Startups & Founders

Bookkeeping built for companies that have to move fast and prove everything.

From your first invoice to your next round, we keep your books accurate, your burn rate visible, and your financials ready for the moment an investor or lender asks to see them.
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The bookkeeping problem most startups do not see coming.

Bad books do not just slow you down. They can cost you a round.

  • You do not have a clear, current answer to how many months of runway you actually have left.
  • Your books were fine when you were three people and a spreadsheet. They are not fine now.
  • An investor or lender asked for financials and what you had was not something you wanted them to see.
  • You are tracking burn rate in a founder’s mental model, not in a system anyone else could verify.
  • Your bookkeeper, if you have one, does not understand SAFE notes, deferred revenue, or how to structure your books for a future raise.
  • Due diligence on your last round took longer than it should have because your financial records were not organized.
  • You are spending hours each month on financial admin that should be invisible to you as the founder.

None of this means you are bad at running your company. It means bookkeeping has not kept pace with how fast everything else about your business is moving. That gap closes fast once the right financial infrastructure is in place.

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Will you work with my accountant and lawyer?
Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success. Building wealth is a goal that many people aspire to, but it can often seem like an overwhelming task.
Do you have any tools that help track my finances?
Startups are not just small businesses.

The financial questions a startup needs answered are different from a typical small business.

A retail shop wants to know if it is profitable this month. A startup wants to know how long it has before it needs to raise again, whether its unit economics will hold up at scale, and whether its financials will survive scrutiny from a VC associate who does this for a living. Those are fundamentally different questions, and they require a bookkeeper who understands the difference.

We structure your books from day one to answer the questions that actually matter at your stage, whether that is burn rate and runway today or revenue recognition and deferred revenue as you scale toward your next round.

Your books should be ready for an investor to look at on any given day, not scrambled together the week before a raise.

The number every founder should know without thinking.

You should always know exactly how much runway you have left.

Burn rate and cash runway are not metrics you calculate once and forget about. They change every month, and they should be something you can answer instantly, not something you have to reconstruct from your bank balance and a rough mental estimate.

For startup clients, burn rate and runway tracking are built directly into your monthly financial reporting package as a standard part of your KPI dashboard, where applicable to your business. You see your monthly burn, your runway in months, and the trend over time, alongside the rest of your financials, every month, on a schedule you can count on.

For those who want the specifics

Metric

Why it matters at your stage

Monthly burn rate

The clearest signal of how fast you are spending relative to your revenue and your cash position. Tracked monthly so trends are visible before they become emergencies.

Cash runway

How many months of operation remain at your current burn rate. The single number that should drive every major timing decision you make as a founder.

Revenue growth rate

Shows whether your top line is moving in the direction your story to investors depends on, and how consistently.

Customer acquisition cost (CAC)

What it actually costs you to acquire a customer, a number every investor will ask about and every founder should already know.

Gross margin

Reveals whether your unit economics work at scale, independent of how much capital you have raised to subsidize growth.

Cost per revenue dollar

A simple, powerful measure of operating efficiency that becomes increasingly important as you approach a Series A conversation.

Metric

Why it matters at your stage

Monthly burn rate

The clearest signal of how fast you are spending relative to your revenue and your cash position. Tracked monthly so trends are visible before they become emergencies.

Cash runway

How many months of operation remain at your current burn rate. The single number that should drive every major timing decision you make as a founder.

Revenue growth rate

Shows whether your top line is moving in the direction your story to investors depends on, and how consistently.

Customer acquisition cost (CAC)

What it actually costs you to acquire a customer, a number every investor will ask about and every founder should already know.

Gross margin

Reveals whether your unit economics work at scale, independent of how much capital you have raised to subsidize growth.

Cost per revenue dollar

A simple, powerful measure of operating efficiency that becomes increasingly important as you approach a Series A conversation.

Ready for diligence on any given day.

Your financials should never be the reason a deal slows down.

Investor-ready does not mean clean enough to glance at. It means your books are accurate, properly categorized, and structured in a way that can withstand real scrutiny from a VC associate, an analyst, or a lender’s underwriting team, whenever that scrutiny happens to arrive.

That is the standard we build to for every startup client, regardless of whether you are pre-revenue or approaching a Series A. We maintain your books on an accrual basis where appropriate, apply proper revenue recognition, and support the preparation of GAAP-compliant financial statements when you need them for a raise, a lender, or a formal review.

That means when an investor asks for your financials, you are sending them a clean, organized package, not scrambling to reconstruct three months of transactions the night before a term sheet conversation.

We do not change our standard based on your stage. A pre-seed company and a Series A company both get books built to hold up under diligence. The difference is simply whether you have needed that level of scrutiny yet.

Built around how startups actually operate.

The specific financial complexity startups deal with that other businesses do not.

Startups carry financial complexity that does not show up in a typical small business. We handle the parts of startup bookkeeping that generic providers often get wrong.

Wherever you are right now, we meet you there.

From your first invoice to your next round, the standard does not change.

IDEA TO MVP

Pre-Revenue

Clean books from day one. Burn rate and runway visibility while you build.

FIRST CUSTOMERS

Early Revenue

Revenue recognition set up correctly as your business model takes shape.

SCALING

Seed to Series A

GAAP-ready financials and investor-grade reporting as diligence gets serious.

GROWING FAST

Post Series A

Reporting that scales with headcount, complexity, and board expectations.

Built for founders, not just funded companies.

If you are building something and the books have not kept up, this is for you.

This service is built for founders at any stage between pre-revenue and Series A who need their books to reflect the seriousness of what they are building, whether or not they have raised outside capital yet.

You are a good fit if:

The services startups rely on most.

Built on the same foundation every client gets, applied to startup-specific needs.

Monthly
Bookkeeping

Accurate books from day one, structured to scale as your company grows and your financial complexity increases.  Learn More

Financial
Reporting

Burn rate, runway, and the metrics your board expects, delivered to your inbox by the 15th of every month.  Learn More

Every month your books fall behind your growth is a month of decisions made without the visibility a founder needs, whether that decision is about runway, hiring, or when to start your next raise.

Book a free discovery call and we will talk through where your company is today, what investor-ready actually looks like for your stage, and what it would take to get your books there.
How do I know if I actually need this?
I already have a bookkeeper. What does switching look like?
Do I need to know what I need before reaching out?
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No commitment. No judgment. Serving founders across the United States.

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