Venture-Backed Startups
Accounting and Tax Services for Corporate Startups
We set up your financial operations the right way, so your books become the foundation of your financial infrastructure — controller-level visibility and proactive tax planning, without the cost of a full-time finance hire.
Schedule a CallThe Gap
What you're missing without a finance function
Most growing startups have a bookkeeper but no one owning burn, runway, and forward-looking reporting. The books get done, but they can't carry the weight of a board meeting or a diligence request — and that's where credibility quietly slips.
We close that gap by setting your financial operations up properly from the start: a chart of accounts and monthly close built around your business, so your books aren't just compliant — they're the foundation everything else stands on, from fundraising to tax strategy to the next stage of growth.
Case Study
Investor-ready financials after a Series A raise
An anonymized example of how we set up the foundation for a venture-backed startup.
Series A · Climate Tech
Finance cleanup after growth capital
$25M
in VC & angel capital raised
3 years
of financials cleaned & rebuilt
NOLs
tax loss rollforward corrected
~$1,500/mo
ongoing engagement
Challenge
A venture-backed climate company coming off its Series A raise needed real burn visibility, a balance sheet that tied out to its cap table, and financial infrastructure that could support a distributed team, complex vendor relationships, and tariffs — plus financials that vendors and investors could actually trust.
What we did
We cleaned up three years of financials and proposed a tech stack that supports their operations — tooling to track expenses, vendors, and tariffs without adding friction. We then recalibrated the balance sheet to reflect the cap table and built a monthly cadence to review gross and net burn, cost monitoring, and the KPIs that mattered to them.
Outcome
A cleaner financial package for vendors and investors, books that reflect real operational improvements and accurately booked revenue, and tax returns that properly carried losses forward.
What We Do
Two packages that scale with your stage
Start with what you need today and move up as you raise and grow.
Base
For pre-seed and seed teams that need clean books and on-time tax, handled A-to-Z so you can keep building.
$800/month
Dedicated accounting & tax specialist
Monthly bookkeeping & close
Chart of accounts built around your KPIs
Federal & state corporate tax returns
For raising & scaling
Premium
For post-seed teams raising institutional capital. We own the back-office complexity and give you investor-ready reporting.
$1,600/month
Everything in Base
Accrual accounting
Burn, runway & custom KPI dashboard
Investor- & board-ready reporting and cap-table tie-out
Who We Serve Best
Who we serve best
Startups scaling past DIY bookkeeping
Founders who need burn and runway visibility
Teams preparing for, or coming off, a raise
Companies that need investor- and board-ready reporting
Venture-backed companies from roughly seed through Series B
Founders who want finance off their plate without losing control
The Difference
Why Sunbridge Advisory
We build the foundation, not just the books
We set up your chart of accounts, workflows, and close so your financials can be the foundation of everything you build on top.
Startup-fluent finance
Burn, runway, cap-table tie-outs, and KPI reporting — the numbers your investors and board expect to see.
Bookkeeper execution plus CPA oversight
Day-to-day upkeep and senior review built into one engagement, so nothing slips through the cracks.
Tax compliance and planning included
Multi-state compliance and loss carryforwards handled with the books — not bolted on.
FAQ
Frequently Asked Questions
It means setting up your chart of accounts, workflows, and monthly close around your business — not just categorizing expenses. When the foundation is built right, everything on top of it (burn and runway, KPI dashboards, investor reporting, tax planning) is faster, cleaner, and more reliable.
For most startups before Series B, the finance function is needed but the full-time hire usually is not. Our packages deliver the same oversight and investor-ready reporting from $800/month — with no salary, benefits, or equity dilution.
Yes. We set custom KPIs with you and report gross and net burn, runway, and the metrics your board cares about on a recurring cadence, so the numbers are ready before every board meeting.
Yes. Cleaning up the history, tying the balance sheet to the cap table, and producing vendor- and investor-ready financials after a raise is one of our most common engagements.
Our tax engagement covers federal and multi-state compliance plus proactive, year-round planning, including correctly carried-forward losses.
Get In Touch
Ready to take control of your finances?
Contact Sunbridge Advisory to schedule a free consultation and take control of your finances.
