Startup Bookkeeping
Books That Power Decisions, Not Just Reports
Your accountant keeps your books current, accurate, and GAAP-compliant. ClariFi turns reconciled data into 50+ KPIs, financial ratios, and automated reporting — no manual spreadsheet work.
What Your Accountant Delivers
Every month, your accountant handles the work that keeps your financials investor-ready and GAAP-compliant.
Monthly Close
Timely month-end close with reconciliation, accruals, and categorization within 15 business days.
Financial Statements
GAAP-compliant P&L, balance sheet, and cash flow statement prepared monthly.
Transaction Categorization
Every transaction coded correctly with consistent chart of accounts.
Bank & Credit Card Reconciliation
All accounts reconciled monthly with discrepancies resolved.
Payroll Coordination
Payroll review, benefits reconciliation, and coordination with Gusto, ADP, or Rippling.
Vendor & AP Management
Payment scheduling, 1099 compliance, and vendor onboarding.
ClariFi Amplifier
Clean Books In, Board-Ready Reports Out
Your accountant's clean books flow directly into ClariFi — 50+ KPIs, financial ratios, runway analysis, and board-ready reports generated automatically. No spreadsheets, no manual reporting.
- 50+ KPIs across 8 categories tracked in real time
- Automated board packs and investor updates
- Runway and burn rate analysis with proactive alerts
- Industry benchmarking across 14 industries
Why Not DIY or a Basic Bookkeeper?
Every option has trade-offs. Here's how they compare.
DIY Bookkeeping
- Risk of errors with no CPA oversight
- Year-end cleanup costs $thousands
- No financial modeling or KPIs
- Backward-looking only
Basic Bookkeeper
- No tax compliance included
- No financial modeling or forecasting
- No KPIs or real-time dashboard
- Separate CPA needed at $2K–5K/mo
StartupCFO
- Accountant + CPA + CFO as one team
- ClariFi-powered KPIs and reporting
- Tax prep included in every plan
- From $129/mo
Frequently Asked Questions
What’s included in startup bookkeeping?
StartupCFO bookkeeping includes monthly close, bank and credit card reconciliation, GAAP-compliant financial statements (P&L, balance sheet, cash flow), transaction categorization, and payroll coordination. Every plan also includes CPA oversight and tax prep.
How is StartupCFO bookkeeping different from DIY?
With DIY bookkeeping, you risk errors that cost thousands to clean up at year-end. StartupCFO includes CPA oversight from day one to prevent those costs. Plus, ClariFi automatically turns your clean books into 50+ KPIs, financial ratios, and board-ready reports — no spreadsheets required.
What accounting software do you work with?
We integrate with QuickBooks Online, Xero, and Zoho Books. We also connect with Stripe, Mercury, Ramp, Gusto, ADP, and Carta — so your payments, banking, expenses, payroll, and cap table all flow into one system.
How quickly can you take over our books?
You can be live on ClariFi within 48 hours of signing up. Full book migration — including reconciliation, chart of accounts cleanup, and KPI setup — typically takes under a week.
Ready to Get Your Books Right?
Book a call and your finance team will be live within 48 hours. 45-day free trial · No credit card needed · No contracts.
