StartupCFO was built for pre-seed to Series B companies that fall into a gap: large firms are built for audits and enterprise budgets, while bookkeeping apps stop at the ledger. The practice covers bookkeeping and accounting, tax compliance, strategic finance, and fundraising support on a single team, with CPA support included on every plan and new clients live within two business days. The team works from ClariFi, an AI finance system that connects to a company's accounting tools and explains what moved each number.
One team closes the books, prepares the returns, and builds the board and investor materials from the same ClariFi numbers, with agentic AI aiding the work and experts signing off on every number. That differs from startup-focused firms that sell CFO work as a separate product or only take companies that have already raised. It serves startups from pre-seed to Series B, with no funding minimum, across SaaS, fintech, healthcare, and AI.
