Our Services

Startup CFO & Accounting Services

Venture-backed startups need two things from finance: books investors can trust and a forward view the founder can run on. Percipio provides both as one team — startup accounting that closes on time, and fractional CFO support that turns those numbers into runway answers, board packages, and a fundraise-ready model.

Built for the venture-backed stage you’re at

  • Pre-seed / seed: clean QuickBooks foundation, burn and runway tracking, your first real financial model, R&D cost capture
  • Series A/B: monthly board reporting, driver-based forecasting, revenue recognition that survives diligence, department-level budgets
  • Growth through exit: audit readiness, diligence support, data-room preparation, and M&A advisory when the time comes

What we handle

Accounting operations

Monthly close, revenue recognition (SaaS, usage-based, and contract revenue), payroll and equity-adjacent coordination, AP/AR, and spend management. Delivered by the same client accounting team that supports our operating-company clients.

FP&A and CFO leadership

The full scope of our fractional CFO service, tuned to venture reporting: burn multiples, runway scenarios, cohort and unit economics, and the board deck financial section that doesn’t get questioned twice.

Fundraise support

The model, the metrics, the data room. We have sat on the company side of diligence enough times to know what the other side asks first.

Why startups pick Percipio

Proof

We support venture-backed clients from seed through Series D, with board-ready reporting and fundraise-tested financials at every stage in between.

One team, both layers

The CFO in your board meeting works from books our own team closes — no coordination gap between your bookkeeper and your strategist.

Investor-grade by default

Board packages and metrics built to VC expectations, not adapted to them after the fact.

Scales with the round

Engagements expand toward a raise and settle back after, without a hiring decision.

Frequently Asked Questions

When should a startup hire a CFO?

Most startups need CFO-level help before they need a CFO employee: typically around a priced round, the first institutional board meeting, or roughly $1-2M in annualized spend. A fractional CFO covers that gap — see our full breakdown of when outsourced CFO support makes sense; the full-time hire usually makes sense post-Series B or later.

What does a startup CFO service cost compared to a full-time hire?

A full-time startup CFO commonly costs $250,000-$400,000+ per year fully loaded, plus equity. Fractional engagements run a monthly retainer at a fraction of that, scaled to reporting cadence and fundraise activity.

Do you work with our existing bookkeeper?

Yes — we can layer CFO and FP&A support on top of an existing bookkeeping setup, though most startups consolidate with us because one team closes faster than two vendors coordinating.

Do you support fundraise diligence?

Yes. Model build and defense, metric definitions, data-room organization, and responding to investor finance questions are core scope, and our M&A advisory team handles the transaction side when it goes beyond a round.

Do we need to be in Nebraska?

No. The team is Omaha-based and most of our venture-backed clients are on the coasts. The engagement is built to run remotely.

Get investor-ready financials before your next round.