Startup Accounting & Advisory Services

    Building a startup is hard enough without worrying about whether your books will survive due diligence. We help founders choose the right entity structure, set up scalable accounting from day one, track burn rate and runway, claim R&D tax credits, and produce investor-ready financial statements. From pre-revenue through Series A and beyond, we act as your outsourced finance department so you can focus on product and growth.

    What's Included

    Entity selection and formation guidance (LLC, S-Corp, C-Corp)
    Initial chart of accounts and bookkeeping system setup
    Monthly bookkeeping and financial statement preparation
    Burn rate and cash runway tracking dashboards
    R&D tax credit identification and documentation (IRC Section 41)
    Financial projections and modeling for fundraising
    Cap table accounting and equity compensation tracking
    Sales tax registration and compliance for SaaS and e-commerce
    Investor and board reporting packages
    Tax return preparation for the business and founder
    409A valuation coordination

    Who This Is For

    Pre-Revenue Founders

    You are building your product and need to set up your entity, accounting system, and expense tracking correctly from the start so you are not cleaning up a mess when investors come knocking.

    Seed & Series A Startups

    You have raised or are raising capital and need GAAP-compliant financial statements, monthly close processes, and board reporting that meets investor expectations.

    SaaS & Tech Companies

    You need revenue recognition guidance under ASC 606, R&D credit documentation, and metrics tracking including MRR, ARR, churn, and CAC that align with your financial statements.

    Bootstrapped Small Businesses

    You are self-funded and need to understand whether an LLC, S-Corp, or C-Corp saves you the most in taxes, plus ongoing bookkeeping that keeps pace as you scale.

    Our Process

    1

    Founder Consultation

    We discuss your business model, funding plans, and growth trajectory. You leave with a recommendation on entity type, an understanding of your tax obligations, and a clear plan for getting your accounting set up correctly.

    2

    Entity Formation & System Setup

    We help you form your entity, obtain your EIN, and configure your accounting system with a startup-appropriate chart of accounts. If you have existing transactions, we categorize and record everything to establish a clean starting point.

    3

    Monthly Close & Reporting

    Each month we reconcile all accounts, categorize transactions, and deliver an income statement, balance sheet, and cash flow statement. For funded startups, we also prepare burn rate dashboards and investor reporting packages.

    4

    Tax Planning & Credit Optimization

    We evaluate your eligibility for R&D tax credits, QSBS exclusion, and other startup-specific incentives. At year end, we prepare your business and personal returns with a focus on minimizing your tax liability while staying fully compliant.

    Why Choose Your Virtual CPA

    Deep experience with venture-backed and bootstrapped startups across SaaS, fintech, and e-commerce
    Entity structure advice grounded in real tax savings analysis, not generic recommendations
    R&D tax credit expertise that has saved clients hundreds of thousands in federal and state taxes
    Investor-ready financial statements that pass due diligence scrutiny
    Flat monthly pricing that scales with your stage so you are not overpaying when you are pre-revenue
    We integrate with the tools startups already use: Stripe, Brex, Mercury, Gusto, and Rippling

    Frequently Asked Questions

    Serving the DMV and Beyond

    Available in Washington DC, Maryland, Virginia, and all 50 states.

    Ready to Get Started?

    Schedule a free consultation to discuss your startup accounting needs.