CPA firm for venture-backed startups
Cap table cleanup, R&D credit filings, 409A valuations, and Series A books that survive due diligence at 2 a.m. the night before close. We speak GAAP and startup in the same sentence.
Audit defense
$0
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
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
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
We document your engineering work, map it to qualifying research activities, and file federal and state R&D claims that hold up under review — most clients recover six figures they didn’t know they were owed.
Explore service →Independent common-stock valuations your board can approve and the IRS will respect — delivered in 72 hours with full workpapers, so option grants never stall a hiring sprint.
Explore service →Every SAFE, option grant, and exercised share traced back to its paperwork and reconciled to the penny — so your next round’s lawyers find a ledger, not a mystery.
Explore service →Full-charge monthly close — categorization, reconciliations, accruals, and a founder-readable report by the 5th — so you always know your burn, runway, and margins.
Explore service →Notice response within 24 hours, evidence assembled before deadlines, and representation through resolution — the reason our clients have paid $0 in penalties across 340+ audits.
Explore service →Remote payroll triggered obligations in three states you’ve never visited. We map your nexus footprint, register you everywhere required, and keep every filing current.
Explore service →Who we serve
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)
You’re the accidental finance person. The books live in a spreadsheet 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 — Stockform (Series A, $8.1M raised)
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
Three questions. We match you to the right service and follow up within 4 hours.
This helps us match you to the right services and pricing.
Pick one — we’ll confirm the rest on the intro call.
A CPA — not a salesperson — replies within 4 business hours.
Thanks — a CPA from Northgate Filing Group will reply within 4 business hours with your matched service and next steps.
$187M in R&D credits claimed. Your startup might be leaving money on the table.