What we run
Accounting and close
We set up your books from zero or take over what you have: accounting system, chart of accounts, monthly close, accrual reporting, revenue recognition.
Reporting and planning
Financials, burn and runway, budget, driver-based model, cash forecast, KPIs.
Investors and board
Investor updates, board decks, cap table, round modeling, data room and diligence.
Operations
AP/AR, bill pay, payroll coordination, compliance calendar, finance stack. Tax through a CPA partner.
How it works
- 1
Intro call
30 minutes to understand your stage, numbers and what's on fire.
- 2
Onboarding
We set up or clean up your books, systems and reporting. One-time fee of $2,500–5,000 depending on what we find.
- 3
Monthly rhythm
A fixed monthly fee, a regular founder meeting, and one accountable lead. No hourly billing.
Packages
Fixed monthly fee. One-time onboarding.
Foundation
$3,500 / month
For pre-revenue and early Seed
- Monthly close and financial statements
- Burn, runway, budget vs. actual
- 12-month cash forecast
- Investor update numbers
- Cap table upkeep, compliance calendar
- Founder meeting every two weeks
Growth
$6,000 / month
For Seed+ on the way to Series A
- Everything in Foundation, plus:
- Accrual accounting, revenue recognition
- 3-statement model with scenarios
- 13-week cash forecast
- Quarterly board deck financials
- Round pro forma, SAFE conversions, data room
- AP/AR and payroll coordination
- Weekly founder meeting
Scale
From $10,000 / month
For Series A+ and multi-entity
- Everything in Growth, plus:
- KPI dashboard and unit economics
- Multi-entity consolidation
- Audit readiness and controls
- Full board pack, board meetings
- Banking and treasury
- Weekly meeting plus leadership team
Launch
From $7,500Starting from zero? For founders who just incorporated or just raised and need the whole finance function set up.
In 4–6 weeks we set up your finance stack, processes and providers, then you move to Foundation or Growth.
Tools
- Bank
- Accounting platform
- Payroll
- Cards and spend
- Cap table
- AI finance tools
Processes
- Chart of accounts
- Spend approvals
- Bill pay
- Monthly close
- Compliance calendar
Providers
- We find and onboard your CPA, lawyers, insurance broker and 409A provider, and manage them (we don't provide legal or tax services ourselves)
Money
- First 18–24 month budget and model
- Cash and treasury plan
- Investor update template
No onboarding fee when you continue on a monthly package.
We get you round-ready: model, metrics, data room and diligence. We don't pitch investors or run your raise. Venture debt, diligence and 409A coordination are available as projects.
Frequently asked questions
- We just raised and have nothing set up yet. Where do we start?
- With Launch. In 4–6 weeks we set up your tools, processes and providers, from $7,500, then you move to a monthly package.
- Do you replace my bookkeeper?
- We set up and run your books on a modern accounting platform, or take over from your current bookkeeper. Either way, one team owns the numbers.
- Do you help us raise money?
- We get you round-ready: model, metrics, data room, pro forma and diligence answers. We don't pitch investors, find investors or run your raise.
- What about taxes?
- Tax returns are prepared through a CPA partner. We prepare the books and coordinate with them.
- How long is an engagement?
- Engagements are annual by default, with a fixed monthly fee and a one-time onboarding fee of $2,500–5,000 depending on what we find.