Startup accounting & advisory for California founders.

From incorporation to investor reporting, we provide comprehensive accounting and CFO advisory services tailored for startups in California. Whether you're navigating your first funding round or scaling operations, our expertise ensures your financial foundation supports your growth ambitions.

"Sugam is equipped with tremendous amount of knowledge when it comes to taxes and legal documents. We used his services to open up a LLC and he shared alot of insights on how it all works and our LLC was pretty complex since it consisted of other corporations. He was very responsive and got our LLC created pretty fast."

– Puspak Patel

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Strategic financial support at every stage.

We understand the unique challenges startups face. Our services are designed to provide the financial insights and compliance support necessary to make informed decisions and attract investors.

Entity Formation Guidance

Choose the optimal business structure and navigate California's incorporation process with confidence.

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Equity & Fundraising Support

Manage SAFE notes, convertible instruments, and cap tables to prepare for successful funding rounds.

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Fractional CFO Services

Access strategic financial planning and analysis to drive your startup's growth and scalability.

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Entity Setup

Start strong. Stay smart.

Choose the right legal structure, get properly registered, and set up your operating agreements and EINs—all with CPA-backed guidance built around long-term tax and growth strategy.
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Convertible & SAFE Notes

From note to equity, we’ve got you.

Understand, structure, and track your early-stage funding documents. We guide you through what converts, when, and how it impacts your books and cap table.
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Sweat Equity & Equity Compensation

Equity isn’t just a perk—it’s a plan.

From founder splits to employee stock options, we help you document and account for equity with clarity—so you stay compliant and investor-ready.

Business Valuation & Exit Planning

Know your number before the negotiation.

We offer CPA-reviewed valuations and scenario modeling to help you plan an exit, raise funding, or just understand your company’s current value.
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Tailored to the way you build.

Where strategic support meets early-stage speed.

This service is designed for founders and startup teams—from idea to Series A—who need more than just compliance. Whether you’re setting up a new business, managing equity, or preparing for your first investor meeting, we provide the clarity and structure to move forward with confidence.
  • Pre-Seed & Seed-Stage Startups
    Establish a solid financial foundation from the outset

  • Series A & Beyond
    Scale your financial operations in line with your growth trajectory

  • Founders Navigating Equity Compensation
    Ensure compliance and clarity in employee equity plans

Startup Accounting & Advisory FAQ

What founders want to know.

  • Why is specialized accounting important for startups?

    Startups have unique financial needs, including managing investor funds, equity compensation, and rapid growth. Specialized accounting ensures compliance and strategic financial planning.

  • How can a fractional CFO benefit my startup?

    A fractional CFO provides strategic financial insights, helping with budgeting, forecasting, and preparing for funding rounds without the cost of a full-time executive.

  • What should I consider when incorporating in California?

    Consider factors like business structure, tax implications, and compliance requirements. Our team guides you through the process to ensure optimal setup.

  • How do you handle equity instruments like SAFE notes?

    We provide comprehensive support in managing and accounting for equity instruments, ensuring accurate cap table management and compliance with financial reporting standards.

  • Can you assist with multi-state compliance as we expand?

    Yes, we help navigate the complexities of multi-state operations, ensuring compliance with varying tax laws and regulations.