
Comprehensive solutions tailored to your specific needs.
Choose the right business entity, LLC, S-Corp, C-Corp, optimized for taxes and future fundraising.
Set up chart of accounts, accounting software, and reporting systems from day one.
Understand your runway, monthly burn, and when you'll need to raise or generate revenue.
Clean, GAAP-compliant financial packages that stand up to investor due diligence.
Track equity, options, and convertible notes to avoid dilution surprises.
Balance salary, distributions, and equity to minimize personal tax while staying compliant.
We learn your vision, runway expectations, and capital needs.
Set up accounting systems, entity structure, and initial reporting.
Monthly check-ins covering burn rate, cash flow, and strategic decisions.
Prepare financial models, projections, and data rooms for investors.
Ideally before your first fundraise. Having clean financials and a credible financial model dramatically increases your chances of closing a round. If you're post-revenue and spending exceeds $20K/month, CFO guidance becomes essential.
Our Startup CFO package starts at $2,000-$3,500/month depending on complexity. This is a fraction of a full-time CFO salary ($200K+) and provides the strategic foundation most startups need.
Yes. We build the financial model, projections, and unit economics that go into your pitch deck. We also prepare the data room documentation investors will request during due diligence.
Absolutely. Pre-revenue is actually the best time to set up proper financial infrastructure. We help you project costs, establish burn rate targets, and prepare for your first revenue milestones.
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