Accounting, tax, and investor-ready reporting for startups and technology companies — from incorporation to the diligence folder.
Startups run on a distinctive stack of obligations: Delaware franchise tax, R&D expensing rules that have changed twice in four years, equity compensation with deadlines measured in days, and investors who expect clean numbers long before there's a finance hire.
We keep the compliance layer silent and the reporting layer sharp — books an investor can diligence, models built to AFM standards, and the tax elections made on time, when they're cheap, instead of repaired later, when they're not.
Federal and state returns, Delaware franchise tax, and the Form 5472 layer for foreign-owned startups — clean from year one.
R&D credit claims and current expensing treatment — including the payroll-tax offset election for qualifying startups.
Monthly close and burn reporting on QuickBooks Online — numbers a lead investor can diligence without apology.
Three-statement models, runway forecasts, and board packs built to Financial Modeling Institute standards.
83(b) election guidance, equity-compensation reporting, and QSBS eligibility awareness for founders and early employees.
US entity setup and dual-country tax planning for foreign founders building American companies.
Senior finance capability without the full-time hire — forecasts, models, and reporting built to Financial Modeling Institute standards.
Explore serviceYour accounting function, run as a service — clean books, on-time closes, and reporting you can actually decide from, on QuickBooks Online.
Explore serviceFederal and state compliance handled end-to-end — accurate returns, defensible positions, and planning that happens before year-end, not after it.
Explore service