§ 05.1 — ONE-TIME
Startup Financial Setup
Chart of accounts configuration, software setup, opening balances, and a custom reference guide for your day-to-day bookkeeping.
$800 USD
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§ 02 — Service Two · Monthly Ongoing
Your numbers, current
every single month
When you've raised seed funding, the financial picture changes. Investors expect clarity. Burn rate matters. Runway is something you need to know, not estimate. This service keeps all of that in order — so you always know where things stand.
§ A — What this delivers
Monthly clarity, shaped for early-stage reality
Once you've raised seed capital, the financial obligations shift. You're accountable to investors for how funds are deployed. Decisions about hiring, spending, and timing depend on knowing your runway. And the pace of the business means there's no time to reconcile records yourself.
This service handles the bookkeeping, tracks the metrics that matter at your stage, and delivers monthly reports in a format that makes sense to both you and the people you report to. You stay in the picture without having to do the work yourself.
OUTCOME 01
Clean, reconciled books every month — without you having to touch them
OUTCOME 02
Burn rate and runway tracked and updated as the business moves forward
OUTCOME 03
Monthly reports formatted to align with what investors typically ask to see
OUTCOME 04
Investor-related transactions recorded and categorized correctly throughout
§ B — Where seed-stage founders often find themselves
Raised funding.
Records haven't kept up.
Closing a seed round is an achievement. It's also when the financial expectations of the business change considerably. Suddenly there are investor updates, questions about deployment, and a growing list of transactions that need to be properly categorized and reported.
For many founders at this stage, the honest answer is that the bookkeeping has been falling behind. There's been too much else to manage. The records exist but they're not clean, the burn rate is an estimate, and the last investor report took longer to pull together than it should have. That gap tends to widen over time if nothing changes.
COMMON SITUATION
Bookkeeping is being done in batches — a few weeks at a time — rather than kept current. When an investor asks for a number, it takes time to pull it together and it's not always accurate.
COMMON SITUATION
Burn rate is calculated mentally or on a spreadsheet and doesn't reflect the actual categorized spend in the accounts. Runway calculations are estimates, not figures pulled directly from reconciled records.
COMMON SITUATION
Investor transactions — equity, SAFE agreements, convertible notes — have been entered inconsistently and don't match what was agreed. Fixing this before the next round will take effort.
§ C — How this works
Ongoing work, shaped for what seed-stage companies actually track
Standard bookkeeping services aren't built with startup metrics in mind. This one is. Each month covers the routine work alongside the metrics and formats your stage actually requires.
MONTHLY
Bookkeeping and reconciliation
All transactions recorded, categorized correctly, and reconciled against bank and card statements. Clean books every month, without gaps.
MONTHLY
Burn rate and runway tracking
Calculated from your actual reconciled data each month — not estimated. Broken down by category so you can see where capital is being deployed.
MONTHLY
Investor-formatted reports
Monthly reports prepared in formats commonly expected by seed and early Series A investors — P&L, balance sheet, and cash flow summary.
ONGOING
Investor transaction handling
Equity rounds, SAFEs, and convertible notes recorded accurately — following the correct accounting treatment for each instrument type.
ONGOING
Questions answered promptly
When a number comes up in a meeting or a question arrives from an investor, you can ask us directly. We don't make you wait for the next scheduled touchpoint.
ONGOING
Consistent categorization
Every month follows the same logic — accounts, categories, and naming conventions stay consistent so historical comparisons stay meaningful.
§ D — What ongoing engagement looks like
Predictable, low-friction,
always current
The rhythm of this service is designed to put as little demand on your time as possible. Each month runs to the same schedule, and what arrives in your inbox is complete and ready to forward.
There's no chasing transactions or waiting to hear what something means. By the time the monthly report reaches you, it's been reviewed, reconciled, and laid out in a way that lets you read it quickly.
EARLY EACH MONTH
We close out the previous month — reconciling all accounts, handling any unusual entries, and preparing the core reports. This happens without needing your involvement.
MID-MONTH DELIVERY
The monthly report package is delivered — financial statements, burn rate summary, and runway figures, all formatted for your review and ready to share with investors if needed.
THROUGHOUT THE MONTH
For questions that can't wait — a number for a board meeting, a transaction that needs clarifying — we're available to respond promptly within business hours.
§ E — Investment
A monthly retainer,
built for what your stage needs
This is an ongoing service billed monthly. The scope covers all standard bookkeeping, reconciliation, burn rate and runway tracking, investor transaction handling, and monthly report preparation.
The investment reflects the ongoing nature of the work and the level of care that goes into each month's reporting. There are no hidden fees, and the scope is defined clearly from the start — you know what's included and what falls outside it.
SEED & EARLY-STAGE FINANCIAL TRACKING
$450
USD · Per month
—
Full monthly bookkeeping and bank reconciliation
—
Burn rate calculation from reconciled accounts
—
Runway projections updated monthly
—
Investor-formatted monthly financial reports
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Accurate recording of investor-related transactions
—
Responsive support for financial questions
§ F — The methodology behind this
Built around what
investors actually ask for
Generic bookkeeping services produce standard financial statements. That's useful as far as it goes — but at the seed stage, the questions founders and investors care about go further. How much was spent this month? In which categories? How does that compare to the last three months? What's the current runway?
The reports we produce are designed to answer those questions without any additional work on your part. Each month's delivery is structured around the information that tends to come up in investor updates and board conversations — which means less time assembling data and more time using it.
PRINCIPLE
Metrics pulled from real data, not estimates
Burn rate and runway figures come from the reconciled accounts, not mental arithmetic. This makes them reliable and defensible in investor conversations.
PRINCIPLE
Investor transaction accuracy from the start
How equity, SAFEs, and notes are recorded early has a real impact on due diligence later. Getting it right from the first transaction avoids cleanup when it matters most.
PRINCIPLE
Report format consistent with investor expectations
The structure of the monthly reports has been shaped by what investors typically want to see — so you're not reformatting or translating before you can share them.
§ G — Our commitment
Delivered on time, correctly, every month
The value of this service depends entirely on it being reliable. If the reports arrive late, or a number is wrong, or a transaction has been categorized incorrectly — that's on us to fix promptly, not something you need to catch yourself.
If we get something wrong, we correct it without question. There's no obligation to commit to the service in advance — if you'd like to have a conversation first and understand what the first month would look like, we're happy to do that. Starting with a clear picture of what to expect is part of how we work.
DELIVERY RELIABILITY
Reports arrive on a consistent monthly schedule — you can plan around them
CORRECTIONS
If anything is incorrect, it's addressed promptly and without friction
NO LOCK-IN
The service continues as long as it's working well for you — there's no long-term contract
§ H — Getting started
Straightforward from here
Onboarding takes some time to set up properly, but you're not doing any of the heavy lifting. We handle the transition and come back to you with confirmation when everything's in order.
01
Reach out
Send us a message with a brief description of your business and current financial situation. We'll get back to you directly within one business day.
02
Intake conversation
We review your current records, understand your investor setup, and agree on the monthly scope. This shapes how the ongoing work is structured from month one.
03
Books brought current
If there's a backlog, we clear it before the first monthly cycle begins. You don't start the service with a gap — everything is current before we move to a regular rhythm.
04
Monthly rhythm begins
From the first full month, reports arrive on schedule. You know what to expect, when to expect it, and what's covered each cycle.
§ I — Begin here
Let's talk about your financial picture
If your current bookkeeping isn't keeping pace with the business, or your burn rate and runway aren't something you can pull up quickly, this is a good moment to change that. The contact form is the easiest place to start the conversation.
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§ 05.3 — PROJECT
Investor-Ready Financial Package
Full preparation of financial documents for fundraising — statements, projections, cap table reconciliation, and use-of-funds summary.
$1,800 USD
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