Free founder's guide
The Startup Accounting Checklist
24 things worth getting right before they become a fire drill. Work through it at your own pace — if you can tick most boxes, you're in good shape. The ones that make you wince are exactly what's worth tightening up.
- Foundations & setupEntity, EIN, banking, software, chart of accounts.
- Monthly bookkeepingReconciliation, categorization, receipts, P&L reviews.
- Payroll & peopleState registrations, contractor classification, W-9s, 1099s.
- Compliance & deadlinesDelaware franchise tax, sales tax nexus, annual reports.
- Cash & visibilityRunway, burn, budgeting, monthly close.
- Fundraising readinessClean books, cap table, key metrics at your fingertips.
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