Formation Financial
Formation Financial is a company that provides finance, accounting, and HR support to early-stage startups across various industries. They partner with startups from Series Seed through Series C to help them reach their potential by offering strategic advice, implementing systems, and supporting growth. Their services include finance, accounting, people operations, and technology solutions, with a focus on supporting startups through rapid growth and complex financial needs.
Industries
Nr. of Employees
small (1-50)
Formation Financial
San Francisco, California, United States, North America
Services
Fractional CFO and FP&A support including fundraising assistance, board presentations, financial modeling, forecasting, and strategic financial advice.
GAAP-compliant bookkeeping, general ledger maintenance, monthly close, reconciliations, and preparation of financial statements suitable for audits and investor diligence.
Coordination with tax partners, assistance with multi-jurisdictional tax filings, maximizing credits, and supporting financial audits through work papers and schedules.
Design and operation of AP/AR workflows, invoice processing, approval controls, invoicing to customers, and management of revenue and deferred revenue schedules.
Administration of cap table platforms, maintenance of Board-approved option grants, and coordination of independent 409A valuation processes.
Advising on and implementing accounting, payroll, expense management, AP automation, and BI systems appropriate to company stage.
Fractional CFO and FP&A support including fundraising assistance, board presentations, financial modeling, forecasting, and strategic financial advice.
GAAP-compliant bookkeeping, general ledger maintenance, monthly close, reconciliations, and preparation of financial statements suitable for audits and investor diligence.
Coordination with tax partners, assistance with multi-jurisdictional tax filings, maximizing credits, and supporting financial audits through work papers and schedules.
Design and operation of AP/AR workflows, invoice processing, approval controls, invoicing to customers, and management of revenue and deferred revenue schedules.
Administration of cap table platforms, maintenance of Board-approved option grants, and coordination of independent 409A valuation processes.
Advising on and implementing accounting, payroll, expense management, AP automation, and BI systems appropriate to company stage.
Expertise Areas
- Startup finance and accounting
- FP&A and financial modeling
- Cap table and equity management
- Tax and audit compliance
Key Technologies
- Cloud-based accounting platforms
- Expense and AP automation tools
- Cap table management platforms
- Business intelligence and dashboard tools
News & Updates
Formation Financial
Formation Financial is a company that provides finance, accounting, and HR support to early-stage startups across various industries.
Formation Financial
Formation Financial is a company that provides finance, accounting, and HR support to early-stage startups across various industries.
Formation Financial
Formation Financial is a company that provides finance, accounting, and HR support to early-stage startups across various industries.
Formation Financial
Formation Financial is a company that provides finance, accounting, and HR support to early-stage startups across various industries.