Explore Our Service Tiers
Unsure what type of help you need? Just ping us and we will help you figure it out. We love meeting new startups!
Accounting Team
Fully managed startup accounting with robust financial reporting and Controller support.
$1,250/mo
- Cleanup & tech stack setup
- Accrual bookkeeping
- P&L management
- Month-end close
- Monthly financial reporting
- Controller support
- Ops accounting: payables, client invoicing, sales tax & more!
Strategic Finance Team
Tier 1, plus custom financial modeling and fully-owned financial planning & analysis.
Custom
- Everything in Tier 1 (accounting)
- Custom financial model
- Monthly financial model actualization & forecasting
- Our Financial Health Dashboard
- Custom metrics around unit economics & KPIs - LTV, CAC, ROAS, churn, etc.
- Option for a Fractional CFO
Build Your Own Stack
Build your own finance department! Add in Ops Accounting, Tax Compliance, CFO & more.
Custom
- Operational Accounting: Accounts payable, AR / client invoicing, audit support, cap table management, payroll, technical & cleanup projects, and more!
- Tax Compliance: Federal & state returns, 1099 filings, DE franchise tax, R&D credits, tax advisory, and more!
- Fractional CFO: Ad hoc CFO support, fundraise preparation, M&A support, board presentation support & participation, and more!
Fully Managed Tax Compliance
Our tax engagements are a custom monthly fee based on a specific company’s tax needs. Reach out to us for a quick quote!
Income Tax
Fully managed income tax compliance & filing program where we manage all of your corporate income compliance tax deadlines.
Sales Tax
Fully managed ongoing sales tax compliance and filings per state, economic and physical nexus reviews & state registrations.
General Client Profile
Capitalized
VC backed or well-capitalized by the founders, debt, etc. Although we do help a number of founders raise their initial rounds.
Product is In-Market
Currently in-market or gearing up to launch soon. We help many companies prep for launch or work through pivots to new business models.
SaaS, CPG, FinTech, HealthTech & More
A SaaS/tech, CPG/eComm, HealthTech, FinTech, or Web3 startup, although we are industry agnostic.
Wants a One-Stop-Shop
Fed up with poor low-service outsourced accounting support, and looking for a long-term, hands on and scalable accounting or finance partner (we support many of our clients from seed through exit)
One of the only true scalable & hands-on startup accounting firms
Our business model focuses around high-touch and long-term engagements, where we take our clients from seed all the way through exit.
Learn More