Startup accounting software for CPA firms with funded clients

Funded startups need the books closed by the same point every month so the investor update goes out on time. Your firm console shows each company’s month-end close status and items waiting for review, making it easy to see which portfolio company is holding up the batch.

AI categorisation handles the steady flow of payroll provider debits, software subscriptions and travel, and bank reconciliation keeps operating and treasury accounts tied out. Your reviewers focus on the entries that move runway, such as large vendor commitments or an unexpected refund.

• Close on a predictable monthly schedule
• Reconcile operating and treasury accounts
• Flag large commitments for founder review
• Deliver investor packs on your templates

A company might start as one entity and add a foreign subsidiary or an IP holding company after a raise. Higher HelloBooks plans support multi-entity books, so each company keeps its own ledger while your team reviews them together. Your firm remains responsible for consolidation, equity accounting, stock compensation treatment and tax positions.

Funded teams often have a fractional controller, a head of operations and a board observer asking for numbers. Clients can invite those people to sign in to your branded app, and your firm adds unlimited staff with no per-seat charges.

Each startup stays on a published HelloBooks plan, and your firm gets a firm discount on every client plan. HelloBooks bills only the firm. You price your startup service yourself, whether that is a monthly close fee or a package that includes investor reporting and audit preparation support.

Your firm owns the client data and can export it for auditors, acquirers or a successor finance team when the company hires its own controller. Founding firms are being accepted now, a good fit for practices built around venture-funded companies.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.