The cleanup tax.
Every quarter of neglect costs more to fix than it would have cost to prevent.
Outsourced bookkeeping
Bookkeeping that buys back your time.
Somebody has to reconcile the bank account. Right now that's you, or your ops lead, or the co-founder who's least bad at spreadsheets — on a Sunday, three weeks after the month actually ended.
103%Net revenue retention
6+ yrsAverage client tenure
500+Accountants & advisors
That's time not going into:
Closing your next enterprise client
Shipping the thing customers keep asking for
Convincing that VP of Engineering to join
Actually building what you started this company to build
We take the ledger. You keep the calendar.
There's work only a founder can do. Reconciling a credit card statement is not it — and most founders run out of hours long before they run out of money.
Messy books are quiet until they're expensive.
Nothing breaks on the day the categorisation goes wrong. It breaks four months later, in a diligence request, a tax filing, or a cash forecast you based a hiring decision on.
Numbers you can't defend.
Being asked about a line item you'd have to go and check yourself.
Runway you're guessing at.
Knowing roughly what's in the bank isn't the same as knowing what's committed.
Nobody ever built a company on great bookkeeping. Plenty have lost one on bad bookkeeping.
What's included
Everything that happens between transactions and tax
Bookkeeping is a small phrase for a lot of work. Here's the actual scope.
The monthly close
The recurring work, on a date you can put in the calendar.
- Transactions categorised consistently, month over month
- Bank, credit card and loan account reconciliations
- P&L, balance sheet and cash flow, delivered on schedule
Cleanups and catch-up
If the books are behind, that's the first conversation, not a disqualifier.
- Back-year reconstruction and re-categorisation
- Discrepancies identified, documented and resolved
- Year-end schedules your CPA can work from directly
Reporting you'll actually read
The monthly pack, plus someone who can explain what moved and why.
- Cash position and committed spend, not just closing balance
- Expense breakdowns at the level you actually make decisions
- A named person to walk you through it
After the switch
What actually changes
Five things clients notice in the first few months.
01
You stop being the last line of defence.
Your evenings — the close happens whether or not you're free that week.
Chasing entries and reconciliations moves off your desk. It's a named team's standing work, on a fixed calendar.
02
Your CPA stops asking you questions.
Tax season — schedules ready before they're requested.
Consistent categorisation through the year means year-end is a handover, not a reconstruction. Numera does tax work in-house too, if you'd rather it were one team.
03
You know what's committed, not just what's cleared.
Cash — payables, receivables and the balance in one view.
Your monthly pack shows cash in, cash out and what's already spoken for — so a hiring decision isn't made against a bank balance that's about to move.
04
There's a trail behind every number.
When someone asks — diligence, audits, lender questions.
Documentation and reconciliations are kept as you go, reviewed by senior staff out of Big Four firms and PE-backed companies before anything is delivered.
05
You don't outgrow us in two years.
Controller work, tax, fractional CFO — same firm.
Clients stay with Numera six years on average and spend more with us each year — net revenue retention is 103%. Most of them started with bookkeeping.
A good solo bookkeeper is great. Until.
Four places the single-person arrangement usually gives out.
Until they take a holiday
Or get sick, or take another client, or leave.
Numera has 500+ accountants and advisors across the US, Canada, India and the Philippines. Coverage doesn't rest on one person's calendar.
Until you hit something they haven't seen
A second entity, inventory, a state you've never filed in.
10+ specialist practices with real depth — international tax, public sector, multi-entity. The person who has done it before is already inside.
Until nobody checks the work
One person doing and reviewing their own entries is not a control.
Reconciliations and statements go through senior review before delivery. Our senior team came out of Big Four firms and PE-backed companies.
Until you need more than bookkeeping
Controller work, board reporting, a fractional CFO.
You add capability without changing firms. Clients stay six years on average and spend more with us each year.
Who we serve
SaaS & Tech
Ecommerce
Professional Services
Healthcare
Financial Services
Real Estate
Public Sector & Non-Profits
SaaS & Tech
Ecommerce
Professional Services
Healthcare
Financial Services
Real Estate
Public Sector & Non-Profits
Getting started
What the first thirty days look like
Most clients are fully onboarded in two to three weeks. Longer if there's a cleanup — we'll tell you which before you commit.
01
We open the books and tell you what we find
Your file, your last few closes, whatever state they're in. You get a straight read on what's clean, what needs fixing, and what the cleanup costs — before you sign anything.
02
We fix the backlog and set the rules
Chart of accounts, categorisation rules, bank feeds, approval steps. Done once, properly, so the same decisions aren't relitigated every month.
03
Then it's just a date in your calendar
The close lands on the same day each month, reviewed before it reaches you, with a named person you can call when a number looks wrong.
In their words
People who stopped doing their own books
These clients work with myStartUpCFO, a Numera company. Their words, unedited.
“As the owner of 13 small businesses and a CFO myself, I constantly need clean books, organized support, and guidance during times of crisis. myStartUpCFO has been a reliable partner—serving as our internal controller and bookkeeper across all my entities. Their communication is excellent and the team is super committed, often going above and beyond—even working late nights—to meet the demands of a startup. As a fractional CFO myself, I see them as a true extension of my team. I always recommend them to our clients!”
“I've worked with myStartUpCFO for a while now, and they've become a trusted extension of how I build financial operations from the ground up. At FoodSystem6, we brought them in as soon as we received funding. For small teams, it's hard to build internal checks and balances — but with myStartUpCFO handling reconciliations and reporting, we've been able to stay lean without compromising financial integrity. Whether you need basic bookkeeping or CFO-level insight, they scale with you. I wouldn't run an early-stage company without myStartUpCFO.”
“We've been working with myStartUpCFO for just over a year now, and they really helped us get all of our financials organized as an early-stage startup. Their team is extremely flexible and responsive– always happy to get on a call to further explain processes and better understand our needs as a company.”
Questions we get
Outsourced bookkeeping, answered.
What's actually included?
Transaction categorisation, bank and credit card reconciliations, monthly statements (P&L, balance sheet, cash flow), accounts payable and receivable, and year-end schedules for your tax preparer. If you need more than that — controller work, tax filing, a fractional CFO — it's available from the same team.
Why not just use accounting software?
Software records what you tell it. It won't catch a misclassified expense, chase a vendor for a missing invoice, or notice that a deposit has been sitting unreconciled since March. The tool isn't the work.
Can you work with our existing setup?
Yes. QuickBooks, Xero, NetSuite and most major platforms. If you want to move systems we'll handle the migration, but we won't push you to switch for our convenience.
Our books are a mess. Is that a problem?
It's the normal starting point. We'll scope the cleanup separately from ongoing work so you can see what the catch-up costs before you commit to anything monthly.
Who actually does the work?
A named team, not a queue. Numera has 500+ accountants and advisors across the US, Canada, India and the Philippines, and senior leadership out of Big Four firms and PE-backed companies. Reconciliations and statements are reviewed by senior staff before they reach you.
What does it cost?
It depends on transaction volume, number of accounts and entities, and whether there's a cleanup. Engagements are monthly and fixed rather than hourly, so a busy month doesn't change the invoice. We'll give you a number after one call and a look at the file.
How quickly can you start?
Most clients are fully onboarded within two to three weeks. Cleanups take longer, and we'll tell you roughly how much longer before you sign.
What happens when we outgrow bookkeeping?
Nothing, from your side. Controller work, tax and CFO advisory are already in-house at Numera, across 10+ specialist practices. Clients stay with us six years on average, and most of them started here.
At Numera, we're on a mission to democratize access to world-class accounting and finance leadership, reducing the risks of starting and growing a business.
