The #1 Team Startups Rely On For Accounting & CFO
Clean Books. Strategic Guidance. Industry Specific. Born out of a VC fund, we are the startup accounting firm most founders & operators rely on for quality bookkeeping, Fractional CFO & tax.
Trusted by hundreds of growing startups, including:
A Finance Department as a Service For Startups
We deeply understand the needs and nuances of growing startups and small businesses. Since 2016, we’ve provided hundreds of growing companies a dedicated team of experienced startup accountants and CFOs who serve as their complete or supporting in-house accounting & finance department. We are your one-stop-shop for all things outsourced accounting, finance and tax.
Startup Accounting Services
Fully managed startup accounting & bookkeeping, handled by industry specific Accountants, Controllers & CFOs who understand your business.
Financial Modeling & CFO
Our Fractional CFOs & startup accountants help you develop financial models, understand unit economics, fundraise, & execute long-term strategic plans.
Tax & Compliance
All of your startup’s tax compliance & filings, fully managed by us. We handle it all: corporate tax filings, sales tax, R&D credits and more.
🔥 Startup Program: Special pricing for early-stage startups. Apply →
Case Studies With Hundreds of Startups
SaaS Startup
Andres Fabris
Founder & CEO
“I feel like I’ve got a resident expert from the SaaS world advising us. Graphite’s team always had a great expert response because this was probably the hundredth time they were dealing with any particular scenario.”
CPG Startup
Jordan Nathan
Founder & CEO
“Having a partner like Graphite, where you don’t have to think about the back-end accounting and can trust that it’s being done well and correctly, is really important for any early-stage startup.”
Industry specific CFOs & startup accountants that help you scale
We are your partner from seed through exit. From startup accounting & bookkeeping to financial modeling to tax filings and more, we are your full finance department. Because of our roots in VC, we understand the needs and nuances of growing startups.
SaaS & Tech
We were born out of a tech-focused venture fund, and we have a deep expertise in SaaS accounting.
CPG & eComm
We have a deep expertise in eCommerce, DTC & CPG finance, from bookkeeping to inventory management to LTV/CAC analysis and more.
HealthTech & Healthcare
We specialize in helping growing HealthTech and Healthcare startups with their financial operations. Our team specializes in MSO/PC models, complex bookkeeping, HIPAA rules, multiple payers for services, and more.
AI Startups
We were born out of a tech-focused venture fund, and we have a deep expertise in AI & SaaS accounting.
Agencies
The best agencies rely on Graphite for bookkeeping, client invoicing, project profit analysis & more.
Biotech
We’ve supported many growing Biotech startups, fully managing their financial operations.
Small & Growing Businesses
We fully manage your bookkeeping, financial statements, tax filings and more!
Other Startups
We work with startups of all shapes, sizes and funding levels. From bookkeeping to tax to CFO and more.
🔥 Startup Program: Special pricing for early-stage & growth startups. Apply →
Our Services
Fractional CFO
Full strategic support, from cash flow to fundraising to scenario planning and more.
Bookkeeping & Month End Close
Fully managed, always on support. Never worry about startup accounting again.
Tax Filings & Credits
Fully managed in-house tax compliance and filing support.
Tech Stack Setup
We will help you set up a startup accounting tech stack that is built to scale.
Financial Modeling & Planning
We fully manage your financial planning and modeling, so you can focus on growth.
Fundraising Support
Through our CFO and FP&A support, we help founders knock fundraising out of the park.
The New Wave of Startup Accounting
Other Firms
Hourly pricing, large random bills
Six months to get up to speed
One accountant on many accounts
Firm only handles bookkeeping
Use whatever tools you use today
Fixed monthly pricing given up front
Dedicated onboarding team for speed
Modern tech stacks and software
FAQs
Why do most growing startups work with Graphite?
The main reasons startups choose to work with us are:
Our track record: We’ve helped countless startups grow from a few team members to hundreds of employees, and for many, we've scaled with them through their exits.
In-House Feel: With other firms, you’ll likely get a team from a service center that is working with 15 or 20 clients at a time. We are the opposite side of the spectrum. We are your long-term partner, and the US-based team we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your business, and feel like an in-house team.
Scalability: Hopping from accounting firm to accounting firm as you scale is not fun. That’s why startups prefer Graphite. We are a one-stop-shop. We handle everything (bookkeeping, operational accounting, CFO, FP&A, tax, etc.) and have yet to meet our match in terms of scale.
Robust Reporting: The clients that work with us receive some of the most insightful business reporting in the industry. Here is an example of our financial health dashboard that we set up for our clients. We help our operators keep a tight understanding of unit economics, growth and capital needs.
Top Talent: Our team members have worked with hundreds of startups, and have a wealth of knowledge about your specific industry.
For a quick quote, click here.
How much does it cost?
Our pricing structure is really simple and extremely fair...it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.
Our engagements start at $1,250/mo and grow from there based on a startups goals and needs.
For a quick quote, click here.
How do you handle the transition from our current firm to Graphite?
Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.
Who will be my point of contact?
Every client we work with is assigned a dedicated team, usually consisting of two to four team members. Of those team members, we will define a main point of contact. We love Slack, so if you use it, we can create a Slack instance and communicate there. We also will create an email alias so you can simply email one email address that will go to your entire Graphite team.
What is communication cadence like?
We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.
Do you provide tax filings as a stand alone service?
We do, yes! And we can quickly get you pricing. For a quick quote, click here.
When is the best time to start working with an accounting/finance firm like Graphite?
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. There are always inflection points (for example a company raising money and investors needing them to provide clean financials, or a bank requiring GAAP compliant financials in order to provide a loan) where you don’t want to be scrambling to get those things together.
Yes, you need to have some sort of cash flow (investment dollars, working capital or revenue) to pay for a service like ours, but the earlier you do so, the more money you will save in the long run and the cleaner your books will be in order to fundraise and progress your business.
What does your financial modeling and FP&A service include?
Our financial planning & analysis (FP&A) support, aka Tier 2 in our service tiers, is a fully managed and always on FP&A service. On top of bookkeeping, we also handle building you a financial model and a financial health dashboard (demo here), and updating/maintaining that dashboard over time so we can provide you with full financial insights around your business.
We can also offer you a Fractional CFO to help with things like fundraising, M&A, and driving strategic initiatives.
Contact us here to speak with one of our CFOs.
What stage company is the best fit for Graphite?
Graphite works (and scales) with startups anywhere from a few founders working on their idea all the way to a growing startup with 100s of employees. We have yet to meet our match in terms of a company too large!
Our sweet spot is well capitalized startups who have found product market fit.
How does your pricing compare to a full-time person?
For most startups, you don’t need 40 hrs/wk of work from an internal finance hire or team, especially when you first hire them. Fractional work, like Graphite, provides a much more efficient approach, as you are only paying for the exact effort you need at that moment in time. You also don’t pay us for benefits, downtime or vacations, so our cost tends to be much more efficient than hiring an internal team member.
Where is your team based?
Our hubs are in New York and Florida, but our team is fully remote across the US working in all time zones.
Do you handle sales tax?
Yes, we do handle sales tax! And we can quickly get you pricing. For a quick quote, click here.
How long do clients work with Graphite on average?
Most companies work with Graphite for long periods of time, as our service is extremely scalable and cost-efficient. There are “bandaid” accounting services that are more so quick fixes for short periods of time, and then there is Graphite...one of the few long term partners. Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.
What are your security protocols?
We have an internal security team and take data security very seriously.
Do you help companies set up their software and tech stack?
Yes! We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients. We have standard tools that we prefer and will recommend, but we can also mold to softwares you are using and prefer as well.
Resources To Empower Startup Teams
RESOURCES
Our financial model templates are used by hundreds of successful founders.
We’ve designed month-end close processes for some of the best startups in the game.
Our chart of accounts examples & templates for SaaS, eComm, and more!
BLOG
Our Leadership
We are a team of CFOs, Accountants, Investors & Entrepreneurs with a vast understanding of startup finance, accounting & tax.
Jocelyn Wilson
COO
15+ years of accounting & operations experience in both public accounting & private startups
Chris Mossa
Chief Strategy Officer
Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups
Benjamin Friedman
Head of Customer Success
20+ years’ ops & finance experience with fast-growing companies, including five successful M&As
Sean Bies
Managing Director, Client Services
Experienced Controller working with eCommerce startups and fortune 500 companies
Sam Patel
Managing Director, Client Services
Accomplished Controller, 15+ years accounting experience
Heather Stein
Managing Director, Finance
20+ year accounting & finance experience providing business insight in growth environments
Get In Touch
The best decision you’ll make for your business all week. Send us a message below OR schedule an intro call HERE.
Or email us at hello@graphitefinancial.com
Locations: NYC HQ / Clients around the world
With team members across the country and clients worldwide, we cast a wide net.
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