Startup and Small Business Services in Orange County, CA
Specialized financial support for startups and small businesses ready to scale.
Startups and young businesses face unique financial challenges that require specialized support. For entrepreneurs in Newport Beach and Orange County, having the right financial foundation from the start saves time, money, and headaches as you grow.
Many startups struggle with the basics: proper entity setup, clean books, financial projections investors will take seriously. Others waste resources on expensive solutions they do not yet need. Our startup and small business services provide appropriate support for your stage, helping you build the financial infrastructure to support growth.
What Our Startup Services Include
We provide financial support tailored to early stage companies and growing small businesses.
- Entity structure selection and setup guidance
- Accounting system setup and initial configuration
- Bookkeeping services scaled to your transaction volume
- Financial statement preparation for investors and lenders
- Cash flow management and runway monitoring
- Burn rate analysis and scenario planning
- Financial model development for fundraising
- Pitch deck financial sections and investor materials
- Cap table management and option tracking
- Board meeting preparation and financial reporting
How We Support Startups
Our approach grows with you, providing the right level of support for each stage.
Foundation Setup
We help establish proper entity structure, set up accounting systems correctly from the start, and implement processes appropriate for your current scale.
Ongoing Operations
We handle bookkeeping, provide financial statements, and ensure you always know where you stand. Monthly reviews keep you informed without overwhelming you.
Growth Support
As you hire, raise capital, or scale operations, we add capabilities and sophistication to match. Your financial support grows with your needs.
Strategic Guidance
Beyond transaction processing, we provide strategic input on pricing, unit economics, growth planning, and other decisions that shape your trajectory.
Startups and Small Businesses We Serve
We work with early stage companies across industries.
Pre Revenue Startups
Even before revenue, you need clean books, proper entity structure, and financial projections. We help you build credibility with future investors.
Bootstrapped Companies
Self funded businesses need efficient financial management without overhead. We provide professional support at startup friendly pricing.
Funded Startups
Investor expectations require accurate reporting, proper controls, and financial professionalism. We help you meet these requirements without premature full time hires.
Small Businesses Scaling
As you grow past startup stage, financial needs evolve. We help you professionalize operations while maintaining the agility that got you here.
Why Choose Our Startup Services
Startups cannot afford financial chaos or expensive mistakes. But they also cannot afford the overhead of a full finance team. Our services provide professional financial support right sized for early stage companies.
We understand startup dynamics and investor expectations. We help you avoid common mistakes, present professionally to stakeholders, and build toward the financial capabilities you will need as you grow. And we are flexible as your needs change rapidly.
Startup Service Pricing
We structure pricing to work for early stage budgets.
Transaction Volume
Pre revenue companies have simpler books than growing businesses. Pricing scales with your activity level.
Service Scope
Basic bookkeeping costs less than comprehensive financial management with strategic support.
Growth Stage
Funded startups typically need more sophisticated support than bootstrapped companies, reflected in pricing.
Special Projects
Financial modeling for fundraising or other projects are typically priced separately from ongoing support.
Service Area Coverage
We provide startup and small business services throughout Orange County, including Newport Beach, Irvine, Costa Mesa, and the broader Southern California startup ecosystem.
Frequently Asked Questions About Startup and Small Business Services
Most startups expecting to raise venture capital should be C corps for investor preferences and equity compensation. Bootstrapped businesses and those expecting steady distributions often benefit from S corps or LLCs. We analyze your specific situation to recommend the right structure.
As you approach or begin fundraising, add employees, or grow past a few hundred thousand in revenue, you typically need more sophisticated financial support. We help you identify the right time to add capabilities.
Yes, we prepare financial materials for investor presentations, help you understand your metrics, and can attend meetings to address detailed financial questions.
We help with cap table management, 409A valuation coordination, and option grant tracking. Proper documentation from the start prevents problems as the cap table grows complex.
Most startups do well with QuickBooks Online for its ease of use and ecosystem of integrations. Companies with complex inventory or expecting rapid scale might consider NetSuite from the start. We help you choose appropriately.
Absolutely. Many of our startup clients evolve into full fractional CFO or controller relationships as they grow. Our service model is designed to scale with your business.
Get Started Today
Schedule your free consultation to discuss your startup and small business services needs.
Ready to Get Started With Startup and Small Business Services?
Schedule a free consultation to discuss how we can help your business with startup and small business services and other financial services.