Accounting and CFO Services for Startups

Smart Support. Clean Numbers. Real Insight.

We help early-stage companies get financial clarity from day one. Clean books, real cash flow visibility, and fractional CFO support—so you can move fast without losing control.

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What You Get with Ursa

  • Comprehensive Bookkeeping

    We keep your books tight and up to date on an accrual basis, so you’re never guessing at your numbers. Ready for board meetings, tax season, or just making better calls.

  • Fractional CFO Services

    We give you seasoned CFO-level insight when you need it most—budgeting, modeling, investor prep, and fundraising strategy. Long-term or just-in-time.

  • Revenue Recognition

    We manage accrual accounting and handle revenue recognition with precision—so you’re reporting what you’ve actually earned, not just what hit the bank.

  • Debt facility Negotiation & Management

    We help you structure, negotiate, and manage startup debt—so you get the capital you need without signing something you’ll regret.

  • Grant Reporting

    We track spending, document use of funds, and build reports that meet grantor requirements—so you stay compliant, audit-ready, and focused on execution.

  • Modeling & Fundraise Prep

    We build models you can defend in the room. Scenario planning, KPI tracking, and decks that back up your story.

  • M&A Transaction Advisory

    We help you navigate the full M&A deal lifecycle—from planning and diligence to integration—so you make confident calls, avoid landmines, and walk away with a deal that delivers.

  • Tax Compliance

    We fully manage your tax filings and compliance calendar—so you’re always on time, and never scrambling.

Built for Speed, Backed by Experience

We’ve supported founders through messy early days, investor diligence, first hires, and real growing pains. We don’t overbuild, oversell, or overcomplicate—we give you exactly what you need, right when you need it.

Resources for Startup Founders

  • Blog: Where’s the Money Going? A No-BS Guide to Cost Accounting

    Messy cost tracking is one of the biggest silent killers of early-stage businesses. One day, you realize you’ve burned half your raise and have no idea what actually moved the needle.

    That’s where cost accounting comes in.

    Let’s break it down.

  • Blog: What Is Zero-Based Budgeting and Why Your Business Should Care

    If you’re running a startup and can’t confidently answer the question “Where’s the money going?”—you’re not alone. But you are at risk.

  • Podcast: Why Should Care About the Financial Health of Your Employees

    In this episode of Beyond the Balance Sheet, Jace talks with Andy Bandyopadhyay, PhD, founder & CEO of Attune Insights, about the future of finance, building financial-health communities, people-first business models, and helping employees live with less financial stress.

Let’s Get You Back to Building

We’ll handle the numbers, the filings, the models, and the strategy—so you can focus on the product, the team, and the mission.

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