LogoLedger
CPA Firm for Venture-Backed Startups

Your startup
moves at 4x.
Your books
should too.

Cap table cleanup. R&D credit filings. 409A valuations. Series A books that survive due diligence at 2 a.m. the night before close. We speak GAAP and startup in the same sentence.

409A ValuationsR&D Tax CreditsCap Table CleanupSeries A PrepMonthly Books
Since 2019
$0M
in R&D credits claimed
340+Audits — zero penalties
72hr409A turnaround SLA
14dPre-Series B cleanup
Audit Defense
$0

penalties across 340+ audits.

Zero tolerance for error. Every filing reviewed twice.

Our audit defense rate is 100% across federal and state engagements. We file conservatively, document aggressively, and respond to every IRS notice within 24 hours. When the government knocks, we answer.

409A Valuations
72hr

409A valuation turnaround.

Board meeting Monday. Valuation delivered Friday.

Most CPA firms quote 3–6 weeks on a 409A. We deliver in 72 hours because we know your option grants can't wait for a bureaucratic queue. Our methodology is IRS-defensible, board-ready, and built for Series A velocity.

Due Diligence Prep
14d

Pre-Series B books cleaned.

From shoebox receipts to GAAP-clean in two weeks.

We've inherited books from 40+ startups mid-fundraise. Misclassified expenses, missing accruals, broken cap tables. We fix it all — fast — so your data room doesn't become a red flag. Fourteen days average. Guaranteed.

What We Do

Every service your
cap table demands.

R&D Tax Credit Filing
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We document qualifying activities, compute the credit under both regular and ASC methods, and file a bulletproof 6765. Startups leave $340K on average unclaimed. Not yours.

409A Valuations
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Option grants without a current 409A expose your employees to 409A penalty tax — 20% plus interest. We eliminate that risk with defensible valuations delivered fast enough for your hiring velocity.

Cap Table Reconciliation
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Mismatched SAFEs, unconverted notes, missing option agreements — we reconcile everything against your corporate records and build a cap table your lawyers and investors can trust.

Monthly Bookkeeping
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Accrual-basis accounting, revenue recognition, deferred revenue — done right from day one. Monthly P&L, balance sheet, and cash flow delivered by the 5th so you can run your board meeting with real numbers.

Audit Prep & Defense
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When the IRS selects you for examination, we manage the entire process — documentation, correspondence, appeals. Our response rate is 100%. Our penalty rate is zero.

Nexus & Sales Tax
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Post-seed expansion triggers economic nexus in states you haven't thought about yet. We register, file, and keep you clean across every jurisdiction where you're selling.

Who We Serve

Built for the people
closest to the numbers.

Technical Founder

Drowning in 409A valuations between sprints.

You built the product. Now you're getting option grant requests, an acquisition inquiry, and a nexus notice from California — all in the same week.

We handle every equity event, filing, and compliance trigger so you stay in the codebase, not the spreadsheet.

"They had our 409A done before I finished the sprint review."

Arlo Chen, CTO — Meridian Labs (seed, $2.4M raised)

Ops Lead, Post-Seed

First nexus notice. Payroll in three states. No CFO.

You're the accidental finance person. The books are in QuickBooks but nothing reconciles, the R&D credit has never been filed, and your Series A process starts in 60 days.

We come in, clean the books, file the credits, register in every state, and hand you a data room that passes diligence.

"They turned a data room disaster into a clean close in 3 weeks."

Priya Nair, Head of Ops — Stackform (Series A, $8.1M raised)

Fractional CFO

Three portfolios. One CPA that speaks startup.

You're covering three companies simultaneously. You need a CPA partner who understands SAFE notes, ASC 606, and why the 83(b) election deadline is not optional.

We integrate as your back-office accounting team — GAAP-compliant, responsive, and fluent in every instrument your founders have ever signed.

"Finally a CPA who doesn't need me to explain what a SAFE note is."

Marcus Webb, Fractional CFO — 3 portfolio companies

Get Started

Get Your Books
Audit-Ready.

Three questions. We match you to the right service and follow up within 4 hours.

Step 1 of 3

What stage is your company?

This helps us match you to the right services and pricing.

$187M in R&D credits claimed. Your startup might be leaving money on the table.