Startups
A practical starting point
Build financial records that can explain your runway.
Founders need to separate operating revenue from investment funds and personal contributions. Without that distinction, a healthy bank balance can hide an unsustainable spending pattern. Early financial reporting should explain burn, available cash, and the commitments already made.
Start with ownership records, funding transactions, and a practical monthly close. Compare hiring and product-development plans with expected cash receipts. Fundraising materials should be reconcilable to the books, with assumptions clearly distinguished from actual results.
What to agree before work begins
A proportionate finance routine, a runway discussion, and a clear list of accounting or tax questions to resolve before the next growth milestone.
What makes it complex
- Choosing the right entity and equity structure
- Staying investor-ready with clean books and metrics
- Managing burn rate and runway
- Capturing R&D and startup tax incentives
How we help
- Entity selection and formation guidance
- Investor-grade bookkeeping and reporting
- Runway and burn-rate forecasting
- R&D credit assessment and filing
Recommended services
The services startups rely on most.
Startup Advisory
Monthly Bookkeeping & Cleanup
Fractional CFO Services
Business Tax Preparation
Let's discuss the work you need.
Tell us about your situation, the records you have, and any deadlines. We will discuss the right scope and next steps before an engagement begins.