Built for Startups.
Delivered Like a Finance Team.

Give your startup the financial foundation it needs to scale.

Every engagement is tailored to the specific stage, complexity, and goals of your business.

How Series K Supports Your Business

Bookkeeping & Month End Close

Accurate books are the foundation everything else is built on. Series K delivers GAAP-compliant bookkeeping and a structured month-end close process so your financials are always accurate, current, and ready to support the decisions your business needs to make.

Financial Operations

Clean financials require the right systems, controls, and processes. From the tools your team uses to the controls your auditors will review, Series K builds the operational foundation that keeps your startup financially sound at every stage of growth (e.g. AP/AR workflows, expense management, etc.).

CFO Services

We give founders the financial visibility they need to make confident decisions, manage runway, and walk into every investor conversation prepared. Cash flow visibility, forward-looking forecasts, and investor-ready reporting that is built for founders who need to know where they stand today and where they are going next.

Book A Consultation

Our Process

01. Start the Conversation

Schedule a free consultation so we can learn about your business, where you are, and what you need.

02. Get A Custom Proposal

We put together a tailored scope of work and engagement letter built around your specific stage and goals.

03. Onboard Data

We get access and start building the financial infrastructure your business needs to operate cleanly.

Frequently Asked Questions

  • Series K works with seed-to-Series B startups on a monthly retainer model. Our clients are founder-led companies with growing financial complexity that have outgrown their current financial support and need a senior financial partner in their corner.

  • Series K operates on a monthly retainer model with pricing tailored to the specific stage, complexity, and needs of your business.

  • Series K operates on a monthly retainer rather than hourly billing. That means you always know what to expect, there are no surprise invoices, and the relationship is built around consistent, ongoing support rather than one-off engagements.

  • No. Series K is a fully virtual, nationwide practice. We work with founders across the country and are built to deliver the same high-touch experience regardless of your location.

  • Series K brings CPA-level technical depth and CFO-level strategic thinking to every engagement.

  • Series K works with QuickBooks Online as its primary accounting platform. If your startup is using a different system, we are happy to discuss what the right setup looks like for your business during the initial consultation.

The financial foundation your startup needs to grow, raise, and operate with clarity starts here.

Schedule a Free Consultation