Startup Experience: We have over 10 years of experience working with startups, so we know what it takes to help them succeed. We have a proven track record of providing our clients with the financial support they need to grow their businesses.
Startup Professionals: Our team is made up of experienced accountants, financial analysts, and tax experts who are passionate about helping startups succeed. We understand the unique challenges that startups face and we are committed to providing them with the personalized support they need.
Software Expertise: We know the best fintech software for startups and we can help you choose the right software for your needs. We can also help you integrate your software so that you can get the most out of it. Learn more about our software selection process here.
Tech-enabled: We use cutting-edge technology to automate tasks and streamline our processes. This frees up our time so that we can focus on providing you with the best possible service. Learn more about our tech-enabled client deliverables here.
Since 2013: We have been providing services to startups since 2013. In that time, we have supported over 350 startups through their early years and beyond. Our goal is to help startups achieve their goals, whether that is acquisition, exit, or continued growth.
Most tech industries: We have worked with startups in most tech industries, including business services, information technology, finance technology, health and bio-tech, real estate, construction, hospitality, and aerospace technology. We are always looking to expand our knowledge and expertise in new industries, so if you have a startup in a different industry, please reach out to us.
We operate in all 50 states in the United States and have clients located across the country.
Though we started in Cleveland, our team has been fully remote since the summer of 2019. With the ability to find great talent across the country, and deep roots in the coastal ecosystems, we have the best of both worlds.
Yes, and we have a testimonial page: You can read testimonials from our clients on our testimonial page. We are also happy to connect you with a live reference if you would like to speak to someone who has worked with us in the past.
Month-to-month with no long-term commitments: Our contracts are month-to-month, so you can cancel at any time without penalty. This gives you the flexibility to adjust your services as your needs change.
We put the work on us to continuously add value: We believe that the best way to keep our clients happy is to consistently deliver value. That's why we have a month-to-month contract structure. It motivates us to keep working hard to earn your business.
30-day cancellation notice: We ask for a 30-day cancellation notice. This gives us time to transition your services to your team or to a new provider.
We consider your funding stage and scope of work: We price our services based on your funding stage and the scope of work you need. We want to make sure that our pricing is fair and competitive.We offer a core package with a monthly, flat-rate price: Our core package includes a set of essential services that most startups need. We also offer add-on services for additional fees.
Yes, for ad hoc work and one-time projects: We charge hourly for ad hoc work and one-time projects. This ensures that you are only charged for the services that you use.
We use a combination of Slack, email, and live calls: We use a variety of communication methods to stay in touch with our clients, including Slack, email, and live calls. We find that this combination of methods allows us to communicate effectively and efficiently.
We suggest at least one live, monthly check-in: This allows us to discuss any pressing issues and to get feedback on our services.
We find both async and live communication is necessary to best keep each other in the loop.
We run a standard accounting month-end close each month and once the books are closedpresent deliverables shortly thereafter: Most reports are prepared monthly, however some are weekly. Here is a link walking through some of the sample reports we can deliver.
Yes, we are available for ad-hoc financial advice and consultations: We understand that startups have changing needs, and we are always happy to adapt our services to meet those needs.
Yes, we are available for ad-hoc financial advice and consultations: We understand that startups have changing needs, and we are always happy to adapt our services to meet those needs.
We are available for meetings or consultations beyond standard business hours when needed, but this is not the norm. We understand that things can come up that require an evening message or weekend text, but we generally stick to standard business hours for the sake of our team members.
Yes, you will have at least one dedicated person on your account: Depending on the scope of work, you may have a few dedicated people.We understand that startups have changing needs, and we are always happy to adapt our services to meet those needs.
We offer a wide range of accounting and bookkeeping services to startups, including:
- Accounts payable
- Accounts receivable
- General ledger
- Payroll
- Tax preparation
- Financial reporting
- Financial analysis
- Budgeting and forecasting
- Fundraising support
We can handle most things that a typical startup will need. To see more detail, please visit our what-we-do page.
We tailor our services to meet the unique needs of each startup by understanding their specific goals and objectives. We also consider their stage of development, industry, and budget.
Yes, we can help you with financial forecasting and budgeting for your growing startup: We have a team of experienced accountants and finance professionals who can help you develop a sound financial plan. Please see additional details here.
Virtual: In-person is possible, but we rarely find it’s necessary.
Yes, we are available for ad-hoc financial advice and consultations: We understand that startups have changing needs, and we are always happy to adapt our services to meet those needs.
We partner with the best fintech solutions for our clients. We have experience with a variety of accounting software, and we can recommend the best one for your specific needs. Here is a page explaining how we choose software for our clients and some specific software recommendations.
Yes, we are experienced in integrating accounting software with other business tools and systems. We believe that integrated software systems are the best way to reduce manual work and data entry. This frees up your time so that you can focus on growing your business.
Onboarding generally takes 30-60 days. Our dedicated onboarding team will work with you to set up your financial back office, which may include initial system setup and historical cleanup. The exact time frame will depend on your specific needs.
You will meet your dedicated account manager (AKA Point of Contact or POC) within the first 30 days of onboarding. Your POC will be responsible for overseeing your account and ensuring that you receive the best possible service.
You will need to provide us with some basic information, such as your contact information, financial statements, and bank account information. You will also need to complete an onboarding checklist.
The onboarding process is typically very efficient, and we will work with you to minimize the amount of time required. The Onboarding Checklist takes 1-2 hours to complete for most clients, and the Onboarding Call is typically one hour.
airCFO utilizes email, Slack, and Google Meets for communication based on the your preference.
Yes, we will work with your prior accounting firm if you would like us to. We can either work directly with them or communicate our requests through you.
Partner with us to simplify your back-office and focus on what matters most: growing your business.
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