Your books are behind, and you’re the one holding them together.
At this stage, the finance function is often one part-time bookkeeper, a stack of spreadsheets and the founder. Transactions get recorded eventually, but reconciliations slip, reports arrive late and nobody is looking ahead at cash.
When your CPA asks for year-end records, it turns into a scramble. When a bank or investor asks for a forecast, there isn’t one. And every question lands on you, because there’s no one else who owns the numbers.
What it costs you
Late or unreliable books
Decisions are made on numbers that are weeks old, or wrong.
No view of what’s next
Without a forecast, cash surprises arrive with no warning.
Tax season stress
Your CPA waits on records, and deductions get missed.
You as the go-between
Every finance question still routes through the founder.
How Tier 1 solves it.
a part-time bookkeeper who catches up when they can
a full-time Founder’s Bookkeeper keeping your books current
no forecast at all
a Founder’s FP&A Analyst building budgets and forecasts
fielding every finance question yourself
a Relationship Manager who owns the relationship
year-end scrambles with your CPA
a team lead who gets your CPA what they need, when they need it
Who’s on your Tier 1 team.
Your Relationship Manager leads the team and works with your CPA on tax preparation and tax planning.
Founder’s Bookkeeper
Records every transaction, reconciles accounts and keeps your books current and investor-ready.
Founder’s FP&A Analyst
Builds budgets and forecasts and explains what your numbers mean for the months ahead.
Relationship Manager
Your single point of contact. Manages the relationship and works with your CPA so they have everything needed for tax preparation and tax planning.
Your processes and systems in Tier 1.
We follow your existing SOPs and work in the tech stack your company already uses.
Every tier aims to close your month-end, quarter-end and year-end books within 10 business days, so you get timely numbers you can act on.
Everything you don’t have to manage.
No payroll or bonuses
We pay your finance team, so you don’t have to.
No benefits or FICA taxes
You never pay benefits or payroll taxes for your finance team.
No HR issues
Performance, reviews and people problems are ours to handle.
No hiring or firing
We recruit, train and, when needed, replace team members.
No staffing firms or fees
No recruiter placements or agency markups.
25%–50% lower cost*
Compared with building the same team in-house.
Built by founders. Held to a higher standard.
Founder-led
Founded by Jon Peyton, a serial entrepreneur who built the firm to solve the finance problems his own clients faced.
Credentialed team
Team members hold MBA, CFP®, CPA, CPM, CPMM and EA credentials.
The Founder’s Way™
One documented process for every client, so your books, forecasts and reporting always tell one consistent story.
Security & compliance
Encryption, controlled access, confidentiality agreements and vetted technology at every step.
Your financial data, protected at every step.
Encryption
Your financial data is encrypted in transit and at rest.
Controlled access
Role-based access, multi-factor authentication and access removed the moment it’s no longer needed.
Bank account safeguards
Only authorized team members are given bank access, and only with your approval.
Confidentiality
Every team member is bound by confidentiality agreements.
Compliance-focused processes
Documented procedures, separation of duties and clear audit trails.
Vetted technology
Our own tech stack follows strict security protocols, and every platform we use, or that connects to your systems, is held to the same high standards.
Questions? Answers.
Who is my main point of contact in Tier 1?
Your Relationship Manager. They lead your Founder’s Accounting™ team, manage the relationship and coordinate with your CPA.
Who is Tier 1 best for?
Founders who need clean, current books, basic forecasting and one reliable point of contact.
Can we move to another tier later?
Yes. Most clients move up a tier as they grow, without any recruiting or hiring on their side.
How is it priced?
Each tier is priced monthly based on your company’s scope and transaction volume. We share pricing after a short discovery call.
How do you protect our financial data?
Security is built into how we work. Your financial data is encrypted in transit and at rest, access is limited to the people who need it and protected with multi-factor authentication, and every team member is bound by confidentiality agreements. Bank account access is granted only to authorized team members, only with your approval, and removed as soon as it’s no longer needed. Every platform we use, and every tool that connects to your systems, is held to high security standards.
Still have a question?
Compare with the other tiers.
*Compared with hiring equivalent in-house roles, including salaries, bonuses, benefits, payroll taxes, recruiting and staffing firm fees. Based on Founder’s Accounting’s cost comparison; actual savings vary by company and role.
Don’t let your finances be the reason why.
Talk with our team: +1 888 348 8573