Fit
Who we work with.
We fit a narrow band of companies. If you're outside it, we'll tell you.
By stage
Pre-seed / just incorporated
Set the foundation correctly: a startup chart of accounts, accrual from the first transaction, SAFEs booked properly. Doing this right at month one costs a fraction of fixing it at Series A.
Seed — raised, deploying
Burn is now the number that matters. Monthly close, runway calculated for you, a package you can forward to investors as-is.
Series A
Monthly investor pack, budget vs. actual, and books structured so the workpapers already exist when an audit arrives.
Series B and beyond
You likely need an in-house controller and a firm with an audit practice. We'll say so on the call.
By vertical
- SaaS / subscriptionDeferred revenue, annual vs. monthly billing, recognition over the delivery period.
- AI / infrastructureCompute and hosting spend tracked against runway, R&D cost isolated.
- FintechMoney movement, interchange, multiple revenue streams, reconciliation across processors.
- MarketplacesGross vs. net revenue, take rate, payouts.
- E-commerce / consumerInventory, COGS, refunds, processor timing.
Entity types
Delaware C-Corps by default. Also C-Corps in other states and US subsidiaries of foreign parents.
We don't take on partnerships, funds, or non-profits.
Founders outside the US
Many of our clients run a US entity from elsewhere. We work async by default, documents by upload, with no assumption you're in a US time zone.
Foreign-owned? We file the 5472, 5471 and FBAR that come with it — see tax filing. Consolidating a Moroccan subsidiary is handled by our affiliated firm, American Pro Advisors.
Not sure you're a fit?
Fit
Who we work with.
We fit a narrow band of companies. If you're outside it, we'll tell you.
By stage
Pre-seed / just incorporated
Set the foundation correctly: a startup chart of accounts, accrual from the first transaction, SAFEs booked properly. Doing this right at month one costs a fraction of fixing it at Series A.
Seed — raised, deploying
Burn is now the number that matters. Monthly close, runway calculated for you, a package you can forward to investors as-is.
Series A
Monthly investor pack, budget vs. actual, and books structured so the workpapers already exist when an audit arrives.
Series B and beyond
You likely need an in-house controller and a firm with an audit practice. We'll say so on the call.
By vertical
- SaaS / subscriptionDeferred revenue, annual vs. monthly billing, recognition over the delivery period.
- AI / infrastructureCompute and hosting spend tracked against runway, R&D cost isolated.
- FintechMoney movement, interchange, multiple revenue streams, reconciliation across processors.
- MarketplacesGross vs. net revenue, take rate, payouts.
- E-commerce / consumerInventory, COGS, refunds, processor timing.
Entity types
Delaware C-Corps by default. Also C-Corps in other states and US subsidiaries of foreign parents.
We don't take on partnerships, funds, or non-profits.
Founders outside the US
Many of our clients run a US entity from elsewhere. We work async by default, documents by upload, with no assumption you're in a US time zone.
Foreign-owned? We file the 5472, 5471 and FBAR that come with it — see tax filing. Consolidating a Moroccan subsidiary is handled by our affiliated firm, American Pro Advisors.