Ledgerive Bookkeeping and Taxes

Empowering Startups with Strategic Financial Leadership

From Ideation to Exit, Ledgerive Offers Fractional CFO Services,

Financial Planning, and Data-Driven Insights Tailored for Startups.

Trusted by hundreds of thriving startups, including:

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.

We were born out of a tech-focused venture fund, and we have a deep expertise in SaaS accounting.

We have a deep expertise in eCommerce, DTC & CPG finance, from bookkeeping to inventory management to LTV/CAC analysis and more.

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.

We were born out of a tech-focused venture fund, and we have a deep expertise in AI & SaaS accounting.

The best agencies rely on Graphite for bookkeeping, client invoicing, project profit analysis & more.

We’ve supported many growing Biotech startups, fully managing their financial operations.

We fully manage your bookkeeping, financial statements, tax filings and more!

We work with startups of all shapes, sizes and funding levels. From bookkeeping to tax to CFO and more.

Best Services We Can
Offer For You!

Fractional CFO

Comprehensive strategic support, covering everything from cash flow and fundraising to scenario planning and beyond.

Bookkeeping & Month End Close

Always-on, fully managed support. Leave your startup accounting worries behind.

Tax Filings & Credits

Seamless in-house tax compliance and filing support, fully managed for your peace of mind.

Tech Stack Setup

We'll assist you in establishing a scalable startup accounting tech stack.

Financial Modeling & Planning

We handle all your financial planning and modeling, allowing you to concentrate on growth.

Fundraising Support

With our CFO and FP&A support, we empower founders to excel in fundraising.

Startups That Have Thrived with Ledgerive

– Jane Doe

Founder of TechNova

Ledgerive’s strategic financial guidance helped us secure Series A funding. Their expertise in financial modeling is unparalleled.

– John Smith

CEO of GreenFlow

Thanks to Ledgerive’s dashboards, we’ve optimized our cash flow and scaled operations seamlessly

The Next Generation of Startup Accounting

What Other Forms Provides

What We Provides

FAQs

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.

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.

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 Ledgerive 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.

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.

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.

Knowledge to Empower Startup Teams

BLOG

5 Financial Metrics Every Startup Should Track

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How Fractional CFOs Help Startups Scale Faster

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Secrets to Raising Funds Without Financial Stress

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Our Executive Team

Our team comprises CFOs, accountants, investors, and entrepreneurs with extensive expertise in startup finance, accounting, and tax.

Sean Bies

Founder, CEO
Former venture capitalist at ff Venture Capital, with investments in Plated and Distil Networks.

Michael Smith

COO
Over a decade and a half of accounting and operations experience, in both public accounting and startup ecosystems.

Donny Tyra

Chief Strategy Officer
Previously Founder & CEO of CPM Advisory, CFO at Advizr, and an investor in early-stage startups.

Josh Leider

Head of Growth
Ex-Co-Founder & CMO at MeditationWorks and TempoRun

Adam Smith

Head of Customer Success
With 20+ years in operations and finance, I’ve worked with fast-growing companies and been part of five successful M&As.

Locations: WY HQ / Clients around the world

With team members across the country and clients worldwide, we cast a wide net.

Reach Out to Us

The smartest move you’ll make for your business this week. Drop us a message below.

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