Beyond Numbers.

Outsourced CFO and Financial Controller for Entrepreneurs, Startups & SMEs

NumbrStudio Financial Group provides bookkeeping, outsourced financial controller and business advisory services with digital cloud accounting solutions to help startups and small & mid-sized businesses to grow and succeed. The team has combined over 25 years experience in public accounting CPA firms, corporate finance and investment firms; the company is located in San Francisco and we work closely with entrepreneurs, Venture Capital invested startups and local businesses to manage monthly financial reporting by following US GAAP, IFRS and SEC regulations. 

Core Industries

    Early-Stage VC Funded Technology Startups. 

Financial Reporting & HR
  • Month-End/Qtr-End/Year-End Close

  • Revenue Accounting

  • Bill Pay & Accounts Payable

  • Invoicing & Accounts Receivable

  • GAAP Financial Statements

  • Treasury Transactions

  • Conversions to Accrual Accounting

  • Cash Management

  • Treasury & Online Banking

  • Fixed Asset Accounting & Tracking

  • Inventory Accounting 

  • Equity Accounting

  • QBO/Xero 3rd Party App Integration

  • Monthly Management Reports

  • Quarterly Estimated Tax Payments

  • Payroll Set-up & Processing

  • 1099 Reporting

Our Core Services
Startups CFO 
  • Capitalization Table Management

  • Financial Modeling to Pitch Top VCs

  • Board Presentation 

  • Set-up and Multi-stage Registrations

  • Internal Control Management

  • Financial Statement Analysis

  • Company-wide KPIs

  • 12-mo Financial Modeling & Forecast

  • Cash Flow Analysis

  • VC & Investors Reporting

  • Audit Documentation Preparation

  • Merger & Acquisition Support

  • Asset Sale & Liquidation

  • Debt & Equity Fundraising 

  • Fair Market Value Analysis 409 (a)

  • (Post) Incorporation Filing

  • SOX Compliance 

Tax & Tax Planning
  • Startups Tax Return

  • Corporation Tax Return

  • LLC, S-Corp, C-Corp Taxes

  • R&D Tax Credit Calculation

  • Startups Tax Compliance & Filing

  • Tax Consulting on Cryptocurrencies

  • Develop Strategic Tax Planning

  • Optimize Business Tax Structures 

  • Section 1031 Tax-Free Exchange

  • Section 179 Asset Depreciation

  • Taxable Income Defer 

  • Search for Deduction & Credits to maximize Tax Savings

  • Maximize Qualified Pass-Through Business Income (QBI)

  • Establish Business Tax-favor Retirement Plan

We are nominated for Insightful Accountant's Top 100 ProAdvisors! 

Top Cloud Technology Partners

I've been doing the bookkeeping for my startup for over 2 years, few months ago we got a seed funding and I was referred to NumbrStudio, the team reconciled my financials for the past two years; very glad that we have the reliable support from the team, they are now helping us to build financial models for our next round of funding! 

Alice W. Co-Founder

NumbrStudio does monthly financial reporting and payroll for my company as well as two startups that I funded few years ago, the team is very knowledgable and efficient. Highly recommend them to folks who are looking for great accountants that have strong knowledge with startups capital flow and U.S. accounting principles. 

Paul Z. Founder & Angel Investor 


Schedule a Free Consultation

NumbrStudio Financial Group LLC

Silicon Valley Office

Two Embarcadero Center, fl 8.

San Francisco, CA 94111, United States

Phone (415) 510-9366

Fax (415) 367-1513

NumbrStudio Financial Group LLC. All rights reserved. 2018.

Disclaimer: NumbrStudio is not a registered certified public accountancy corporation with the state of California.