1. Requirements, Experiences and Skills

  • Bookkeeping & Transaction Recording
    Daily tracking of income, expenses, and capital contributions.
  • Financial Reporting
    Preparation of monthly/quarterly financial statements (P&L, balance sheet, cash flow).
  • Tax Compliance & Planning
    Entity‐level income tax filings, sales/use tax, payroll tax, and R&D tax credit studies.
  • Payroll & Benefits Administration
    Payroll processing, benefits withholding, contractor 1099s.
  • Budgeting & Cash‐Flow Forecasting
    Support for modeling burn rate, runway, and fundraising scenarios.
  • Accounting Policy & Controls
    Chart of accounts design, expense approval workflows, internal controls.

2. Accountant Qualifications & Expertise

  • Professional Credentials
    CPA (Certified Public Accountant) or at minimum a strong background in public accounting.
  • Startup & Tech Experience
    Familiarity with early‐stage companies and funding transactions (SAFE, convertible notes, equity rounds).
  • GAAP & ASC 606 Knowledge
    Understanding of revenue recognition standards, capitalization of software development costs, and R&D expense treatment.
  • Software Proficiency
    Prefered with cloud accounting platforms like QuickBooks Online, Xero, or NetSuite; integration with Stripe, Gusto, Carta, etc.

3. Engagement Model & Fees

  • Billing Structure
    Hourly rates vs. fixed‐fee monthly retainer vs. project‑based (e.g., year‑end close).
  • Scope Clarity
    Specify which services are included (bookkeeping vs. full CFO support vs. tax only).
  • Budget Alignment
    Ensure fees align with your runway; some firms offer “startup packages” or deferred billing.

4. Compliance & Jurisdiction

  • State and Federal Filings
    Tax registrations, quarterly payroll filings, annual reports in your state of incorporation.
  • Industry‐Specific Requirements
    If you handle health or financial data, ensure the accountant understands any industry compliance (e.g., SOC 1/SOC 2 related disclosure support).

5. Systems & Processes

  • Chart of Accounts Design
    Tailored to track R&D, grants, investor capital, and operating expenses separately.
  • Automation & Integrations
    Connect your accounting software with bank feeds, payment processors, and expense‐management tools (e.g., Expensify).
  • Document Management
    A shared, secure repository for invoices, receipts, cap table updates, and tax documents.

6. Communication & Deliverables

  • Regular Cadence
    Agree on monthly close dates, reporting deadlines, and check‑in meetings.
  • Point of Contact
    Define who handles day‑to‑day questions vs. escalation to a senior partner or virtual CFO.
  • KPIs & Dashboards
    Reporting on burn rate, headcount costs, gross margin, and other metrics critical for board updates and fundraising.

7. Preparation for Onboarding

  • Organizational Documents
    Entity formation docs, capitalization table, previous year’s tax returns (if any).
  • Bank & Payment Access
    Read‑only banking logins, credit‑card statements, payment‑processor reports.
  • Expense Policies
    Reimbursement guidelines, travel policies, and approval thresholds.

Full-Time Salary Range: $100K – $300K depends on experience.
Plus; Stock options:


Benefits
Dental insurance
Health insurance
Vision insurance


Location:
San Francisco Bay Area

Submit Application at;
https://aisystemgloble.com/resume-submission/