We love working with Start Up companies. We love the energy, the innovation, the disruption, the paradigm shifts… We can help you with day-to-day accounting, business planning, FP&A and CFO support. Essentially, we are your back office, we help with day-to-day bookkeeping that’s done by highly qualified accountants who know GAAP, IFRS, and GASB.

Our accountants have an accounting degree, plus a CPA, MBA or both.

We have a full suite of services that can help you jump start your business operations, especially in the area of Financial Management. We work behind-the-scenes to crunch your numbers, to empower you to make smart business decisions. We offer full-service accounting services to ensure you have clean, tax-ready, and audit-ready financial records. 

Blackpointe provides you the flexibility to recruit and hire for staff that are needed to support the business owner’s effort in product development, business development, service support, marketing and other customer facing positions. We manage every aspect of the Monthly Accounting Cycle so the business owner can focus on other critical activities.

We have several packages that are designed to meet you specifically where you’re at in your business stage.

INITIAL CONSULTATION: FREE!

  1. Introductory phone call
  2. Review and analysis of prior-period financial reports (if applicable)
  3. Preparation of Client Engagement Plan
  4. One-hour Kick-off Meeting, as needed

Financial Projections Package

GOAL: As most startups get started there is the need for several types of information, including a budget, cash flow forecasts, 2-3-year financial projections and financial metrics.

The Blackpointe Company has created a model in Microsoft Excel that includes all of that information.

We include the following items:

  1. Startup Worksheet
  2. First Year Budget, revenue and expenses
  3. Cash Flow Projections
  4. Revenue Risk Profile
  5. Three Year Profit and Loss Projection
    • Ability to increase, decrease or keep flat income and expenses by percentage basis
  6. Balance Sheet
  7. Financial Summary that includes Charts, Graphs and financial ratios
  8. 1-Page Executive Summary

We also include two hours of consulting time so we can gather enough information to create your financial model.

Lean Start Up Package

GOAL: Establish preliminary processes, procedures and accounting software system at the basic level. 

  1. Scoping and Discovery
    • Consult with leadership team and staff regarding income, expenses, and business goals
    • Prepare preliminary accounting structure (Chart of Accounts, program classes, departments)
  2. Accounting Processes and Systems
    • Set up QuickBooks Online (QBO) subscription or like accounting system
    • Implement accounting structure and basic reporting, including: Balance Sheet and Profit and Loss Statements
    • Connect online bank account data to sync transactions
    • Set up other software as needed: Payroll software, Bill Pay, Expense reimbursement

Accelerator Package

GOAL: Establish preliminary processes, procedure and accounting software system, plus create and implement operational policies and procedures.

  1. Lean Start Up Package Services PLUS:
  2. Operational Policies and Procedures
    • Accounting Policies and Procedures manual                           
      • Prepare written manual outlining Accounting Method, Internal Controls, General Ledger, Reporting, A/R and A/P, Payroll, Fixed Assets, Restricted Funding, Liabilities, Month-end/Year-end Close, and Audit/Tax prep
    • Finance Calendar
      • Establish calendar deadlines for recurring entries and reporting (payroll, AP, AR, reporting deadlines, board meetings, etc.)

Scale Up Package

GOAL: Establish preliminary processes, procedure and accounting software system; create and implement operational policies and procedures; create monthly reporting package and establish annual budgeting process.

  1. Enhanced Package Services PLUS:
  2. Monthly Financial Board Package
    • Financial Statements including: Profit & Loss, Balance Sheet, & Cash Flow Statements
  3. Prepare Annual Budget
    • Review and analyze financial data to determine projections and set financial goals
    • Prepare master budget document for annual expenses and revenue
    • Plan for budget adjustments, various alternative scenarios, identify Key Performance Indicators (KPIs) and forecast financial projections
    • Create budget calendar and forecasts for 12-month period
    • Finalize budget document and send to Board for approval

We have the expertise and experience to support you in all stages of funding. We know that each stage of funding can require different accounting needs that include items like a Startup Costs Worksheet, Sources and Uses of Funds Statement, Financial Ratios, Sox Compliance and Financial Planning & Analysis. We have you covered in all these areas, plus…

  • Pre-Seed
  • Seed
  • Series A
  • Series B
  • Series C
  • IPO

It’s easy to get started with us, just a quick phone call or email will do it. Send us an email at info@blackpointe.co or call us at (303)349-7100. Call us now so we can get started. You can also select the Business Inquiry Form link below and we will get back with you right away.

Business Inquiry