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Brand
Brand
Case Study Image
Case Study Image
Case Study Image

Accounting Infrastructure

Startup financial structure setup

Establishing a solid financial foundation with clear budgeting and funding strategies to support sustainable growth from day one.

Client Logo

Client

Fintech Startup

Client

Fintech Startup

Client

Fintech Startup

Company Size

10+ employees stage

Company Size

10+ employees stage

Company Size

10+ employees stage

Regions Covered

Headquartered in one metro city

Regions Covered

Headquartered in one metro city

Regions Covered

Headquartered in one metro city

Services provided

Chart of Accounts Design

Services provided

Chart of Accounts Design

Services provided

Chart of Accounts Design

A newly launched fintech startup was preparing for its first round of external funding. With no formal financial systems in place, the founders lacked the structure needed to manage growth, track performance, or communicate effectively with investors. We were brought in to design and implement a complete financial setup—from systems and processes to reporting tools.

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Challenges

Operating without a proper financial foundation, the startup was at risk of non-compliance, investor rejection, and inefficient cash management. Without organized books or accurate forecasts, leadership couldn’t make informed decisions or confidently approach investors.

  • Difficulty tracking burn rate and runway

  • Lack of budgeting or forecasting process

  • No payroll or contractor payment infrastructure

  • Investor queries were delayed due to lack of clean data

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Solutions

We implemented a startup-specific financial architecture tailored for early-stage growth. Our solution included both technical setup and strategic planning to support ongoing scalability and funding success.

  • Built a 12-month budget and cash flow forecast

  • Implemented a burn rate tracker and investor reporting templates

  • Established monthly reporting routines

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Results

Within weeks, the startup gained full control over its financials, enabling better decision-making, investor confidence, and scalable operations. The founders successfully closed their seed round, supported by clear financial documentation and a sustainable budgeting process.

100%

Investor Report

100%

Investor Report

100%

Investor Report

50K

Full Forecasting Model

50K

Full Forecasting Model

50K

Full Forecasting Model

10$

Zero Compliance Issues

10$

Zero Compliance Issues

10$

Zero Compliance Issues

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Co-Founder & CEO

We knew how to build the product, but had no clue how to set up our finances. They gave us a complete system and peace of mind. Thanks to their work, we closed our round with confidence and clarity.

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Co-Founder & CEO

We knew how to build the product, but had no clue how to set up our finances. They gave us a complete system and peace of mind. Thanks to their work, we closed our round with confidence and clarity.

Avatar Image

Co-Founder & CEO

We knew how to build the product, but had no clue how to set up our finances. They gave us a complete system and peace of mind. Thanks to their work, we closed our round with confidence and clarity.

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