You outgrew your bookkeeper. We're what comes next.
Accounting, controller, and CFO support for venture-backed startups — before the next board meeting, fundraise, or audit exposes the gaps.
Clean books. Clear runway. A real finance team, without hiring one in-house.
- 82%of founders we onboard say their bookkeeper isn't being proactive.
- 88%of founders lack a real financial strategy heading into their next round.
- 67%of founders wrestle with late or messy financials month after month.
- 63%of founders don't have a clear view of runway or burn until it's tight.
Finance is usually breaking before founders notice.
By the time a board member, investor, or auditor asks the question, it’s already a problem. Your bookkeeper may not be doing anything wrong — they may just not be built for where the company is going.
You may have outgrown your current setup if:
- Your books are always “almost done”
- You don’t trust your burn or runway number
- You’re prepping a fundraise and financials aren’t investor-ready
- You’re chasing your bookkeeper for answers
- Board reporting gets rebuilt manually every month
- You need CFO-level thinking, but not a full-time CFO
From first check to exit, your finance function should grow with you.
Punch gives you the foundation early, then adds the rigor as the stakes increase.
- Pre-Seed: Clean books from day one, basic reporting, and fewer expensive cleanups later.
- Seed: Monthly close, burn tracking, runway visibility, and board-ready financials.
- Series A and B: GAAP rigor, audit prep, KPI reporting, fundraise modeling, and fractional CFO support.
- Late Stage to Exit: M&A support, diligence packages, IPO-readiness planning, and a finance function built for scrutiny.
Accounting is the foundation. Financial clarity is the product.
Most outsourced firms stop at the books. We stay close enough to know what's happening — and give you the strategic finance to act on it.
Pick what you need now. Add more as the company grows.
ADDITIONAL SERVICES
Take it from founders who've been in your seat
From pre-seed to exit, across consumer, media, and SaaS.
Punch vs. the alternatives
Why founders move from Pilot (and the others) to Punch.
| Punch Financial | Pilot | Your Typical Bookkeeper | |
|---|---|---|---|
| Human-led accounting (not AI) | |||
| CFO strategy included | |||
| Fundraising & investor prep | |||
| AR / AP management included | |||
| Venture fund administration | |||
| Works with pre-seed startups | |||
| Scales with you to exit | |||
| No platform lock-in |
Let's get your finance function under control.
Most founders don't need a long consulting project. They need someone to look at the current setup, identify the gaps, and start fixing the parts that matter.
We assess the gaps
A working session on your business, books, close process, and what’s coming — fundraise, audit, board reporting.
We build your finance team
The right mix of bookkeeper, accountant, controller, and CFO support for your stage.
Clean books, clear strategy
Monthly close. Reliable reporting. Runway visibility. A team you can ask before the issue becomes urgent.
We get asked these a lot
Straight answers, no hedging. If your question isn't here, bring it to the consult call.
Ask one question: are they bringing issues to you, or are you always chasing them? If your books are late, your runway is unclear, your balance sheet is messy, or your investor reporting depends on you manually pulling numbers together, you have probably outgrown the current setup.
Most startups do not need a full-time CFO until later-stage growth. Before that, fractional CFO support usually makes more sense. You need CFO-level support when you are fundraising, building board reporting, managing burn, preparing for an audit, evaluating debt, or making strategic decisions that depend on accurate financials.
Pricing is fixed monthly and based on your stage, complexity, transaction volume, and level of CFO support. We scope it after reviewing your current setup.
Often, yes. Most companies that have outgrown their bookkeeper have some cleanup work. We identify what matters, prioritize the highest-risk issues, and clean things up without slowing down the current close.
Yes, if your books and systems are ready for it. We help prepare schedules, clean up financials, respond to PBC requests, and coordinate with the audit team.
Yes. Clients get direct access to the team, so questions do not disappear into a ticket queue.