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Start-up Advisory Service

CFO, Accounting & Tax Services Built for Innovators

The commitment of your startup is conveyed to potential investors through the quality of your financials and the credibility of your service providers.

We’ve created a cost-effective method for startups to ‘start clean’ with a sound accounting and financial reporting infrastructure from the outset. For over 40 years, DFP Partners has managed tax compliance and advised growth stage businesses through research and planning, tax preparation, and representation with regulatory authorities.

DFP Partners understands the unique challenges faced by entrepreneurs in the early stages of development. Our capital raise consulting can help you build and perfect your presentation to potential investors. At the same time, our accounting and compliance teams are there to lend support. DFP Partners will handle everything from serving as a sounding board, to offering more prescriptive recommendations around your pitch book, customer acquisition strategy, payroll setup, employee benefit plans, or anything in between.

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With DFP Partners’ Start- up Advisory Service you can:

Set the Right Foundation

DFP Partners gives you access to experienced consultants who have helped many early-stage companies navigate the challenges of getting a new business off the ground.

Be Prepared

DFP Partners’ capital consulting, accounting, and compliance teams will ensure you have everything you need in place to start your business with confidence.

Advice As You Need It

Whenever you have a question DFP Partners’ experts are only a phone call away. We don’t charge by the hour so you don’t need to be shy about asking for our time.

DFP Partners offers a range of services to our start-up clients.

Outsourced CFO Services:

  • Perform startup management
  • Strategic financial planning
  • Make cost reduction improvements
  • Negotiate contracts
  • Manage banking relationships
  • Risk assessment & advising
  • Taxation & audit facilitation

Accounting & Bookkeeping:

  • Establish books and records
  • Prep monthly financial statements
  • Manage accounts payable/receivable
  • Facilitate your company payroll
  • Reconcile company bank accounts
  • Facilitate budget preparations
  • Manage your cash projections
Looking for more details?
Accounting Services Brochure