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Who we serve · Pre-seed to Series A

Founder-grade accounting from formation to your first raise.

Delaware C-Corp or California LLC, 83(b) elections, SAFE notes on the balance sheet, R&D credits against payroll tax, and monthly financials investors will actually read.

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Sound familiar?

The problems we solve most often

  • Which entity and state for a company that will raise money
  • Delaware franchise tax surprise in March
  • Recording SAFEs, convertible notes and stock options correctly
  • Claiming the R&D payroll-tax credit (up to $500,000 a year)
TLR office, Santa Ana, California

Who we typically work with

  • SaaS and software
  • Hardware and consumer products
  • Marketplaces and fintech
  • Founders relocating to the US from abroad

Questions we hear most

Delaware C-Corp or LLC?

If you will raise from US venture investors, Delaware C-Corp. If you will bootstrap or raise from friends and family, an LLC or S-Corp usually saves tax. We model both.

Do you work with our lawyer?

Yes. We coordinate with your corporate counsel on formation documents and option grants; we do not provide legal services ourselves.

Talk to us this week.

A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.

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