Startup Financial Consulting

Starting a business is exciting—and a little overwhelming. You’ve got big ideas, but the money part? That’s where a lot of new founders get stuck.

Our Startup Financial Consulting service helps you build a strong financial foundation from day one. We’ll help you make smart decisions, avoid expensive mistakes, and understand your numbers without needing a finance degree.

Whether you’re pre-launch or in your first couple years, we’re here to help you grow with clarity and confidence.

Why Startups Struggle With Finances

Most startup founders aren’t accountants. You might be great at what you do, but setting up a chart of accounts, building a forecast, or managing cash flow? That’s a whole different skill set.

Without good financial support, it’s easy to:

• Burn through your budget too fast

• Underprice your product or service

• Miss important tax deadlines

• Overhire or overcommit

• Raise money without a real plan for how to use it

We help you slow down, plan smart, and build something that lasts.

What We Do

We guide you through the money side of starting and running your business. That includes:

• Setting up your books the right way (QuickBooks, chart of accounts, etc.)

• Creating budgets and cash flow plans

• Building financial models and forecasts

• Pricing strategy for early-stage products or services

• Planning for hiring, contractors, and payroll

• Helping you prepare for fundraising or investor questions

• Tracking KPIs and building simple reports

• Organizing your finances for taxes and compliance

You don’t need a full-time CFO. You just need someone to help you figure it out—and stay one step ahead.

Real Startup Help

We helped a Seattle-based founder go from napkin idea to $500K in revenue in under 18 months. We built their financial model, cleaned up their books after a messy DIY start, and prepped everything for their first investor meeting.

Another client in Portland was losing money on every sale without realizing it. We helped them dial in pricing, reduce shipping costs, and go from red to black in 60 days.

Who This Is For

Our startup consulting is great for:

• Founders launching their first business

• Bootstrapped teams looking to grow sustainably

• Pre-revenue startups who need a plan

• Funded startups getting ready to scale

• Founders who need help with the “money stuff”

Even if your business is just an idea, we’ll help you build the financial side from the ground up.

Tools We Work With

We use:

• QuickBooks Online or Xero

• Google Sheets or Excel for modeling

• Gusto or similar tools for payroll setup

• Stripe, Shopify, and other early-stage platforms

• Any other tools you’re already using (or we’ll help you pick some)

You don’t need a fancy tech stack—we’ll work with whatever you’ve got.

Local Help, National Support

We’re based in Seattle, support startups in Portland, Memphis, and across the U.S. Most of our work is done remotely, with Zoom check-ins, shared files, and real conversations—no buzzwords or lectures.

Let’s Build Something That Lasts

You’re putting in the work to start something real. Let’s make sure the money part holds up too.

We’ll help you plan, track, and grow your startup—without burning out or breaking your budget.

Flat-fee consulting. Real support. Built for founders like you.