate landed cost and true margin by SKU and channel, reconcile Shopify, Amazon, and Stripe payouts exactly, and keep you compliant on sales tax as you sell into new states.

Yes. We track spend by program and funding restriction, help capture the R&D tax credits you’re entitled to, and produce clean financials for milestones and investor updates.

Yes. We build audit-ready controls, reconcile high transaction volumes reliably, and structure financials to support your regulatory and compliance obligations.

Yes. We handle capex and R&D capitalization correctly and track equity, grants, and credits cleanly and separately — the rigor capital-intensive, long-horizon businesses need.

How We Work

How we work

Yes. We’re a fully remote, CPA-led firm serving founders across the U.S. Your location doesn’t matter — everything is handled virtually, accurately, and on time.

We work with whatever system your business already runs on — QuickBooks, Xero, NetSuite, and all others. We won’t force a migration; we integrate with your existing tools rather than making you switch.

We’re a CPA-led team with 13+ years of experience, so your books are handled with the accuracy and rigor a certified professional brings — not outsourced to an unsupervised bookkeeper.

Yes. Payables, receivables, and payroll are part of our finance operations service, managed so your day-to-day runs smoothly without you touching it.

Yes. We handle your data through secure, access-controlled systems and treat confidentiality as fundamental to the relationship. Your books and financial information stay protected.

Still have questions?

Book a free consultation and we’ll walk you through exactly how we’d run your finance function – no pressure, no obligation.