Accounting & CFO for Startups
Put more of your funding into product and let us run the finance function. Investor-ready books, runway you can see to the day, and financials that hold up the moment you raise.
Founder Dashboard
Your runway, always current
Runway
18 months
At current net burn
Net Burn
$96K / mo
Down 11% vs last quarter
ARR
$1.4M
Tied to the ledger
Monthly Books
Investor-ready
Closed by day 5
We typically reply within one business day.
We work in the tools your startup already runs on.
Retention
analysis tied to your ledger
5.0
rating on Sam's List
ASC 606
revenue done right
1 day
typical reply time
Who We Serve
Whether you're pre-revenue or scaling past your Series A, we tailor the finance function to where you are and where you're headed.
Clean books, incorporation done right, and financials investors trust from your very first hire.
GAAP financials, ASC 606 revenue schedules, and KPI reporting your board expects.
Investor-ready reporting and a data room that holds up when you raise.
Capital-efficient bookkeeping and unit economics that keep every dollar working.
Revenue, gross margin, and ROAS tailored to show your growth.
Helping you see the cost of credits next to the growth in revenue.
Our Expertise
From your monthly close to your next raise, one team handles the books, the metrics, the tax, and the strategy.
Big-company financial strategy without the full-time price tag. We model your runway, build your board decks, and help you raise with confidence.
Investor-ready books every month, with ARR and MRR that tie back to the ledger.
A clean cap table, organized data room, and GAAP financials ready before investors ask.
Deferred revenue and recognition done right early, so a raise never stalls on a restatement.
Delaware C-corp and multi-state filings, plus the QSBS planning founders miss.
A live view of runway, net burn, ARR, CAC, and retention for you and your board.
Model the next hire, price change, or new market before you commit the cash.
You are building a company, not a finance department. Hand off the numbers and put your funding into product.
Answering a Founder's Questions
You're building a company, not a finance department. Here's how we answer the questions that keep founders up at night.
Talk to a startup CFOCash runway
Months of cash left at your current burn
18 mo
of runway
Retention, CAC, ARR, and more, tied to your ledger and translated into clear metrics so you can see exactly what's working.
A runway number you can trust to the day, plus smart budgeting so you build more with less. From incorporation to IPO, we scale with you.
Investor-ready books, a clean data room, and modeling for your next round or new market, so you move the moment it's right.
Ari Clark, CPA
Partner
Work With a Partner
You work directly with a partner who speaks founder, not a rotating bookkeeper. Runway, board decks, retention analysis, and a fundraise-ready data room, handled by someone who has done it before.
Engagements
Fixed monthly packages scoped to your stage, so you always know what you are paying and what is included. No surprise hourly bills.
C-corp and multi-state filings, prepared with a founder's plan in mind.
Starting at $1,500
per engagement
Investor-ready monthly close, runway modeling, and board decks.
Custom
monthly, scoped to your stage
Get your books, cap table, and data room ready before investors ask.
Custom
per raise
Final pricing is based on your stage, transaction volume, and the complexity of your cap table and revenue.
How It Works
01
Book a quick call to see if we are a fit. No pressure, no jargon.
02
We request your prior year return and key documents to understand where you stand.
03
You get a clear, transparent proposal from our team with scope and pricing.
04
We set you up with a dedicated professional and get your books moving fast.
We typically reply within one business day, and most new clients have a proposal in hand within the week.
Free Download
See everything investors check in diligence, from your cap table to ASC 606, and know your books are ready before you open the data room.
Client Reviews
Sam's List·11 reviewsOur experience was excellent from start to finish. The team consistently delivered accurate and timely reports, communicated proactively, and demonstrated a strong understanding of complex accounting and reporting requirements. They handled every aspect professionally.
Dani Kirzner
Small business owner · Client since 2018
Ari and Sean continue to surpass expectations. They are never willing to accept 'good enough' and put our account on cruise control. They are constantly looking for ways to make us more efficient.
Joel Jerozolim
Small business owner · Client since 2024
We've had a great experience with Sean and his team. They put in a lot of effort to have our close process be smooth and timely.
Montgomery Link
Small business owner · Client since 2022
From basic bookkeeping to high-end consulting on complex issues related to tax returns as well as everyday bookkeeping. Really appreciate their follow up and timeliness.
Garry Z.
Investor · Client since 2020
Great service, always on time. Well priced.
Zev Neumann
Investor · Client since 2021
It was great service and a big help. Reliable, and they gave us the opportunity to review their work before submitting to the IRS. We will use them again.
Silvana Falco
Small business owner · Client since 2023
Common Questions
Yes. ARR and MRR, net burn, CAC and LTV, net revenue retention, and Rule of 40 are the language we work in, and we tie every metric back to your general ledger.
Below roughly $1M ARR, clean bookkeeping is usually enough. Around $1M to $3M, or when you're preparing to raise, a fractional CFO earns its keep through runway modeling, board decks, and fundraising support.
We offer fixed monthly packages scoped to your stage, so you always know what you're paying and what's included. No surprise hourly bills.
Yes. We prepare your cap table, data room, GAAP financials, and ASC 606 revenue schedules so diligence moves fast and nothing stalls the round.
Yes. We handle C-corp and multi-state filings, coordinate your 409A valuation, and structure QSBS early so founders and investors preserve the benefit.
We deliver an investor-ready close early each month, with financials and a KPI dashboard you and your board can act on.
We work in QuickBooks or NetSuite alongside Stripe, Carta, Brex, and Rippling, so your books, billing, and cap table stay in sync.
Get Started
Hand off the finance function to a team that speaks founder. Let's start with a quick call about your stage, your runway, and your next raise.
Get the free Fundraise-Ready Finance Checklist and see what investors check before you open the data room.