Tech Startups
You're focused on building the product. Someone needs to focus on the books.
You're Building, Not Bookkeeping
Every hour goes to the product. Or sales calls. Or fundraising. Or hiring. Or putting out some fire that didn’t exist yesterday. The financial stuff gets pushed to later because it’s never the most urgent thing on the list.
Then later shows up all at once. An investor wants to see three years of financials. You’re applying for a line of credit and the bank needs a balance sheet. The IRS sends a notice about quarterly estimates you never set up. The bookkeeping you kept putting off is now the thing holding everything else up.
We work with tech startups in the Tampa Bay area to keep the books clean and current so that when those moments arrive, you’re ready instead of scrambling.
Cash Is the Whole Game
Revenue might be growing 20% month over month. That sounds great on a slide deck. But if you’re spending $80,000 a month and collecting $30,000, you have a runway problem. And if you don’t know your exact burn rate, you can’t plan around it. You’re just hoping the money lasts long enough.
SaaS and subscription revenue adds another layer. An annual contract paid upfront is not twelve months of income in January. It’s deferred revenue that gets recognized over time. Monthly subscriptions need proper tracking. If your books treat every deposit as revenue the moment it lands, your P&L is telling you a story that isn’t true.
Burn Rate and Runway
Burn Rate and Runway
We calculate your actual monthly cash burn and how many months of runway you have left. This updates every single month as your spending and revenue shift. No guessing, no napkin math. Real numbers you can plan around.
Revenue Recognition
Revenue Recognition
For SaaS and subscription models, we handle deferred revenue properly so your financial statements reflect what’s actually happening. This matters for your own decision-making and for anyone reviewing your books during due diligence.
The Problems That Pile Up
Tech startups love contractors. Freelance developers, offshore teams, designers, marketing help. It keeps things flexible and avoids the commitment of full-time hires. But the IRS has very specific rules about who qualifies as an independent contractor versus an employee. Paying someone through Upwork or sending them a Venmo is not a classification strategy. Get it wrong and you’re looking at back taxes, penalties, and interest.
Then there’s entity structure. A lot of founders file as a single-member LLC because it was the easiest thing to set up on day one. But if you’re raising venture capital down the road, investors typically require a C-Corp. If you’re bootstrapping and profitable, an S-Corp election could save you thousands in self-employment tax every year. The right answer depends entirely on where you’re headed and how the business is making money today.
Contractor Classification
Contractor Classification
We make sure your contractors are properly documented with W-9s on file and that the working relationship actually supports independent contractor status. When January arrives, the 1099s go out clean and on time.
Entity and Tax Structure
Entity and Tax Structure
LLC, S-Corp, C-Corp. Each one has different tax consequences and fundraising implications. We walk you through what makes sense now and what might need to change as the business grows or takes on outside money.
What Clean Books Get You
When your financials are organized and up to date, things move faster. A potential investor asks for your P&L and balance sheet and you send them that afternoon. A grant application needs financial statements and they’re already done. You sit down to plan next quarter’s hiring and you know exactly what you can afford because the numbers are right there.
You also stop leaving money on the table every April. Equipment depreciation, software subscriptions, home office deductions where applicable, and proper entity structuring all add up. A few thousand dollars saved in taxes is meaningful money for an early-stage company trying to stretch every dollar.
Fundraising and Due Diligence
Fundraising and Due Diligence
Clean books make fundraising smoother. Investors and lenders want organized financials with clear categories, proper revenue recognition, and no surprises. Scrambling to produce them last minute is not the impression you want to make.
Financial Clarity Every Month
Financial Clarity Every Month
Monthly closes, accurate reporting, and real visibility into where the money goes. You stop guessing at margins and start making decisions based on what’s actually happening. That’s the difference between growing with a plan and growing with your fingers crossed.
Tampa Bay's Small Business CPA Firm
First Step:
A Short Conversation
Tell us about your business and where you need support. We'll walk through your situation, answer your questions, and give you a clear quote.
