Startup Advisory
A practical starting point
Which accounting decisions should a new business make first?
Early choices about bank accounts, bookkeeping, founder funding, and payroll shape the quality of the records you will rely on later. A company can have growing revenue and still struggle to explain its ownership transactions or monthly cash needs.
We review how the business earns money, who owns it, how it is funded, and whether it expects employees or investors. Entity and tax-election questions are assessed alongside legal advice and administrative costs. Accounting setup should fit the actual business rather than reproduce a complicated system it does not yet need.
What to agree before work begins
Create a manageable first-year accounting routine, identify filing responsibilities for professional review, and decide which financial measures the founders need to track.
Services we can include
The engagement letter confirms the work, reporting periods, responsibilities, and fee. Select the support you need rather than assuming every item is part of one package.
- Entity selection and formation guidance
- Founder equity and compensation basics
- Investor-ready bookkeeping and reporting
- R&D credit and startup deduction planning
- Runway and burn-rate modeling
Common questions
What entity should my startup be?
Most venture-track startups form as C-Corps, but it depends on your funding plans. We'll walk you through the trade-offs.
Do we qualify for the R&D tax credit?
Many early startups do, even pre-revenue. We'll assess your activities and help you claim it.
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.