Find the service that fits where you are right now
Each of our services is designed for a specific phase of startup life. You don't need to commit to all three — start with what makes sense today, and build from there.
Back to homeWhich stage fits you best?
Early-stage finance isn't one-size-fits-all. A company that just incorporated has different needs from one preparing for its first raise, and different needs again from one actively growing headcount. Use the buttons below to jump to the service that matches where you are.
What's included
Entity-specific chart of accounts setup
Monthly bookkeeping and transaction categorization
Monthly summary report, shareable with co-founders
Bank reconciliation and basic expense tracking
Year-end preparation and filing-ready books
Access to your accountant for short ad-hoc questions
Billed monthly. No long-term commitment required to start.
Startup Bookkeeping & Foundations
For founders who want their numbers in order from the start — before things get complicated. Clean, properly structured books set up for your entity and stage, maintained every month so you always know where you stand.
Who this is for
Teams in their first year of trading, pre-revenue or early revenue, who want financial discipline without needing to hire a full-time bookkeeper. Particularly suited to founders spending too much time on their own books — or avoiding them altogether.
What changes when your books are right
You stop avoiding looking at your numbers because they make sense
Co-founder conversations about money become easier and less ambiguous
Year-end is a process, not a scramble
You have a financial record that's useful, not just compliant
Investor-Ready Reporting
Financial reporting and supporting schedules designed with funding conversations in mind. Presented in plain language you can stand behind in a meeting — and kept current with a quarterly review so the figures stay honest.
Who this is for
Founders approaching a seed round, Series A, or any funding conversation where an investor will ask to see the numbers. Also suitable for companies that have existing books but need them formatted and explained in a way that holds up under scrutiny.
What becomes easier when reporting is right
You walk into investor meetings with confidence in your figures
Data room requests don't require a week of reformatting
Quarterly reviews keep the story consistent and current
You can explain your financial position in your own words, clearly
What's included
Monthly financial reporting with supporting schedules
Investor-format P&L, balance sheet, and cash flow
Quarterly review to keep figures current and accurate
Plain-language narrative accompanying each report
Data room support for fundraising preparation
Includes all Bookkeeping & Foundations deliverables
Billed monthly. Includes everything in the foundations tier.
What's included
Regular advisory sessions (frequency agreed at onboarding)
Runway analysis and cash flow forecasting
Hiring and spending scenario modelling
Board and investor presentation support
Between-session availability for urgent questions
Includes all Investor-Ready Reporting deliverables
Billed monthly. Includes reporting and foundations tiers.
Fractional Finance Advisory
Regular, calm advisory sessions with an experienced accountant to talk through runway, hiring, and spending decisions. Designed for founders who want measured guidance without committing to a full-time finance hire.
Who this is for
Post-seed or actively scaling companies where financial decisions are coming faster — new hires, new markets, rising burn. Founders who want a knowledgeable person to think through those decisions with, without the cost and commitment of a full-time CFO.
What becomes clearer with regular advisory
Runway conversations with the board feel grounded, not estimated
Hiring decisions have a financial framework, not just a gut feel
Spending choices get thought through before they're committed
You have someone who knows your numbers and can think alongside you
What's in each service
Each tier builds on the previous one. You can start at foundations and upgrade when your needs change.
| Feature | Foundations $240/mo | Reporting $480/mo | Advisory $750/mo |
|---|---|---|---|
| Monthly bookkeeping | |||
| Monthly summary report | |||
| Investor-format reporting | — | ||
| Quarterly review | — | ||
| Advisory sessions | — | — | |
| Runway & forecast modelling | — | — | |
| Between-session availability | — | — |
Questions we hear often
A few things that tend to come up when founders are choosing where to start.
Can I start with foundations and move up later?
Yes. Each service builds on the one below it, so moving up is straightforward. We'll let you know when your situation might benefit from an additional tier — there's no pressure to start at the top.
What if my books are already a mess?
That's a common starting point. We'll assess where things stand and discuss what it would take to clean them up before we move into regular upkeep. Catch-up work is scoped separately so you know what's involved before committing.
Is there a long-term contract?
We don't require a long minimum commitment. We'd rather earn your continued engagement through consistent work than lock you in upfront. Monthly billing keeps things straightforward.
How do advisory sessions work?
Sessions are scheduled at a frequency that suits your situation — weekly or bi-weekly for most actively scaling companies. Each session is agenda-free: you bring what's on your mind, and we work through it. Follow-up notes are provided after each call.
Not sure which one to start with?
Send us a short message about where you are. We'll suggest the right starting point — and be straightforward if something else makes more sense for your stage.
Get in touch