ClariFi + Team
Accounting, Tax & CFO Services for Startups
Traditional accounting tells you where the money went. ClariFi builds the framework for every growth, spending, hiring, and fundraising decision, powered by a team who knows your numbers, benchmarked against industry standards. All of it built for the diligence room, so your books hold up when investors look closely.
ClariFi. Expert Team. Better Outcomes.
Your financials flow through three connected pillars that work as one: ClariFi, strategic CFO leadership, and embedded CPA compliance. Clarity delivered, not data dumped.
ClariFi
ClariFi
ClariFi is our AI finance team. It turns 48 KPIs into the clarity founders need: safe-to-spend signals, compliance coverage, and benchmarks against industry standards. It's agentic, too: AI agents draft the close package, watch your cash, and propose account-to-KPI mappings for review. Agentic AI aids the work; our experts sign off on every number. Our team works in ClariFi on every plan. Direct access is included in Growth and available as a paid add-on on Foundation.
CFO
Strategic CFO Leadership
On Growth, your fractional CFO handles board prep, fundraising strategy, and financial modeling, translating ClariFi’s analysis into the decisions that drive your next stage of growth. Foundation includes as-needed CFO support.
Tax & Compliance
Tax & Compliance Autopilot
Filing deadlines generated and tracked on autopilot across all 50 states, with nexus and R&D credit screening reviewed by your CPA, who prepares 1 federal + 1 state return at 50% off; additional filings are scoped separately.
Specialized Services
Beyond the core stack, we deliver point engagements when you need specific expertise: financial modeling and 409A coordination from the same team that knows your books.
Financial Modeling
Board-grade operating models, scenario planning, fundraising decks, built by CFOs, not interns. Lives in ClariFi so your model stays connected to actuals.
Learn more →Catch-Up Bookkeeping
Months behind on the books? Fixed-price cleanup projects that get you reconciled, accrual-based, and raise-ready, then hand off cleanly.
Learn more →Cross-Border Tax
Form 5471 for a foreign subsidiary, FBAR and PFIC filings for founders, and treaty positions, handled on the US side with your accountant abroad. US-India corridor today.
Learn more →Tax Resolution & IRS Notices
IRS or state notice? An Enrolled Agent reads it, talks to the agency for you, and works toward penalty relief or a payment plan.
Learn more →409A Coordination
We run the 409A process with an independent appraiser and record ASC 718 expense, integrated with your cap table.
Learn more →Powered by ClariFi
ClariFi
ClariFi is our AI finance team. It doesn't dump data for you to interpret: it explains what moved each number, flags what is off plan, and answers in plain English, with safe-to-spend guidance and compliance status alongside. Every figure is calculated from your books, and our experts sign off before it reaches you. Our team works in ClariFi on every plan. Direct access is included in Growth and available as a paid add-on on Foundation; the tools below are gated by plan.
Explore ClariFi, our AI CFO platformAsk ClariFi
On Growth, ask questions in plain English yourself and get self-serve answers grounded in your data, with a source citation on every number.
- Self-serve answers with cited sources (Growth)
- Executive summaries curated by your CFO
- Proactive runway alerts at 12, 9, 6, and 3-month thresholds (from Foundation)
- AI contract-terms extraction, drafted for review
Always-On Financial Intelligence
The KPIs that power every decision: tracked automatically, flagged proactively, and fed into board packs and Spend Guardrails.
- 48 KPIs across 8 categories tracked automatically
- Intelligent anomaly detection with severity levels
- Custom KPI formula engine
- Configurable views per client
Planning & Modeling
Model scenarios before you commit a dollar, with base, optimistic, and pessimistic cases side by side. Cash forecasting from Foundation; the full modeling suite on Growth.
- 13-week rolling cash forecast with 3 scenarios
- Multi-scenario models (base/optimistic/pessimistic)
- Growth-lever modeling: margin vs. revenue acceleration
- Sensitivity analysis and what-if planning
Raise Readiness & Board Packs
On Growth, your team generates board packs with an executive narrative built from the reviewed CFO memo and actuals vs. plan.
- Fundraising readiness scoring
- Board Pack Generator: narrative + KPI summary + actuals vs. plan
- Data room, cap table, and dilution modeling
- Industry benchmarking across 15 industries
A CFO Who Helps You Decide, Not Just Report
Your CFO identifies which levers drive valuation, builds your financial narrative, and sits alongside you through board meetings, fundraises, and capital decisions, using data, not gut feel.
Learn more about Fractional CFOBoard Pack Strategy
Professional board packs with executive narrative, KPI summaries, and risks and recommendations, delivered on schedule.
FP&A
Budgeting, forecasting, and variance analysis to keep your business on track.
Financial Modeling
Multi-scenario models, sensitivity analysis, and 13-week cash flow forecasts.
Capital Strategy & Fundraising
Fundraising readiness, pitch deck financial support, and term sheet analysis.
Spend Guardrails Calibration
Sets your safe-to-spend thresholds and budget guardrails based on CAC payback, LTV/CAC, and growth targets. Every dollar deployed has a data-backed rationale.
Data Rooms & Cap Table
Diligence-ready data rooms, cap table management, and 409A valuation coordination.
Compensation & Headcount
Market-based compensation analysis and headcount planning to attract and retain talent.
Precision at Scale
Your bookkeepers handle your books with AI-assisted tooling that makes them radically more productive. Big-firm precision at a fraction of the cost. We also help you claim the startup programs and credits that vendors like Xero, QuickBooks, Gusto, Ramp, ADP, and Carta offer; you buy directly from each vendor.
Financial Statements
GAAP-compliant income statements, balance sheets, and cash flow statements prepared monthly.
Monthly Close
Timely, accurate month-end close with reconciliation, accruals, and variance analysis.
Multi-State Tax Compliance
Tax compliance tracking across all 50 states; 50% off prep of 1 federal + 1 state return.
Payroll Oversight
Payroll review, benefits reconciliation, and coordination with your payroll provider, as a $50 per W-2 employee add-on on Foundation and Growth.
1099 & W-2 Management
Year-end tax form preparation and filing for employees and contractors (with the payroll add-on, $50 per W-2).
See ClariFi in Action
Book a call and we'll walk you through ClariFi, show you a sample board pack, and demonstrate exactly how it works for a startup like yours.
45-day free trial · No credit card needed · No long-term commitment
Not ready to talk? Grab our free checklist first.
The Startup Finance Readiness Checklist: 40+ action items from pre-seed to Series A.
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