Graphite Financial

Get reliable, timely financials and disciplined accounting processes to support confident decisions as your company grows.

Gain clearer visibility into performance and future financial needs to make informed decisions about hiring, spending, growth, and capital.

Keep tax filings and planning aligned with business decisions, manage compliance demands, and identify eligible tax credit opportunities.

Keep employees paid accurately and on time while managing payroll changes, compliance, and administrative work.

Build consistent people operations, manage HR risks, and help leaders stay focused on running the business.

Give portfolio companies access to financial operations expertise that helps strengthen back-office workflows and support growth.

Build a clearer accounting structure and improve reporting consistency with customizable templates, industry examples, and account-mapping resources.

Accounting and bookkeeping services

Graphite provides outsourced accounting and bookkeeping for venture-backed and growing companies. Its assigned accounting team supports day-to-day bookkeeping, general ledger management, reconciliations, structured month-end close, and financial reporting. Depending on the engagement, services can also include accounting cleanup and catch-up, revenue recognition support, audit support, accounts payable and receivable, bill pay, vendor bill management, customer invoicing, approvals, payment tracking, and collections coordination. Processes are designed to keep financials accurate, consistent, and useful as a company grows, while keeping bills and invoices moving and cash activity visible.

Category: Accounting Services

• Close The Books On A Predictable Schedule
  A disciplined close process helps leadership know when monthly numbers will be ready and reduces delays, rework, and last-minute pressure.
• Keep Books Accurate And Current
  Ongoing bookkeeping and general ledger support provide an organized foundation for reporting and help leadership understand the company's financial position.
• Verify Account Balances And Resolve Discrepancies
  Consistent reconciliations help keep account balances aligned with supporting records, surface issues, and strengthen the reliability of financial reporting.
• See Performance And Issues More Clearly
  Accurate, consistent reports give leadership a foundation for decision-making, planning, and understanding the company's financial position without repeatedly revisiting prior periods.
• Keep Vendor Bills Moving
  Graphite manages vendor bills through intake, approval, and payment so due dates stay visible, approvals progress, and payables remain organized.
• Send Timely, Detailed Invoices
  Customer invoices are issued with the timing and details needed to keep billing consistent and provide a clearer path from work completed to cash collected.
• See Cash Activity Clearly
  A clearer view of what is owed, what is paid, and what still needs action helps leadership understand cash movement without chasing updates.
• Correct Books And Strengthen The Reporting Foundation
  Cleanup and catch-up work helps bring financial records into better order and supports more consistent reporting going forward.
• Assign Clear Ownership To Accounting Work
  An assigned team provides ongoing ownership of included accounting responsibilities and can supplement existing staff when a company needs additional capacity or expertise.
• Route Items For Approval
  Defined workflows help bills and invoices reach the right people for review and approval, while making it clear which items still need action.
• Track Incoming Payments
  Incoming payments are recorded and matched cleanly, helping teams see paid and outstanding balances and identify items requiring follow-up.
• Follow Up On Receivables
  Structured follow-up and aging visibility help keep receivables moving and make outstanding invoices easier to identify and act on.
• Record Revenue More Accurately As Complexity Grows
  Structured revenue recognition support helps keep reporting accurate as business models, customer arrangements, and accounting requirements evolve.
• Prepare Records For Audits And Reviews
  Organized documentation, reconciliations, and reliable books provide a stronger foundation when financial records are reviewed.
• Maintain Organized Financial Records
  Organized, documented AP and AR activity makes it easier for accounting to close cleanly and maintain accurate financial records.
• Track Payables And Receivables More Reliably
  Additional support for payables, receivables, and bill pay can help companies manage these accounting responsibilities within their agreed service scope.

Finance & FP&A services

Graphite provides outsourced finance and FP&A support, including financial modeling, forecasting, reporting, analysis, and fractional CFO services. The team maintains models, connects operational data to financial forecasts, and helps leadership assess performance, cash needs, hiring capacity, and the financial impact of business decisions. Support can include budget-versus-actual reviews, KPI tracking, scenario planning, and strategic guidance for planning, fundraising, and growth.

• Plan With Current Forecasts
  Use forecasts that reflect actual performance and changing conditions to support clearer planning and reduce surprises.
• Maintain A Reliable Planning Model
  Keep financial assumptions current and connected so leadership can use a consistent model to plan and evaluate business decisions.
• Clarify Cash And Runway
  See burn, runway, cash flow, and capital needs more clearly when planning hiring, spending, and growth.
• Evaluate Decisions Before Committing
  Compare the financial implications of hiring, pricing, spending, and operational choices before decisions are made.
• Access Strategic Finance Guidance
  Receive strategic financial support for planning, board discussions, fundraising, and growth without building an internal finance department.
• Identify Budget Variances
  Review actual performance against the budget and understand key variances as part of a consistent monthly finance review.
• Track Key Performance Metrics
  See relevant KPIs and performance trends in organized reporting that helps leadership identify what is changing and where to focus.
• Assess Unit Economics And Profitability
  Use analysis of unit economics, margins, CAC/LTV, and profitability to get sharper answers to finance questions tied to business decisions.

Tax Advisory & Compliance

Graphite provides ongoing tax compliance and advisory for growing companies. The service manages federal and state filings, supports multi-state tax requirements, and offers guidance on tax considerations as business decisions take shape. Graphite also helps identify qualifying R&D activities, prepare supporting documentation, and manage related credit filings, while keeping tax planning and compliance connected to how the business operates.

• Manage Federal And State Filings
  Keep tax filings coordinated as the business grows, with support for federal and state requirements and corporate, federal, state, and local returns.
• Navigate Multi-State Tax Requirements
  Understand and address tax obligations across jurisdictions, including nexus, registrations, and state filing requirements as the business expands.
• Guide Tax-Aware Business Decisions
  Get tax guidance while evaluating business choices, helping leadership consider tax implications in decisions about hiring, expansion, entity changes, equity, and operations.
• Identify And Claim Eligible R&D Credits
  Assess potentially qualifying research and development activity, document it, and manage related filings to support claims for eligible R&D tax credits.
• Plan Around Entity And Tax Changes
  Evaluate tax considerations surrounding entity structure, ownership changes, transactions, and business operations as the company’s circumstances evolve.
• Keep Tax Support Active Year-Round
  Address tax questions and planning throughout the year, rather than limiting support to filing season, while keeping deadlines and compliance work visible.
• Handle Year-End Information Reporting
  Get support with year-end information reporting, including 1099s, as part of the tax compliance work described by Graphite.

Payroll services

Graphite provides a structured, fully managed payroll function for growing companies. The service includes scheduled and off-cycle payroll, employee and compensation changes, payroll taxes and deductions, multi-state support, employee payroll assistance, and year-end reporting. Documented workflows, changelogs, variance checks, and two-person reviews help keep payroll accurate and on schedule. Payroll operations are coordinated with the business and provide clean data for financial reporting.

• Run Payroll Accurately And On Schedule
  Scheduled and off-cycle payroll is handled with the timing and coordination required to keep employees paid correctly, including when pay changes or adjustments arise.
• Keep Employee And Pay Changes Organized
  A structured process helps ensure employee and compensation updates are reflected in payroll on time and do not get lost between systems, teams, or deadlines.
• Manage Taxes And Deductions With Care
  Managing payroll taxes, withholdings, benefits deductions, and adjustments helps keep payroll records and employee pay accurate while supporting compliance.
• Support Payroll Across Multiple States
  State requirements and withholding considerations are coordinated as teams expand across locations, helping businesses manage the added payroll complexity of a distributed workforce.
• Review Payroll Through Documented Controls
  Documented processes, change tracking, variance checks, and two-person reviews support accuracy and consistency as payroll volume and complexity increase.
• Stay Current On Filings And Forms
  Steady ownership of payroll filings, notices, corrections, and year-end forms helps keep deadlines visible and compliance work organized as the company grows.
• Answer Employee Payroll Questions
  Employees receive clear answers about pay and payroll timing without requiring leadership to manage every question.
• Connect Payroll Data To Financial Reporting
  Clean payroll data supports more consistent financial reporting and provides information for planning, forecasting, and business decisions.

Graphite HR Services

Graphite provides ongoing, fixed-fee HR support for growing companies, helping organize onboarding, employee changes, policies, documentation, compliance, and day-to-day people decisions. Its team can provide HR structure, guidance, and execution without requiring an internal HR function, or work alongside existing HR leaders. Graphite can also work within a client’s existing HR systems and processes and coordinate with its payroll team when employee changes affect payroll.

• Organize Employee Changes From Hire To Departure
  Clear processes and documentation help employee transitions move consistently from onboarding through role changes and departures.
• Guide Managers Through Sensitive People Decisions
  Leaders receive clear direction, judgment, documentation, and follow-through for employee situations and policy questions.
• Maintain Consistent, Defensible HR Processes
  Ongoing attention to documentation, compliance, and employee management practices helps address HR risks as the company and its requirements change.
• Keep HR Policies And Documents Current
  Maintained handbooks, policies, and HR materials provide a consistent reference for employee management decisions.
• Standardize People Operations As Teams Grow
  Structured workflows and tools help day-to-day HR work move predictably and give managers a consistent framework for employee processes.
• Apply Policies Consistently Across Teams
  A shared structure for employee decisions helps reduce inconsistent policy interpretation across managers and teams.
• Match HR Support To Your Organization
  Organizations can choose the level of guidance, execution, and strategic involvement they need, whether or not they already have an HR team.
• Work Within Existing HR Systems
  Support can fit the client’s current HR environment or help establish a stronger foundation with Graphite-managed templates and documentation.
• Align HR Changes With Payroll
  Internal coordination between HR and payroll helps keep employee status, compensation changes, terminations, and related information aligned.

Partner and Investor Programs

Graphite’s partner and investor program works with venture capital firms, accelerators, advisors, and founder networks to connect their clients and portfolio companies with financial operations support. Support spans accounting, finance, tax, payroll, HR, reporting, and strategic planning, helping growing companies build reliable back-office workflows and prepare for higher-stakes business moments. Fund partners’ portfolio companies also receive priority access to on-demand consultations.

• Strengthen Portfolio Operations
  Connect portfolio companies with support across accounting, finance, tax, payroll, and HR to help establish dependable financial operations and back-office workflows.
• Access Strategic Expertise
  Help founders access financial and operational guidance beyond basic bookkeeping, including models, KPIs, tax, HR, payroll, and planning.
• Improve Reporting Confidence
  Support accurate and timely reporting on the cadence partners prefer, helping them feel more confident in the numbers they receive.
• Get Priority Consultations
  Give portfolio companies priority access to on-demand consultations with Graphite as they address their business needs and goals.

Chart of Accounts Template & Example

A free, startup-friendly chart of accounts resource for Excel and Google Sheets. It includes recommended account structures, standardized account numbering, editable account categories, sample financial statements, and industry-specific examples for SaaS, ecommerce, and consumer products companies. A P&L mapping worksheet helps organize an existing chart of accounts into a cleaner reporting framework. The templates can be customized to match a company's accounting software, reporting needs, and operating model, and can support new system setup, bookkeeping cleanup, month-end reporting, financial statement preparation, budgeting, and forecasting.

• Create A Cleaner Account Structure
  Start with a recommended structure for organizing transactions and supporting more consistent financial reporting as your company grows.
• Edit And Share Workbooks
  Use the workbooks in Excel or Google Sheets, edit them to fit your accounting structure, and share them with your team.
• Apply SaaS Account Examples
  Refer to example accounts for revenue, cost of revenue, operating expenses, and balance sheet categories commonly used by subscription businesses.
• Apply Ecommerce And CPG Examples
  Use industry-specific account examples covering key categories such as inventory, cost of goods sold, merchant fees, and fulfillment.
• Customize Accounts For Your Business
  Adapt the account list to your company's accounting software, reporting needs, and operating model by adding, removing, or renaming accounts.
• Organize Existing Accounts
  Map an existing chart of accounts into a cleaner reporting framework using the included P&L mapping worksheet.
• Support Key Accounting Workflows
  Use the templates as a starting point for new accounting systems, account standardization, bookkeeping cleanup, month-end reporting, financial statement preparation, budgeting, and forecasting.
• Standardize Account Numbering
  Use standardized account numbering to establish a consistent framework for organizing accounts.
• Reference Sample Financial Statements
  Use sample financial statements as a reference when applying the account structures to financial reporting.