Accounting, Finance & Tax, for Startups

We love working with interesting new startups and passionate founders/operators. Feel free to reach out to us as we are very consultative in nature and happy to share some advice. Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm built to help startup and high growth companies scale efficiently and sustainably.

Min project size
Undisclosed
Hourly rate
Undisclosed
Employees
50 - 249
Locations
New York, NY
Year founded
Founded 2016
Languages

No have been added yet...

Pricing Snapshot

Min. project size Undisclosed

Avg. hourly rate Undisclosed

Rating for cost 4.8 /5

What Clients Have Said

Clients praise Graphite for their good value for cost, with specific project investments ranging from $15,000 to $100,000. They consistently deliver timely, reliable services across various accounting functions, making them a strong choice for startups and growing companies.

This summary is based on verified Clutch reviews.

Most Common Project Size

$10,000 - $49,999 based on 5 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Graphite Review Insights

Overall Review Rating

5.0

Quality 4.9
Schedule 4.9
Cost 4.8
Willing to Refer 5.0

Top Mentions

Review Highlights

Room for Critical Feedback

While performance is generally praised, one client mentioned the potential for Graphite to be more critical in evaluating future forecasts, suggesting an area for improvement in proactive advisory services.
Timely and Reliable Deliverables

Clients consistently praise Graphite for delivering services on time. Their ability to meet deadlines and provide accurate financial reports is a common highlight, contributing to their reputation for reliability.
Seamless Project Management

Graphite’s project management skills are highlighted as efficient and seamless, with clients valuing the autonomy and trust in Graphite to handle tasks without needing constant oversight.
Industry-Specific Knowledge

Graphite's familiarity with various industries, especially startups and consumer packaged goods, is a significant asset. Clients appreciate their tailored approach and understanding of specific business needs.
High Client Satisfaction

Clients express high satisfaction with Graphite's services, often noting that the company meets or exceeds expectations in accounting and financial management tasks.
Strong Accounting Expertise

Graphite consistently demonstrates strong accounting and financial management expertise. Clients appreciate their ability to handle complex tasks like bookkeeping, tax preparation, and financial modeling with precision and reliability.

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Graphite Reviews

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Accounting Fractional CFO Services
Confidential
Jan. 2023 - Ongoing

5.0

Quality: 4.5

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They're very easy to communicate with, great with details, and on-time with their deliverables."

Jan 14, 2025

GM, Rasa

Erik Sirnes

Food & Beverage
Boulder, Colorado
1-10 Employees
Online Review
Verified

Graphite provides accounting services for a brewed products company. The team manages weekly invoice reconciliation and bill payments, monthly accounting close, and financial modeling.

Graphite has helped the client pay their bills on time and close their books accurately. The team is highly proactive from a workflow standpoint, and internal stakeholders are particularly impressed with the service provider's industry knowledge and business acumen.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the General Manager of Rasa

Describe what your company does in a single sentence.

Rasa is an instant daily brew product line enhanced with unique adaptogen herbs that provide noticeable effects.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Graphite to accomplish?

Accounting and monthly end close
Financial Modeling

SOLUTION

How did you find Graphite?

Online Search

Why did you select Graphite over others?

Pricing fit our budget
Good value for cost
CPG experience

How many teammates from Graphite were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Graphite Financial has been serving as our Accounting and Finance partner since June 2023. They manage weekly invoice reconciliation and bill pay, monthly accounting close and financial modeling, as well as ad-hoc needs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Bills are paid on time, books are closed accurately and on time and we can use the financial model for future planning.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They're very easy to communicate with, great with details, and on-time with their deliverables

What was your primary form of communication with Graphite?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

CPG experience and their familiarity with our business and products.

Are there any areas for improvement or something Graphite could have done differently?

We always welcome them to be more critical of our future forecasts

RATINGS

5.0

"We are very happy with Graphite"

Accounting
$50,000 to $199,999
Jan. 2018 - Ongoing

5.0

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

“They’re good at what they do and are very reliable.”

Jan 7, 2021

Founder, Food Startup

Anonymous

Other industries
Los Angeles, California
1-10 Employees
Phone Interview
Verified

Graphite - Accounting for Startups manages bookkeeping, tax preparation, and accounts payable for a food production startup.

Graphite - Accounting for Startups’ work allows the client to focus on their business. As a result, the client is very happy with their work. They communicate clearly and are very responsive, which ensures that everything runs smoothly.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the founder and CEO of a digital native B2C pantry essentials company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Graphite - Accounting for Startups?

We hired them for accounting and finance when we started the company.

SOLUTION

What was the scope of their involvement?

Graphite - Accounting for Startups manages bookkeeping, tax preparation, and accounts payable.

What is the team composition?

We usually have 1–2 people working on our account.

How did you come to work with Graphite - Accounting for Startups?

I heard great things about them from other entrepreneurs.

How much have you invested with them?

We’ve spent between $50,000–$100,000.

What is the status of this engagement?

We started working with them in January 2018 and our partnership is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re thrilled with their work. Since bringing them on board, I don’t have to worry about our accounting. They help us run efficiently.

How did Graphite - Accounting for Startups perform from a project management standpoint?

Communication is very straightforward, which is very helpful. We use email and spreadsheets to keep everything in order.

What did you find most impressive about them?

They’re always willing to jump on a call if we need to talk through something. They’re good at what they do and are very reliable.

Are there any areas they could improve?

I don’t think there’s anything they need to improve.

Do you have any advice for potential customers?

New clients should communicate openly with them. They should be able to leverage Graphite – Accounting for Startups for what they need. Their team is very flexible.

RATINGS

5.0

Accounting
$10,000 to $49,999
Sep. 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 5.0

"The team is incredibly experienced and responsive."

Dec 7, 2020

COO, Rebel Ventures

Patrick Yee

Other industries
New York City, New York
11-50 Employees
Phone Interview
Verified

A marketing agency hired Graphite – Accounting for Startups for accounting and HR support. The team manages all of the client's financial bookkeeping. They also help with benefits and plans for employees.

The team at Graphite – Accounting for Startups delivers a high-quality service. Their team is full of hardworking, reliable, and communicative people. Customers can expect a dependable service working with their personable and friendly team.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of Rebel Ventures, a marketing agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Graphite – Accounting for Startups?

Graphite –Accounting for Startups is filling a need we had internally. We were looking for dependable closes of our monthly accounting books. It was a mix of both accounting and bookkeeping support, along with basic finance and HR support functions.

SOLUTION

What was the scope of their involvement?

Their team is doing our bookkeeping. They’re managing our general ledger, accounts receivable, and account payable services. They’re dealing with our customers and vendors.

They’re managing our cash position and debt position, keeping us up to date on our liquidity. They’re also sharpening most of our employee benefits and exploring 401K plans for our employees.

They’ve also reviewed our books from previous years and making a note of anything that looks unexpected. In the future, they’re going to be working with us on new business planning, pipeline planning, and client level profitability reports.

What is the team composition?

I’m working with two people – an account lead and a day-to-day bookkeeper.

How did you come to work with Graphite – Accounting for Startups?

One of the investment funds we worked with in the past referred them to us.

How much have you invested with them?

We’ve spent around $20,000 so far.

What is the status of this engagement?

Our engagement with their team started in September 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The quality of the work is extremely high. Along with being great communicators, their team is dependable. They’re diligent, responsible, and reliable. Their team also has a great sense of humor.

How did Graphite – Accounting for Startups perform from a project management standpoint?

Along with a weekly meeting, we keep track of everything through Google Docs.

What did you find most impressive about them?

The team is incredibly experienced and responsive. They’ve handled a lot of situations.

Are there any areas they could improve?

No, not really. I don’t have any constructive criticism for them.

Do you have any advice for potential customers?

It’s good if you know what you need. They might not be the best fit if you’re figuring out what your needs are.

RATINGS

5.0

Accounting
$10,000 to $49,999
May 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They're not just a general accountant that doesn't understand our business — they get us and get things done."

Dec 4, 2020

CEO, Finmark

Rami Essaid

Other industries
Arlington, Virginia
11-50 Employees
Phone Interview
Verified

Graphite - Accounting for Startups handles accounting and bookkeeping efforts for a fintech startup. It involves taking care of the client's payroll, reconciliation, tax preparation, and more.

Since Graphite - Accounting for Startups took over the client's project, they've been doing a great job. The company trusts the team to deliver on their requests. What stands out the most is their understanding of startups, which helps them to provide excellent service.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Finmark, a startup that provides financial planning software.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Graphite - Accounting for Startups?

I hired them to keep our books up to date and I essentially outsourced all of my accounting needs to Graphite - Accounting for Startups .

SOLUTION

What was the scope of their involvement?

They handle our bookkeeping, accounts payable (AP), payroll, reconciliation, and more. The team also does tax preparation for us and they collaborate with us on planning. We’re a brand new business so 2020 is the first year they’re going to file our taxes for us.

What is the team composition?

They provide a team depending on the service we require. One person is mainly responsible for AP. Another person runs payroll, bookkeeping, and reconciliation.

How did you come to work with Graphite - Accounting for Startups?

We conducted a bidding process and received bids from a couple of different firms, but I found that I could trust Graphite - Accounting for Startups the most. I’ve used them in my past company and I completely outsourced all our accounting to them. Most importantly, they had the most favorable terms.

How much have you invested with them?

We’ve probably spent around $15,000.

What is the status of this engagement?

We started working with them in May 2020, and the work is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

It’s nice to not have to think about things and so far we’ve not had any issues with their services.

How did Graphite - Accounting for Startups perform from a project management standpoint?

I don’t know what tools they use on their end and I think that’s one of the things I like the most, I don’t have to manage the project with them. I give them something and they get it done. There’s a trust factor between us where I know they can follow my requests.

I can set up a process once and never have to worry about it again — in reality, 'how often do people talk to their accountants?' I think most of us never do. We mostly communicate with Graphite - Accounting for Startups through emails and we also have periodic phone calls.

What did you find most impressive about them?

To be specific, they understand startups and that’s super helpful. They’re not just a general accountant that doesn’t understand our business — they get us and get things done.

Are there any areas they could improve?

Not really, I don’t think they have any areas they could improve.

Do you have any advice for potential customers?

Build processes and handoff things. If you try to overly manage it, you won’t get the value of it. I think the best value out of this is that I get time back. I don’t have to think about things. The more mundane that you can let go of, I think the better off you will be. As a company, you can focus on more value-added stuff. Above all, look for ways to not overly monitor and figure out ways that you can just set up a process.

RATINGS

5.0

Accounting Finance & Accounting Outsourcing (FAO)
Confidential
Jan. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They are always timely and communicative."

Jan 18, 2025

CEO, Financial Data Platform

Anonymous

Other industries
New York City, New York
11-50 Employees
Online Review
Verified

Graphite provides accounting services for a financial data platform. Their tasks include closing the books, handling accounts receivable collections, and billing.

Thanks to Graphite's work, the client has systems, processes, and procedures in place that prepare them for investors and audits. The team is timely, communicative, and collaborative. Moreover, their knowledge and expertise impress the client.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of a software company

Describe what your company does in a single sentence.

Blue Onion is the leading clean financial data platform and subledger built specifically for commerce and retail merchants.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Graphite to accomplish?

Handle our accounting function

SOLUTION

How did you find Graphite?

Referral

Why did you select Graphite over others?

High ratings
Great culture fit
Good value for cost

How many teammates from Graphite were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Closing the books and AR collections and billing

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Putting in place systems, processes and procedures that would get us investor and audit ready

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We love working with the Graphite team. They are always timely and communicative.

What was your primary form of communication with Graphite?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

The people are great and extremely knowledgable

Are there any areas for improvement or something Graphite could have done differently?

None

RATINGS

5.0

Accounting Finance & Accounting Outsourcing (FAO) Fractional CFO Services
Confidential
Jan. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The Graphite team is kind, thoughtful, and exceptional at accounting and finance."

Jan 14, 2025

Head of Finance, Rillet

Stephen Hedlund

Other industries
New York City, New York
11-50 Employees
Online Review
Verified

Graphite provides accounting services for an accounting platform. The team manages the client's books, investor reporting, model building, and miscellaneous CFO tasks.

Graphite delivers quality work on time. The team quickly learns the client's business and provides what the client needs. They communicate clearly and are kind and thoughtful. Graphite is exceptional at accounting and finance. As a result, the client highly recommends the team.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Head of Finance of Rillet

Describe what your company does in a single sentence.

Rillet is the next-gen accounting platform for high growth companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Graphite to accomplish?

Manage books
Investor reporting
Frac CFO

SOLUTION

How did you find Graphite?

Online Search
Referral

Why did you select Graphite over others?

High ratings
Pricing fit our budget
Great culture fit
Referred to me
Company values aligned

How many teammates from Graphite were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Close books
Investor reporting
Model building
Frac CFO miscellaneous

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Deliverables were on time and of quality in that I did not have to ask for rework. They quickly learned the ins and outs of my business and were able to provide what I needed. The Graphite team is kind, thoughtful, and exceptional at accounting and finance.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Deliverables were on time and any potential delays were clearly communicated in advance.

What was your primary form of communication with Graphite?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Graphite has worked with so many different businesses so they always had a quality recommendation for me based on my unique scenario. I could rely on their advise and guidance for accounting items like revenue recognition and board reporting.

Are there any areas for improvement or something Graphite could have done differently?

Honestly none that come to mind. Would recommend the team to anyone without hestitation.

RATINGS

5.0

Accounting
$10,000 to $49,999
Jan. 2023 - Ongoing

5.0

Quality: 5.0

Schedule: 4.5

Cost: 4.0

Willing to Refer: 5.0

"They always deliver on time and are very responsive to what we need."

Jan 14, 2025

CEO, Software Development Company

Anonymous

Other industries
Los Angeles, California
11-50 Employees
Online Review
Verified

Graphite provides accounting services for a software development company. The team is the client's outsourced accounting provider and is responsible for bookkeeping.

Graphite has closed the client's books accurately, meeting their expectations. The team's integrity stands out. Graphite delivers work on time and is responsive to the client's needs via email.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of a software development company.

Describe what your company does in a single sentence.

We build hardware and software for the bio-manufacturing industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Graphite to accomplish?

Financial discipline
Closing the books on time
Accountability

SOLUTION

How did you find Graphite?

Referral

Why did you select Graphite over others?

Worked with them before

How many teammates from Graphite were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We use Graphite as our outsourced Accounting function

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Closing the books on time, accurately

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They always deliver on time and are very responsive to what we need

What was your primary form of communication with Graphite?

Email or Messaging App

What did you find most impressive or unique about this company?

I've know the team for over a decade. High integrity people who deliver what the client needs.

Are there any areas for improvement or something Graphite could have done differently?

Not at this time.

RATINGS

5.0

Accounting
Less than $10,000
Aug. 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their efficiency in delivering what we need is impressive."

Dec 15, 2020

CEO, Dashbot

Andrew Hong

Other industries
San Francisco, California
1-10 Employees
Online Review
Verified

A chatbot analytics company hired Graphite - Accounting for Startups to provide accounting services. The team handles financial accounting work including invoice generation and PPP forgiveness process.

The company is in a much better position financially thanks to Graphite - Accounting for Startups' work. They communicate seamlessly and response time is quick. Customers can expect a helpful and effective team.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

Dashbot provides deep analytics for conversational interfaces such as chatbots & voice skills. I'm the CEO of the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Graphite - Accounting for Startups?

We hired Graphite to manage all of our accounting needs.

What were your goals for this engagement?

Monthly financial accounting & other financial/accounting duties (e.g. handle PPP forgiveness process, generate invoices, etc).

SOLUTION

How did you select Graphite - Accounting for Startups?

They are associated with ff Venture Capital, which I am a team member of.

Describe the engagement in detail.

They do our monthly financials, generate invoices, handle the PPP forgiveness process for us, and any other financial/accounting duties we need to delegate.

Describe their billing or cost structure.

Fixed payment per month.

What was the team composition?

I have around 3–5 team members I regularly interact with from their side.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

They've done a great job so far. The company is in a much better position financially thanks to their help and they have been very helpful with other duties that I need to delegate.

How effective was the workflow between your team and theirs?

Effective - communication is done through Slack or email and the response time is quick.

What did you find most impressive about this company?

Their efficiency in delivering what we need is impressive.

Are there any areas for improvement?

Not any so far.

RATINGS

5.0

Showing 1-8 of 8 Reviews

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Learn More

Verified Client Reviews: 8

Overall Review Rating: 5

Source: Clutch

Last Updated: January 18, 2025

Business Entity

Business Entity Name	Graphite Financial Group, LLC
Source	Delaware Division of Corporations
Jurisdiction of Formation	Delaware
Date of Formation	November 24, 2020
Status	Active
Last Updated	November 9, 2023
ID	4236991

Credit Report Results

International Credit Risk Assessment	Moderate Risk
Source	Creditsafe
Last Updated	January 1, 2022

Learn More About The Clutch Verification Process

Locations (2)

20 W 34th St New York, NY, United States 10118

41 - 49

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Graphite

Accounting, Finance & Tax, for Startups

1 Language that we service

2 Locations

Services

Focus

Industries

Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

Select a service to see pricing information

Reviews

Graphite Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Room for Critical Feedback

Timely and Reliable Deliverables

Seamless Project Management

Industry-Specific Knowledge

High Client Satisfaction

Strong Accounting Expertise

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