Financial Partners for Your Startup Journey
Startups face unique accounting and tax challenges that evolve as they grow. From initial entity formation through fundraising, scaling, and eventual exit, we provide the expertise founders need at each stage of the journey.
We understand the pace of startup life and the importance of balancing rigor with practicality. Our approach focuses on building financial infrastructure that scales with your business.
Stage-Appropriate Services
Early Stage
- Entity formation and structuring
- Founder equity and 83(b) elections
- Initial accounting system setup
- R&D tax credit identification
Growth Stage
- GAAP financial statement preparation
- Stock compensation accounting (ASC 718)
- Investor and board reporting
- Audit and review engagements
Scaling and Exit
- IPO readiness and SEC compliance
- M&A transaction support
- Due diligence preparation
- Complex accounting advisory
Equity Compensation Expertise
Stock options, RSUs, and other equity awards are central to startup compensation — and create significant accounting and tax complexity. We help companies and recipients navigate these programs effectively.