Advisory Services for Startups & SMEs in the USA
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Building a startup or scaling an SME in the United States rarely follows a clean timeline. Products evolve, funding cycles shift, and teams grow before systems catch up. Founders often make legal, financial, and strategic decisions early, without an internal finance function to validate every move. That’s where our startup advisory services USA and SME advisory services USA step in. We support decisions across incorporation, fundraising, equity planning, financial systems, and scale-up readiness, while keeping pace with founder timelines. Our startup consulting services USA keep your numbers credible, your structure investor-ready, and your plans aligned with what the US ecosystem expects.
End-to-End Advisory for Startups & Growing Businesses
Instant visibility on cash and performance
Get monthly and quarterly packs that link your outsourced bookkeeping and payroll to clear P&L, balance sheet and cash flow views decision-makers can actually use.
Consult with us
Talk through forecasts, covenant tests and scenario plans with specialists who understand US GAAP, IFRS and the realities of running a growing business.
Startups and SMEs face pressure from every direction. Cash needs discipline. Hiring needs planning. Investors want clean reporting early. Banks and vendors want certainty. With the right advisory, you can move faster with fewer costly corrections.
We support founders across the full lifecycle, from first setup to scale:
- Incorporation and structuring
- Seed funding through growth rounds
- ESOP planning and valuation readiness
- Financial system setup for startups
- Fractional leadership through CFO support
- Business plan and pitch deck support for investors
What you get with our advisory for startups & SMEs
| Focus Area | What we do | What it improves |
| Structure | Set up investable entities and governance | Fewer future restructuring issues |
| Fundraising | Build models, data rooms, and diligence prep | Faster investor confidence |
| Equity | Plan ESOPs with documentation discipline | Cleaner cap table, fewer disputes |
| Systems | Set up scalable finance processes | Strong reporting and controls |
| Leadership | Guide decisions with CFO-level oversight | Better runway and board clarity |
Startup Incorporation & Structuring
Early structuring shapes every future decision: fundraising, ownership rights, taxes, compliance, and governance. We help founders choose an entity structure that fits their goals, not just what’s popular.
Our startup incorporation services USA cover:
- Entity selection aligned with your funding path
- Founder equity splits and ownership planning
- Cap table setup and documentation hygiene
- Governance structure and shareholder paperwork
- Tax and regulatory considerations built into day-one decisions
If you plan to raise venture capital, we support Delaware C-Corp formation and the building blocks investors expect.
Incorporation support snapshot
| Decision | What we advise | Why it matters |
| Entity type | LLC vs C-Corp | Impacts fundraising and taxation |
| Founder equity | Split, vesting, controls | Prevents long-term disputes |
| Governance | Board setup and approvals | Supports future investor requirements |
| Documentation | Shareholder and consent flows | Makes diligence smoother |
Seed-to-Series Fundraising Advisory
Fundraising gets decided on clarity, speed, and confidence. Investors expect a model that survives questioning, a valuation story that makes sense, and documents that don’t look rushed.
Our startup fundraising advisory and Seed to Series fundraising support help you prepare and run your round with structure.
What we deliver during fundraising support
- Fundraising readiness review
- Investor-facing financial modelling and assumptions
- Valuation support and scenario planning
- Data room buildout and document structure
- Investor Q&A preparation and response support
- Reporting packs for updates during active conversations
Fundraising checklist table
Investor expectation | What we prepare | What it helps with |
Financial logic | Clean model + assumptions | Stronger diligence calls |
Speed | Organised data room | Faster deal momentum |
Confidence | Clear use of funds plan | Better term sheet discussions |
Consistency | Repeatable answers | Fewer credibility gaps |
ESOP Planning & Valuation
Equity helps you hire and retain the right people. A poorly planned ESOP creates messy cap tables, compliance risk, and disputes that show up during future rounds.
Our ESOP planning services USA focus on clean design that stays workable through multiple funding stages. Our ESOP valuation services support documentation and valuation alignment so you can issue equity with confidence.
ESOP planning support includes
- Option pool sizing linked to hiring plans
- Vesting schedules aligned with retention goals
- Equity documentation and governance setup
- Valuation alignment for new grants
- Planning that stays stable through future rounds
ESOP component | What we help you decide | What it protects |
Option pool | Size and refresh strategy | Hiring flexibility |
Vesting | Terms and cliffs | Long-term retention |
Grant process | Approvals and documentation | Compliance and clarity |
Valuation | Alignment and audit readiness | Clean investor diligence |
Financial System Setup for Startups & SMEs
Early finance systems often grow in patches. That works until an investor asks for monthly reporting, a lender requests statements, or your operations start scaling faster than your process.
Our financial system setup for startups creates a scalable structure without overcomplicating the day-to-day. We also deliver QuickBooks setup services with clean workflows that your team can actually use.
What we set up
- Accounting system selection based on stage and complexity
- QuickBooks Online configuration and chart of accounts
- Payroll workflows (including Gusto setup support)
- Payables and approvals (including Bill.com setup support)
- Invoicing, collections, and expense management flows
- Process documentation so the system survives team changes
System area | Tools we support | Outcome |
Accounting | QuickBooks Online | Clean monthly reporting |
Payroll | Gusto | Reliable payroll + compliance |
Payables | Bill.com | Faster approvals, fewer errors |
Expenses | Structured workflows | Clear spend visibility |
Fractional CFO Services for Startups & SMEs
Many founders need CFO thinking long before a full-time CFO hire makes sense. We provide fractional CFO services for startups and startup CFO services USA that support growth decisions, investor reporting, and runway planning.
What our fractional CFO services cover
- Cash flow management and runway tracking
- Budgeting and rolling forecasts
- Board reporting and investor updates
- Unit economics, margins, and pricing insight
- Fundraising strategy support
- Decision-making support for hiring, spend, and growth trade-offs
CFO priority | What we deliver | What improves |
Runway | Monthly runway visibility | Better planning discipline |
Reporting | Board-level packs | Cleaner investor trust |
Forecasting | Scenario models | Faster decision cycles |
Controls | Governance and approvals | Lower operational risk |
Business Plan & Pitch Deck Support
Investors don’t fund ideas. They fund believable plans backed by clear numbers. Our business plan and pitch deck support helps you present a grounded story that aligns with your operations and fundraising goals.
We deliver business plan consulting services and pitch deck preparation support that keeps the narrative clean and the metrics defendable.
What we build with you
- Investor-ready business plan structure and flow
- Market logic and go-to-market assumptions
- Financial storytelling that matches your capacity
- Pitch deck storyline, traction framing, and KPIs
- Funding ask, use of funds, and milestone planning
Deliverable | What it includes | What investors look for |
Business plan | Strategy + operating roadmap | Clarity and execution ability |
Pitch deck | Narrative + metrics | Confidence and momentum |
Financial model | Assumptions + forecasts | Diligence-ready logic |
Why Startups & SMEs Choose Us
Founders work with us because we keep things practical and execution-focused. You get real support that fits startup speed and SME constraints.
- Strong experience across early-stage and growth-stage businesses
- Familiarity with US investor expectations and compliance realities
- Modular engagement options that fit early-stage budgets
- Hands-on execution support, not just advice
- Long-term partnership approach as your business scales
FAQs – Startup & SME Advisory Services
When should a startup seek advisory support?
Start early: before incorporation, before fundraising, or when systems start breaking under growth.
Is Delaware C-Corp the best structure for all startups?
Venture-backed startups often choose it, yet the right structure depends on funding goals, ownership plans, and tax exposure.
Do you help with investor introductions?
We focus on readiness, modelling, documentation, and diligence support so you enter investor conversations credible and prepared.
Can you support early-stage startups with limited budgets?
Yes. Our startup advisory services USA are modular, so you choose what you need at each stage.
How do fractional CFO services help startups grow?
You get CFO-level guidance on runway, reporting, forecasting, and investor updates without the cost of a full-time hire.
