Services
Everything finance, from first hire to board meeting
Pick one service or hand us the whole function. Either way you get a named team, a fixed monthly fee and books that close on schedule.
Bookkeeping and monthly close
Accrual-basis books closed on a fixed calendar, reviewed by a second accountant and explained in plain language.
Bank, card and processor reconciliations
Revenue, prepaid and accrual schedules
Monthly report with variance notes
Fractional CFO
A partner who owns your forecast, prepares the board pack and sits with you on pricing, hiring and fundraising decisions.
18-month forecast and three scenarios
Quarterly board packs and KPI reviews
Unit economics and pricing analysis
Tax and compliance
Federal, state and franchise returns, sales tax and R&D credits, all tracked on one calendar that we own.
Income and franchise tax returns
Quarterly sales tax nexus reviews
R&D credit studies and documentation
Payroll and equity
Payroll in every state you hire, contractor payments, benefits reconciliation and option grants that match your cap table.
Multi-state payroll and registrations
Contractor onboarding and 1099s
409A coordination and grant tracking
Fundraising support
Models investors trust, a data room prepared before the term sheet and a finance lead on every diligence call.
Mock diligence review before the raise
Financial data room, organised and current
Investor update templates and metrics
Audit readiness
When your board or lender asks for a first audit, we prepare the schedules, policies and support the auditors need.
Revenue recognition memos
Accounting policies written down
Auditor requests handled for you
A month with Tally
The same rhythm, every single month
Predictable beats heroic. You always know what is happening this week and what we need from you.
Days 1 to 8
Close
Reconciliations, accruals, schedules and a second review of every material account.
Day 9
Report and review
Your monthly report with variance notes, followed by a 30-minute review call.
Mid-month
Plan and approve
Forecast updates, hiring plan changes and bill approvals in the shared workspace.
Month end
Pay and file
Payroll runs, contractor payments and any filings due, done before the deadline.
Works with the tools you already run
QuickBooks Online
Xero
Gusto
Rippling
Stripe
Brex
Ramp
Mercury
Bill.com
Carta
Slack
QuickBooks Online
Xero
Gusto
Rippling
Stripe
Brex
Ramp
Mercury
Bill.com
Carta
Slack
QuickBooks Online
Xero
Gusto
Rippling
Stripe
Brex
Ramp
Mercury
Bill.com
Carta
Slack
QuickBooks Online
Xero
Gusto
Rippling
Stripe
Brex
Ramp
Mercury
Bill.com
Carta
Slack
Who we work with
Venture-backed, early and moving fast
Our clients are mostly between pre-seed and Series B. We know the reporting their investors expect and the shortcuts that come back to bite in diligence.
B2B software and developer tools
Fintech and payments
Digital health and life sciences
Marketplaces and consumer subscriptions
Average client stage
Seed to Series A
Not sure where to start?