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Industries

Startups & Tech

Build, scale, and innovate with financial systems designed for growth-driven startups and fast-moving tech companies.

Where Innovation Meets Financial Discipline

The best ideas need structure to scale. Whether you’re pre-funding, post-launch, or ready to raise capital, we help startups and tech founders align big vision with sound financial strategy.
From entity setup and compliance to forecasting and investor reporting — we give you the clarity, control, and confidence to grow.

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Building for Growth

Fundraising & Investor Relations

Your data should tell a story investors trust.

Financial decks and key metrics preparation
Due-diligence support and audit readiness
Clean cap table management for funding rounds

CFO-Level Guidance

Strategic insight without the full-time cost.

Budget planning and financial goal-setting
Cash flow forecasting and cost optimization
Board meeting reports and performance analysis

Scaling Beyond Startup Mode

We prepare you for the next phase — sustainable growth.

Build strong reporting systems and internal controls
Prepare for acquisition or exit opportunities
Implement scalable payroll, benefits, and HR systems

The Financial Foundations Every Startup Needs

Strong infrastructure isn’t optional — it’s your launchpad for growth.

Build a solid accounting system that scales with your user base and revenue streams.
Establish clean capitalization tables and founder equity records from day one.
Track burn rate, runway, and KPIs that matter most to investors.
Manage payroll, contractor payments, and stock-based compensation seamlessly.
Develop investor-ready reporting and compliance systems that meet due-diligence standards for venture capital, accelerators, and government programs — giving your team credibility and confidence when raising funds

Specialized Support for the Tech Ecosystem

SaaS & Subscription Models

Understand deferred revenue, renewal forecasting, and churn-based cash planning.

FinTech & Payments

Navigate regulatory complexity with precision-built systems for compliance, data security, and multi-jurisdiction reporting.

E-Commerce & Marketplaces

We streamline platform integrations, merchant settlements, and inventory tracking for rapid-growth online businesses.

HealthTech & BioTech Startups

From R&D capitalization to grant management, we align your financial systems with innovation cycles.

App & Product Development Firms

Track project profitability, contractor costs, and recurring revenue — all from a unified dashboard.

Venture-Backed Companies

We assist in investor reporting, board packages, and scaling your finance stack for Series A through IPO readiness.

Smart Tax Strategy for a Growing Company

Identify and claim eligible R&D tax credits
Choose the right entity structure for funding and exits
Manage multi-state and international compliance
Plan ahead for stock options, founder compensation, and capital gains
Keep audits simple with organized documentation and automated systems

From Idea to Execution

Incorporation & Entity Setup

Launch the right way. We guide you through choosing an entity that supports your funding goals and tax efficiency from day one.

Accounting Systems Built for Scale

We set up cloud-based bookkeeping tools, integrated dashboards, and automated reconciliation — perfect for founders who move fast.

Financial Modeling & Forecasting

Get clear projections on revenue, runway, and funding needs with data-driven financial models tailored to your business stage.

Compliance & Regulatory Readiness

Stay investor-ready. We keep your books audit-proof and your reports aligned with GAAP, state, and federal requirements.

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