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

We set up or take over your platform. Chart of accounts configured for your startup's stage and industry.

Monthly Bookkeeping and Reconciliations

Every transaction categorized. Every bank account and credit card reconciled. Books closed on time every month.

Monthly Financial Statements

P&L and balance sheet delivered monthly - on accrual basis, formatted the way investors expect.

Accrual Basis Accounting

What your investors expect. What your 409(a) requires. What makes your financials actually meaningful.

Year-End Tax Coordination

Clean books handed off directly to your tax filing. No translation required.

Where We Work

Generic Accountants Are Costing California Startups Money.

We built this practice for California founders. Our current focus is Riverside and the Inland Empire - one of California's fastest-growing startup regions, home to UC Riverside's innovation ecosystem, ExCITE Riverside, and a growing base of cleantech, healthtech, and AI companies.

Coming Soon to more California Cities

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 working 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 From 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 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.