Princeton Bookkeeping and CFO Support for Startups and Nassau Street Shops

Ideally before the first dollar comes in or the first employee is hired. Setting up the books correctly at the start costs far less than cleaning them up before a fundraising round. Even pre-revenue companies benefit from monthly reconciliation and a clear record of founder and investor contributions.

We can organize payroll, contractor and supply costs by project so your CPA or a specialized credit firm has the data needed to evaluate a research credit claim. We do not prepare the credit calculation or the return ourselves, but well-organized records make that work much faster and more accurate.

Yes. Grant-funded businesses must often track how each grant dollar is spent. We set up classes or separate accounts for each grant, produce spending reports by funder and keep documentation organized for reviews. Specific reporting requirements come from the grantor, so we follow their guidelines closely.

A bookkeeper records and reconciles what has already happened. A fractional CFO uses those records to plan what comes next: budgets, forecasts, pricing and fundraising strategy. Many Princeton clients start with bookkeeping and add CFO hours as the company grows.

Our team works daily in QuickBooks Online and helps clients set up, clean up and customize their files, including connecting payroll, payment and inventory apps. If your startup uses a different platform, tell us during the consultation. We will explain whether we can work inside it or recommend a sensible migration path for your stage of growth.