Monthly CFO services
A clear view of the numbers. Each month we prepare investor packages, track key metrics, lead forecast and budget meetings, and set up your finance process.
CPAs for Startups
CFO and controller support for venture-backed startups
A remote advisory firm for early-stage, venture-backed startups. Books, reports, investor packages, and accounting tools.
Founded 2018 · Advisori Finance, Inc.
Startups from Y Combinator, 500 Startups and Plug and Play have trusted us
01 Who it’s for
Built for venture-backed startups
Founded in 2018, Advisori Finance, Inc. helps startups with finance and accounting. Building a venture-backed company? You’re in the right place.
02 Services
What we can do for you
CFO and controller support, investor and fundraising packages, advice, and help with your accounting software.
Monthly financial controller services
Stay on top of accounting and tax deadlines. We set up your accounting system, design the process, and prepare financial reports.
QuickBooks Online setup
Built from scratch: chart of accounts, lists, inventory, and financial statements, with the right apps connected.
QuickBooks review and hourly consulting
We review your past books and tell you what we’d fix. Or hire us by the hour for CFO or controller consulting and training.
Works with QuickBooks Online Xero Stripe PayPal Bill.com Gusto Expensify
03 How we work
A simple way to get started
To start
- 01
Free consultation
Tell us about your startup and the problems you want to solve.
- 02
Business proposal
We’ll send a proposal tailored to your needs.
- 03
Engagement letter
If it looks good, we sign and get to work.
Work together
- 04
Weekly or monthly deliverables
We agree on a clear plan and a clear price, then deliver.
- 05
Implementation plans
We walk you through the changes that will improve your numbers, and want your feedback along the way.
- 06
Financial reviews
We review your financials with you regularly and show you how to keep them current.
04 Pricing
Starting ranges
We’ll confirm fees in the free consultation and proposal, based on what you need.
Monthly CFO services
Investor packages, metrics tracking, monthly finance meetings, and finance-process setup.
$4,000–$9,500/ month
Monthly financial controller services
Accounting system setup, process design, help with tax deadlines, and financial reports.
$650–$5,000/ month
QuickBooks Online setup
Chart of accounts, lists, inventory, statements, and app integrations.
$650fixed fee
QuickBooks review
A review of your past books, with recommendations, so you know whether things have been done right.
$150/ month of historical data
Hourly consulting and training
On-demand help from CFOs and financial controllers when you need a focused answer.
$250–$350/ hour
05 About
Who you’ll work with
We’re CPAs and MBAs who’ve worked at Amazon. We care about helping founders solve problems and grow.
Our CFOs and financial controllers focus on accounting, finance, and technology. The goal is simple: more accurate numbers, less wasted time. We handle startup finance and accounting in one place.
06 Our approach
Technology and industry experience
Modern accounting tools and automation save time and improve accuracy. We analyze your data, make clear recommendations, and bring years of big-company experience, so you can start on solid footing.
07 What our clients say
A few words from founders
“Advisori Finance provided critical advice that prepared us for fundraising.”
Cameron Desautels, Founder, CollBox
“Incredibly efficient, knowledgeable, and critical resource in proving high quality support. Wish we could hire them full time!”
Ham Serunjogi, Founder, Chipper Cash
08 Resources
A free guide for founders
The Complete Guide to Startup Accounting and Finance. A practical walk-through of entity choice, bookkeeping, tax deadlines, fundraising, and more.
09 Let’s chat
Tell us about your startup
Tell us what’s going on and we’ll put together a proposal for the problems you want to solve.