Bookkeeping Subscriptions
Starter
Starting at
- Reconcile Quickbooks Online (5 hours per Month)
- Cash-Based Bookkeeping
- Quarterly Financial Statements delivered by 20th of the month following end of quarter
- Quarterly Video Review
- Annual Meeting
Seed
Starting at
- Reconcile Quickbooks Online
- Accrual Based Bookkeeping
- Monthly Call
- Customized Chart of Accounts
- Deferred Revenue Recognition
- A/P, A/R Tracking
- Inventory/COGS Reconciliation
- Financial Metrics
- Sales Tax Filings *
- Monthly Financials delivered by the 15th after month end
*up to one state included in sales tax
Series A & Beyond
Based On Your Needs
Custom Quote
(discount if billed annually)
- Reconcile Quickbooks Online
- Accrual Based Bookkeeping
- Monthly Calls and ongoing communication
- Customized Chart of Accounts
- Deferred Revenue Recognition
- A/P, A/R Tracking
- Inventory/COGS Reconciliation
- Board Financials and Metrics
- Sales Tax Filings
- Monthly Financials delivered based date requested
"We have been working with Shay CPA for a few years. The team is always very professional and gives clear advice, guidance, and insight. Their ability to understand the infrastructure of a highly technical start-up has been so helpful as we continue to grow and scale."
"Shay CPA is the very best accounting firm I've had the pleasure to work with. Akshay is on top of what's important, and he's also very tech savvy which makes working with him seamless and efficient!"
Additional Bookkeeping Services
Founding Year
In your startup’s founding year you may not have the income or expenses to warrant a full year or even quarterly accounting. But you’ll need to organize things for your taxes which is where end-of-year bookkeeping comes in.
- 10 Hours of year-end bookkeeping
- We’ll help you reconcile your founder stock purchases (83b elections),Â
- Record SAFE Notes and assist with Shareholder Loan reconciliations.Â
- Ensure that your Initial Year Startup Expenses follow Section 195 - IRS Guidelines.Â
- Give you a great foundation to keep your company’s finances organized and prepare you for tax time!Â
Quickbooks Setup
Starting at
$750
If you don’t already have a Quickbooks subscription or you do, but you don’t know where to start with it, we can help by getting signed up and organizing the system for best growth practices.
Payroll management
Starting at
$500/month
We’ll manage your Payroll for you making sure your team is paid on time and that those expenses are recognized in your accounting. (Requires Monthly Accounting subscription)
Vendor Payment Management
Starting at
$500/month
Have trouble staying on top of your vendor payments? No problem, we can take on this task by organizing and processing invoices (Requires monthly Accounting subscription)
Tax Services
Founding Year
Starting at
$1000
- Corporate Income Tax Filings
- Federal 1120*
- State Income Tax Filings (1) **
- Tax Extensions (included)
- Annual Tax Planning Consultation
*Does not include Foreign shareholders
**Additional State Filings billed starting at $500
Pre-Seed
Starting at
$1500
- Federal Corporate Income Tax Filing
- Delaware Franchise Tax Filing
- State Income Tax Filings (1)
- Tax Extensions (included)
- Additional State Filings billed starting at $500.
Seed
Starting at
$2500
- Federal Corporate Income Tax Filing
- Delaware Franchise Tax Filing
- State Income Tax Filings (2)
- 1099–NEC Filing (up to 5)
- Tax Extensions (included)
- Additional State Filings billed starting at $500.
Series A & Beyond
Based On Your Needs
Custom Quote
- Federal Corporate Income Tax Filing
- Delaware Franchise Tax Filing
- State Income Tax Filings (2)
- 1099-NEC filing (up to 10)
- Tax Extensions (included)
- Additional State Filings billed starting at $500.
"We have been working with Shay CPA for a few years. The team is always very professional and gives clear advice, guidance, and insight. Their ability to understand the infrastructure of a highly technical start-up has been so helpful as we continue to grow and scale."
"Shay CPA is the very best accounting firm I've had the pleasure to work with. Akshay is on top of what's important, and he's also very tech savvy which makes working with him seamless and efficient!"
Additional Tax Services
US Cross-border tax filings
State and Local Taxes (SALT)
R&D Tax Credit
Pay us when the IRS pays you
What’s Included:
- We’ll do an initial evaluation to see if you qualify for the R&D tax credit
- Conduct an R&D evaluation interview with you
- Evaluate your payroll, including contractors for relevant R&D associated payroll expenses
- Submit the completed IRS R&D credit form 6765 to your accountant for inclusion in your relevant year tax return.
- Deliver an R&D study report for your records
- Provide guidance and recommendations on documentation and support needed in the event of an IRS audit.
"We have been working with Shay CPA for a few years. The team is always very professional and gives clear advice, guidance, and insight. Their ability to understand the infrastructure of a highly technical start-up has been so helpful as we continue to grow and scale."
"Shay CPA is the very best accounting firm I've had the pleasure to work with. Akshay is on top of what's important, and he's also very tech savvy which makes working with him seamless and efficient!"
CFO Advisory Service
Series-A
Starting at
$2,200/month
- Annual budgeting and forecasting
- Advanced financial modeling
- Reviewing metrics and KPIs
- Cash flow forecasting
- Automation of financial systems and processes
- Develop a financial policies and procedures manual
- Support in hiring, training, and coaching on-staff junior employees to build your finance department
- Cap table consultation: valuation and dilution calculation
CFO by the Hour
Starting at
Packaged Hourly Rate
Invest in the precise amount of CFO support your company requires, maximizing your resources effectively.
5 hours, $899
10 hours, $1,699
20 hours, $3,399
*Packages expire after 1 year with no refunds for unused hours.
"We have been working with Shay CPA for a few years. The team is always very professional and gives clear advice, guidance, and insight. Their ability to understand the infrastructure of a highly technical start-up has been so helpful as we continue to grow and scale."
"Shay CPA is the very best accounting firm I've had the pleasure to work with. Akshay is on top of what's important, and he's also very tech savvy which makes working with him seamless and efficient!"