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    Trusteer Financial

    Get access to around-the-clock Finance, CFO, Accounting, and Tax services for your growing business.

  • Keeping up with your books doesn't need to be stressful.

  • We're a team of strategic finance and accounting operating

    executives focused on high growth companies.

    Early Stage

    Companies that are founder-owned and bootstrapped or in the formation, seed, or Series A stage seeking a fully functional outsourced finance team.

     

    Scale Stage

    Companies that have been funded and are rapidly scaling — where executives and finance teams need assistance with strategy and finance execution.

     

    Growth Stage

    Companies with an established user base and business model with momentum on earnings — on track for later stage funding or an M&A transaction.

     

  • $3B+ IN FUNDING

    Our clients have secured over three billion dollars in seed and venture funding; over half a billion in the past year alone. Top tier VCs trust our clients' books, and Trusteer knows how to prepare startups' financials for VC due diligence. Our clients know that they'll be ready for their next round.

    MONTHLY EXITS

    On average, one to two of our clients are acquired every month. Our team has experience producing accounting and tax due diligence requests for the biggest public companies. Every month we help founders navigate the most important transaction of their life.

    $5M CASH BURN SAVED

    Right now, our clients are saving almost $5M in cash expenses from our R&D tax credit work. Our startup tax experts know how to help startups navigate taxes to reduce their burn. Hundreds of funded startups trust us to deliver the right advice, on time, at a reasonable price.

  • About Us

  • We've been there.

    Our team yields from every corner of the finance world — bringing operational and analytical prowess to our work. This means we know what it's like to be in the trenches, but also get the big picture.

    We get stuff done.

    We're practitioners, not theorists. Unlike your typical 'consultants', we become part of the team — leveraging the latest technologies and devising smart strategies to set you up for success.

    We're nimble.

    Our model fits your needs, not the other way around. We can have a cross-functional team on the ground as soon as you need us, with the ability to scale-up (or down) as the engagement evolves.

    We're real people.

    Passion and positivity are in our DNA — sounds cheesy, but it's true. We bring this energy to our relationships, which makes working alongside us a pleasant experience. (So we hear.)

  • What We Offer

  • Finance & Accounting

     

    An experienced team providing monthly accounting for founders who want to get back to focusing on their business.

     

    Taxes

     

     

    Domestic & international tax compliance, including income & sales taxes and R&D credit studies.

     

    Equity Management

     

     

    409A Valuations and Cap Table Management solutions to manage your equity & stock options.

     

    Fund Accounting

     

     

    Helping GPs address monthly accounting, reporting, deal management, and LP communication.

     

  • Meet Our Team

  • Michael Gale

    Partner

    Deep Gujral

    Partner / Advisor

    Jenna Linville

    Leader - Accounting

    Hector Meza

    FP&A and Data Modeling

    Chiquita Quintor

    Senior Accountant

  • New York

    72 Madison Avenue, 11th Floor,
    New York, NY 10016

    San Francisco

    Boston

    235 Commonwealth Ave, Suite 1, Boston MA 02116

    Los Angeles

  • Partners

  • Case Studies

  • Interim CFO

    Raising capital or beginning hyper-growth? Our CFOs provide valuable guidance.

     

    Bookkeeping

    Professional CPAs & Automated Systems deliver books that you and your investors can trust.

     

    Financial Modeling

    We build financial models that have been used to close venture rounds with top investors.

     

    409A Valuation

    High speed, low-cost valuations for pricing stock options.

     

     

    Human Resources

    We'll help you set up essential HR and payroll systems so you can scale from 1-100 employees.

     

    Tax Compliance

    Yearly tax returns, ongoing tax & compliance for seed and venture funded companies.

     

    R&D Tax Credits

    Cut your burn with a R&D Tax Credit study.

     

     

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