Bookkeeping - California Startups
Clean Books From Day One.
Not a Scramble Before Due Diligence
Monthly bookkeeping on the platform your startup already uses; set up correctly, reconciled every month, and ready whenever an investor, auditor, or tax deadline asks for it.
QuickBooks Online, Puzzle, Rillet, or Xero - your choice
Monthly bookkeeping and reconciliations
Accrual basis accounting - the standard investors expect
Monthly financial statements included
Platform setup and chart of accounts configured correctly
Tailored for early-stage tech startups
No commitment. Pay after filing - not before
Bookkeeping
$199
per month - starting price
Everything Included
✓ Platform setup and configuration
✓ Chart of accounts tailored for startups
✓ Monthly bookkeeping entries
✓ Monthly bank and credit card reconciliations
✓ Monthly financial statements (P&L, balance sheet)
✓ Accrual basis accounting
✓ Year-end tax coordination
Why it Matters
Messy Books Have Killed California Startup Deals.
Clean Books Have Saved Them.
Most California startups incorporate in Delaware but operate in California - which means you have filing obligations in both states. Add foreign founders, multi-state payroll, or investor distributions and the complexity compounds fast.
We handle the full picture. One fixed price, no hourly billing, and unlimited support throughout the year. Every question you have between January and December is already covered.
Platform Setup - QBO, Puzzle, Rillet, or Xero
Monthly Bookkeeping and Reconciliations
Monthly Financial Statements
Accrual Basis Accounting
Year-End Tax Coordination
Common Mistakes
Three Bookkeeping Mistakes That Cost California Startups the Most
These are the situations we clean up most often when onboarding founders who
have been managing their own books or woking with a legacy local CPA
01
Cash Basis Instead of Accrual Basis
Investors want accrual basis. GAAP requires accrual basis. Converting two years of cash basis records to accrual costs more than two years of monthly bookkeeping would have. Start on accrual - not cash.
02
No Separation of R&D Payroll Form General Admin
Your R&D credit calculation depends on clean, separately categorized payroll records. If your books do not distinguish R&D payroll from general expenses, you lose qualifying expenses - and the credit that comes with them.
03
Falling Behind During a Fundraise
The worst time to discover your books are six months behind is when a VC asks for financials. Monthly bookkeeping means you are always ready - not scrambling when it matters most.
Get Your Books Right
Stop Running Your California
Startup on Outdated Numbers.
One free call is all it takes. We assess your current books, recommend the right platform, and give you a straight answer on monthly pricing.
Starting at $199/month. No binding contract. Cancel anytime.
