Endless cleanups.
Spending nights fixing books that should’ve been right the first time.
Series A Ready
SOC 2 Compliant
Real-time Dashboards
Fractional CFO
Series A Ready
SOC 2 Compliant
Real-time Dashboards
Fractional CFO
Bookkeeping That Buys Back Your Time Hours Days Weekend Sanity Life Freedom
You have 16 waking hours a day.
Right now, you're burning 6 of them on spreadsheets, vendor invoices, and explaining cash flow to your board.
That's 6 hours you're not:
Closing your next enterprise client
Shipping the feature that doubles retention
Convincing that VP of Engineering to join
Actually building what you started this company to build
We take the 6. You keep the 10.
Because there's work only you can do.
And work only we can do as well as we do.
And work only we can do as well as we do.
The constraint isn't capital. It's bandwidth.
When bookkeeping drags you down, growth slams the brakes.
Founders don’t stall because they lack ideas. They stall because their books are a mess, numbers can’t be trusted, and investors stop believing the story.
Investor red flags.
Getting grilled for reports you don’t fully trust yourself.
Cash blind spots.
Never knowing how much runway is real until it’s too late.
The point of bookkeeping isn't clean books. It's freedom.
01
FOUNDER TIME BACK
Evenings back from fixing books.
We close the books so you can plan growth.
No more late nights chasing entries and reconciliations — founders reclaim hours while we keep the ledger tight.
02
TAX-READY ALWAYS
Returns without the scramble.
Organized, complete records all year.
Books are CPA-ready before tax season starts — clean schedules and categorization prevent last-minute chaos.
03
REAL-TIME CASH
Know cash flow at a glance.
Live data replaces guesswork and old exports.
Dashboards surface cash in/out, burn, and runway in real time — clarity that guides day-to-day decisions.
04
AUDIT CONFIDENCE
Books that stand up to questions.
Clean trails when auditors call.
Proper documentation, consistent reconciliations, and role-based controls reduce audit risk and response time.
05
LESS MANUAL, MORE MOMENTUM
Automations cut data entry.
Bank feeds, rules, and checks — no busywork.
We eliminate manual key-ins with bank rules, reconciliations, and invoice sync — your team focuses on work that moves the business.
Full-Stack Finance
We’re Your Complete Financial
Operations Team
From daily transactions to year-end reporting—everything you need to maintain pristine financial records.
Monthly Financial Management
Clean, on-time close and statements you can trust—every month.
- ✓ Accurate transaction categorization and account reconciliations
- ✓ Clean, organized books delivered on schedule every month
- ✓ Detailed financial statements that tell your business story clearly
Compliance & Audit Readiness
Records that stand up to scrutiny and make year-end painless.
- ✓ Meticulous record-keeping that passes any scrutiny
- ✓ Proactive identification and resolution of discrepancies
- ✓ Year-end preparation that makes tax season stress-free
Growth-Focused Financial Clarity
Clear visibility into performance so you can act with confidence.
- ✓ Real-time insights into cash flow and business performance
- ✓ Expense tracking systems that identify cost-saving opportunities
- ✓ Financial reporting that supports strategic decision-making
WHO WE SERVE
SaaS & Tech
Ecommerce
Professional Services
Healthcare
Financial Services
Real Estate
SaaS & Tech
Ecommerce
Professional Services
Healthcare
Financial Services
Real Estate
The Numera Difference
More than compliant. Always decision-ready.
01
Real-time clarity
Always know cash, burn, and runway.
6,000+ businesses track cash, burn, and runway with Numera — without digging through messy spreadsheets.
02
Investor trust
Reporting that passes diligence without all-nighters.
Our clients have raised $9B using Numera’s diligence-ready reporting that stands up to investors and auditors.
03
Scale without chaos
Systems that don’t break when you double headcount or add entities.
We manage multi-entity consolidations, SaaS revenue recognition, and complex growth structures every day — without missed closes.
04
Foresight, not hindsight
Big4 leaders who help you see around corners.
Our senior team comes out of Big Four firms and PE environments, bringing the judgment that keeps companies ahead of surprises.
Client Success Stories
Real results from real companies
Seed-Stage SaaS
Technology
I never thought I would consistently have a clear picture of our cash position. I was always worried I was missing something. Now I actually look forward to these conversations. Game changer.
Bookkeeping Partnership
How our bookkeeping partnership
works
From daily transactions to year-end reporting—everything you need to maintain pristine financial records.
Request a free consultationOur Process
The Financial Ecosystem
Not a Firm.
A Force.
Every business deserves great accounting and tax guidance. Not just the big ones. Not just the well-funded ones.
Every single one.
That’s why Numera exists: 10,000+ clients, 8+ specialized firms, and a global team working to make better finance the norm, not the privilege.
Clients Across Industries
From first-time founders to established enterprises, our clients don’t just get a service — they get the strength of a network that keeps raising its own bar.
Specialized Firms, One Platform
Tax, accounting, CFO advisory, sector specialists — once scattered, now aligned. Different strengths, same high standard: investor-grade outcomes.
Built for Scale
With teams spanning continents, we deliver the same consistency and clarity wherever growth takes you — whether that’s Boston or Bengaluru.
YOUR QUESTIONS ANSWERED
Frequently Asked Questions
What exactly is included in your bookkeeping services?
Our comprehensive bookkeeping includes: transaction categorization, bank and credit card reconciliations, monthly financial statement preparation (P&L, Balance Sheet, Cash Flow), accounts payable/receivable management, and year-end reporting for tax preparation.
How is this different from using accounting software alone?
Software is just a tool—our value is in the expertise, accuracy, and insights we provide. We handle the complexity, ensure accuracy, and give you financial clarity that software alone cannot deliver.
Can you work with our existing accounting software?
Absolutely. We work with QuickBooks, Xero, NetSuite, and most major accounting platforms. If you need to switch systems, we'll handle the transition seamlessly.
How do you ensure the accuracy of our books?
Our multi-step quality control process includes transaction review, account reconciliation verification, and final quality checks by senior bookkeepers before delivery. We also maintain detailed audit trails for complete transparency.
What if our books are currently a mess?
We specialize in cleanup projects. Our team will audit your current situation, identify and resolve discrepancies, and establish clean, organized systems moving forward. Many of our best clients started with challenging bookkeeping situations.
How quickly can you get started?
Most clients are fully onboarded within 2–3 weeks. We prioritize quick setup because we know how important it is to get your financial house in order as soon as possible.
At Numera, we're on a mission to democratize access to world-class bookkeeping and financial clarity, reducing the risks of starting and scaling a business.
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