Startups

STARTUP FINANCIAL SERVICES

You’ve got a great idea and you are ready to get down to business.

Our financial services for startups focus on cloud-based software and efficient recording of financial transactions.


01

Customized Pricing Packages

We offer unbeatable payment flexibility. We really want you to succeed and we’re willing to bank on it.


02

Startup Experience

We have helped hundreds of startups prepare and record their financials properly to attract and attain investment.


03

Scalabe

Our outsourced finance team solution can scale with you from pre-revenue all the way through to hundreds of millions in revenue.




CLOUD ACCOUNTING

Software Selection

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We recommend cloud accounting software, but there is more than one to choose from. There are a number of popular cloud accounting softwares to choose from including Quickbooks Online, Xero, Freshbooks, Kashoo, and Wave. Our specialists will help you choose the one that works best for your startup. 

Set up and training

Once your software is chosen, we can get your general ledger set up appropriately for your startup. Good financial reporting stems from ensuring you track your business transactions in a meaningful way.  We’re happy to do it all for you, but if you prefer to do your own bookkeeping, we’ll give you some tips and training so you can be on your way.

BOOKKEEPING

Management Reports

Financial Reviews

Now that you are tracking your business activity don’t stop there.  At least quarterly you should be analyzing your data so that you can measure your progress and celebrate your milestones. We’ll lead you through a full financial review and help you stay on track. Setting achievable targets, establishing budgets and measuring performance will accelerate your success!


FINANCING

Startup Loans & Investments

Cash is king.  

When it comes to starting a business it often takes twice as long as expected to get to cashflow positive.  Securing startup loans up front is often a wise consideration and we can help by providing the financial modeling your lender will want to see. We are also experienced at preparing startups for investments and funding rounds. We have worked with a number of startups to secure millions of dollars worth of investments. 



Angel Investments for SaaS Businesses:
Preparing & Fundraising

GET A QUOTE

Ready to see how we can help you scale with our outsourced finance team solution?


Get Started