Start-Up Advisory Services
Launch with confidence. We help founders set up clean accounting, model the business, and get funding‑ready—so you can focus on building products, customers, and traction.
What we do:
- Entity selection and setup
- LLC/S‑corp/C‑corp considerations, founder equity, and tax elections
- Financial modeling and forecasts
- 12–24 month operating plan, cash runway, unit economics, hiring plan
- Funding readiness
- Data room checklist, KPI deck, lender/investor packages, grant support
- Due diligence support
- Clean financials, tax compliance review, cap table and option planning
- Day‑one accounting stack
- QuickBooks Online setup, chart of accounts, AP/AR workflows, payroll, expense cards
- Advisory and cadence
- Monthly close and reporting (CAS), KPI reviews, and fractional CFO as you scale
Deliverables you'll receive:
- 12–24 month financial model with scenarios and runway analysis
- Accounting system configured for your business (QBO + apps)
- KPI snapshot and reporting pack template for investors/board
- Compliance calendar (taxes, payroll, 1099s, sales/use tax if applicable)
- Data room checklist for diligence
When this is a fit:
- Pre‑revenue and early‑revenue companies needing a clean foundation
- Founders preparing for grants, loans, angels, or seed funding
- Teams moving from spreadsheets to a real accounting system
Engagement options:
- Startup Launch Package: entity/tax setup, QBO stack, initial budget/forecast
- CAS for Startups: monthly close, reporting, KPIs, and guidance
- Fractional CFO: pricing, cash strategy, investor/lender support
Coordination:
- We handle finance, accounting, and tax; your attorney handles corporate documents. We collaborate closely to keep everything aligned.
Ready to launch with clean books, a real plan, and investor‑ready reporting? Contact us or book a quick consult to discuss Start‑Up Advisory.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
