CPA for Early-Stage Startup Cleanup & Advisory

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We’re an early-stage SaaS startup that recently closed a pre-seed round and are working to ensure our books, equity treatments, and tax handling are buttoned up ahead of future growth. We use QuickBooks Online and have a clear, well-organized chart of accounts, with founder equity and SAFE conversions tracked, but we’d like a CPA to review and help us clean up the following areas: Key areas of focus: Accounting and tax implications of converting accrued founder/contractor contributions into equity Journal entry review for SAFE conversions (multiple share classes and conversion prices) Accrued compensation that was later used to purchase stock (Common and Preferred) Treatment of past consulting services from a founder prior to employment, where equity was later granted Confirming correct use of APIC, payroll vs. capital classification, and tax reporting implications (e.g. 1099-MISC, 83(b), etc.) Ideal candidate: CPA with strong experience in early-stage startups (Seed/Pre-Seed) Familiar with equity issuance, founder contributions, and SAFE/convertible instrument mechanics Understands tax implications of deferred comp, debt-for-equity swaps, and 83(b) filings Has worked with QuickBooks Online and can help with journal entries or coordinate with our bookkeeper This is a targeted project with potential for ongoing advisory or fractional controller work. We are looking to wrap up historical questions and move forward with clean, defensible books and tax handling. Please include a brief note on your experience with founder equity and early-stage fundraising transactions.

Keyword: Project Consultant

Price: $600.0

Tax Planning & Advisory CPA Accounting Financial Accounting Tax Preparation