Tailored Financial Services for the Speed of Growth

Government Contract accounting for tech startups
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With the speed of innovation cycles in AI, Software and Cleantech, it can feel like your window of opportunity can be measured in seconds.

We maximize this window by positioning the CEO and leadership team with the necessary information needed to make financial decisions with confidence.

We provide insight into the accounting and financial metrics that will secure funding, talent and – most importantly – more time to make your case to the market.

Richtr Financial Studio supports innovative tech companies with a lot to prove and not a lot of time to prove it. When it comes to optimizing the tax, finance and strategy landscape unique to your brave tech venture, we wrote the code.

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Helping AI, Software & Cleantech Innovators
Scale Their Company

  • Startup Accounting Packages
  • Positioning for Capital – Due Dil Prep & Support
  • Investor-Ready Proformas
  • Cashflow & Scale-up Planning
  • Accounting, Payroll & HR Lite Support
  • Fractional CFO Strategy
  • R&D Tax Credits (Incl. pre-revenue!)
  • Cap Table Integration
  • Board & Investor Reporting
  • Tax Planning & Prep
  • Real-time KPI Dashboards
  • Audit Prep & Management
  • Grant Accounting & Compliance (SBIR+)
  • Exit Prep & Support
  • ERP Guidance
DEVELOP A PLATFORM FOR GROWTH


Client Testimonials
AI, Software & Tech

GROW & SCALE WITH US


Turning Finance and Business
Administration into a Marketplace Edge

Accounting and CFO functions should all help rapid-growth innovators unleash their potential. Our charge is to be as dynamic and nimble as you are, engaging authentically to help your team grow faster and smarter.

How do the financials enable our plan for innovation? Where are the opportunities and risks now? Six months from now?

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We’ll engage with a stakeholder mindset to reduce the risk and drag of day-to-day management and analyze key junctures for maximum advantage in runway, compensation, taxes, funding rounds and beyond.

HOW CAN WE HELP YOU?

    Ania Camplin
    CPA & Partner

    James Graham, Founder & CEO of Richtr Financial Studio

    James Graham
    CEO & Founder, CPA, CGMA

    Maileen Flores, CPA & Partner at Richtr Financial Studio

    Maileen Flores
    CPA & Partner

    Affiliations

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    Case Study on how Richtr Financial Studio helped DataCapable position for growth mode

    Taming Startup Chaos &

    Positioning for Next Level Growth

    Background

    Fast-growing, distributed startup finds that vital expense, tax and reporting functions are turning into a liability

    Challenges

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    Manual payroll and invoices taking up founder’s time

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    Compliance exposure

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    Disorganized onboarding and payroll

    Solution

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    Quick integration, part of team in a few weeks

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    Pandemic funding guidance and management

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    Customized financial dashboard to see business’ “story in numbers”

    Results

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    Better understanding of gross margin, unit economics

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    Regulatory exposure, disorder solved

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    Thousands in savings, view to the future

    Fast-Growing Tech Company Quickly Outstrips Its Own Finance Admin, Compliance Capabilities

    DataCapable launched in 2012 (in the wake of Hurricane Sandy) when the founders saw a way to harness AI and human analysts to help more quickly interpret data and deliver key information to communities during disruptive events.

    The model quickly showed promise in terms of revenue, but with a distributed team of employees and vendors (and cofounders on opposite coasts), vital functions like payroll, taxes and compliance were proving to be a distraction to the founders and a drag on the organization.

    Richtr Financial Studios Engages Quickly to Bring Order and Structure

    Within weeks of the initial engagement, Richtr Financial Studio worked collaboratively with DataCapable founders to address tax milestones, eliminate compliance exposure, and bring structure to both employee and vendor onboarding and compensation. RFS also stepped in to manage the PPP loan process during the onset of COVID-19, saving the organization thousands of dollars.

    Boosting DataCapable to Next Stage

    Rote financial functions have been moved off of leadership’s desks. RFS has templated onboarding and compensation — as well as solving inflow/accounts payable bottlenecks.

    Now both teams use a customized financial dashboard to see the enterprise’s “story in numbers,” seeing and spotting obstacles to growth and planning for next-stage credibility that will attract critical investment rounds.

    Learn more about DataCapable

    LEARN MORE