Graphite Financial

Template to model customer acquisition payback periods and unit economics for consumer-packaged-goods and eCommerce businesses.

Graphite Financial owns the accounting foundation so your numbers stay accurate, consistent, and reliable, handling day-to-day accounting, reconciliations, and general ledger support.

Comprehensive outsourced accounting, finance, tax, payroll, and HR services tailored for VC-backed startups and growing companies.

Comprehensive outsourced accounting, finance, tax, payroll, and HR services designed for venture-backed startups to provide accurate monthly closes and investor-ready reporting.

A tailored finance and accounting solution for tech-driven companies, including customized financial modeling, bookkeeping, operational accounting, tax, accounts payable, accounts receivable, and monthly reporting packages.

Graphite delivers financial modeling, forecasting, and fractional CFO support that helps leadership see where the business is headed.

Fixed-fee human resources and payroll management services designed to mitigate risk, drive compliance, and structure people operations for growing startups.

Structured, fully managed payroll function providing recurring pay cycle execution, employee compensation updates, tax administration, and multi-state compliance support for growing companies.

Tax compliance, planning, and reporting services designed to help businesses stay ahead of filings and tax complexity.

A free online diagnostic tool designed for growing companies and startups to assess potential tax risks and estimate missed tax savings.

An example chart of accounts structure for ecommerce and consumer products companies, covering revenue, inventory, cost of goods sold, merchant fees, fulfillment, operating expenses, and balance sheet accounts.

Designed for ecommerce and CPG. Model revenue, inventory purchases, gross margin, contribution margin, customer acquisition costs, and cash flow requirements.

A 13-week forecast template that helps businesses see incoming cash, protect runway, and make smarter scaling decisions.

Comprehensive accounting, financial modeling, tax support, and fractional CFO services tailored for high-growth artificial intelligence companies navigating rapid infrastructure spend and evolving business models.

Full-service accounting, tax, finance, payroll, and HR support built specifically for venture-backed and high-growth companies, delivering GAAP-compliant, accrual-based bookkeeping.

An outsourced finance solution providing strategic insights, operational efficiency, monthly close processes, AR and AP management, tax compliance, and fractional CFO services for growing companies.

Comprehensive tax compliance, advisory, and planning services designed for startups and growing businesses, managing federal and state filings, multi-state tax support, and R&D tax credits.

Full-service bookkeeping, tax, and CFO services for startups and growing businesses across various sectors using an AI-powered platform.

Accounting, finance, tax, payroll, and HR support built for the way SaaS and technology companies grow, including subscription billing and revenue recognition.

Graphite manages accounts payable and accounts receivable with the structure growing teams need to stay current, organized, and in control.

Cost-effective financial leadership and fractional CFO services tailored to startups and businesses in New York.

A startup-focused chart of accounts template that provides real visibility into spend and performance beyond basic QuickBooks setups.

Built for recurring-revenue businesses. Forecast ARR, MRR, customer acquisition costs, churn, expansion revenue, runway, and cash burn using a fully integrated three-statement model.

Financial operations, bookkeeping, and accounting services tailored for healthcare and healthtech businesses, addressing MSO/PC models, revenue recognition complexity, and compliance requirements.

Specialized accounting, financial reporting, and profitability tracking services designed for marketing agencies managing retainers, projects, and contractor costs.

Onboarding, benefits, policy, compliance, and people-ops backbone scaling with headcount.

Specialized accounting, inventory visibility, and tax-ready financial reporting services designed for high-growth e-commerce and CPG companies.

A quick calculator and downloadable template built to help startups estimate potential R&D tax credits, quantify opportunities, and pressure-test eligibility.

Real-time bookkeeping software combined with accountant support, built specifically for DTC and multichannel ecommerce brands.

A free financial roadmap and cash flow worksheet template specifically designed for startups to manage liquidity, track burn rate and cash runway, and build investor credibility.

Create, clean up, and maintain financial models that connect revenue, hiring, spend, cash, and growth assumptions.

Modeling the financial impact before decisions get expensive when leadership is weighing hiring, pricing, spend, or operational changes.

Intuitive reporting and actionable insights tool allowing teams to focus on data-driven decisions without manual data analysis.

Deeper analysis including unit economics, margin diagnostics, CAC/LTV modeling, profitability, and other finance insights.

A clean, repeatable close checklist built for startups that need accurate financials without the scramble, complete with a step-by-step workflow and breakdown of the month-end close process.

A consistent monthly review of performance, trends, budget vs. actuals, key variances, updated forecasts, risks, and recommended next steps.

Structured reforecasts that reset expectations based on actual performance and changing business conditions.

A recommended chart of accounts for SaaS companies, featuring example revenue, cost of revenue, operating expense, and balance sheet accounts commonly used by subscription businesses.

A clear view of KPIs, trends, and business performance without digging through disconnected spreadsheets.

Consolidates your back office into a single, strategic system that acts as the operational engine for your growth.

A free Excel toolkit designed to help businesses track vendors, collect W-9s, manage 1099-NEC and 1099-MISC reporting, and monitor IRS filing deadlines for year-end reporting.

Inventory management and supply chain software designed to automate inventory processes and integrate with other business programs.