Accounting for Startups

Finances at this stage are a lifeline, so proactive planning and efficiency are the names of the game. You can focus on innovation while our startup accounting team handles the complicated financial aspects of running your business, including plans for capital fundraising and strategic growth.

Establish Good Bookkeeping Principles From Day One

Start with your best foot forward. We’re here to help you get set up and keep you on track with solid startup accounting and financial management as you grow.

Bookkeeping Assistance

You need a reliable partner to guide you through the early stages of setting up bookkeeping and accounting for your startup. Our bookkeeping support will help make sure everything’s set up correctly and you are ready to grow.

Budgeting and Forecasting

Budgeting and solid forecasting are the foundation of good financial management. Our team of experts helps you plan each aspect of your startup’s business and forecast future financial needs to inform strategic decision-making.

Full Outsourced Accounting

As your startup grows, so do your financial management needs. We can act as your full outsourced accounting shop, helping you with everything from hiring your first employee and establishing payroll systems, to monitoring cash flow closely and seeking out seed funding.

Fractional CFO Services

You’re gathering momentum and need more time to lead your team. We offer fractional CFO services designed to take accounting and financial management tasks like invoicing and back-end administration off the founder’s hands. You’re freed up to focus on your startup’s growth.

Assistance with Capital Raises

A lot is on the line when you’re raising capital, and it’s essential to put your best foot forward. We can help prepare financial projections for pitch decks, help you connect with capital sources, and provide you the backup you need to present a strong case to funders.

No Commitment

We’re here for you when you need us but are happy to step aside when things change. We don’t require a commitment, and you’re welcome to cancel anytime with 30 days’ notice.

Let Us Help:

CFO Services Group’s Playbook to Choosing the Right Entity Type For Business Success

 Quick Answer: Selecting the optimal entity type for business success requires matching your structural framework to the daily operational workflows and financial risks of your specific industry. A mismatched setup can choke your cash flow with unnecessary...

The CFO Services Group Guide to Minimizing Credit Card Processing Fees For Small Business Owners

 Quick Answer: Small business owners can minimize credit card processing fees by switching from a flat-rate provider to an interchange-plus plan, which passes the true wholesale cost of a swipe straight to you. You can trim costs even further by routing...

How Does The Employer Credit For Family and Medical Leave Work for DMV Small Businesses?

 Quick Answer: The Section 45S tax credit allows eligible small businesses to offset up to 25% of paid family and medical leave wages or commercial insurance premiums under permanent federal guidelines. To claim these savings, your business must have a...

How To Hire An Intern For The Summer For Your DMV Business

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Why Tariff Refund Claims Get Delayed for DMV Small Business Owners

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How To File A Tariff Refund Claim for Your DMV Business

Key TakeawaysAs of April 20, 2026, the Consolidated Administration and Processing of Entries (CAPE) tool is the exclusive electronic system for reclaiming IEEPA tariff duty payments. Importers must have an active ACE Secure Data Portal account and an authorized...

Does the Tariff Refund Process Apply to My DMV Business?

 Key TakeawaysOnly the Importer of Record (IOR) or an authorized customs broker can claim a refund. If a carrier like UPS or FedEx is the IOR, you must coordinate with them rather than filing directly with the CBP. Refunds are exclusively for IEEPA-related...

The 2026 Business Mileage Rate vs The Standard Expense Method For Your DMV Business Vehicles

 Key TakeawaysThe IRS business rate for 2026 is 72.5 cents per mile, a 2.5-cent increase from the previous year. To keep your options open, you must choose the standard mileage method in the first year your vehicle is used for business. If you start with...

Common Bookkeeping Mistakes That Make Tax Filing Harder For DMV Business Owners

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Remote vs In Person Work Setup for DMV Employers

 Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...

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