Tailored Financial and Advisory Solutions for Startups
From formation to financial operations, Adler Ezra & Associates helps startups launch with confidence, stay compliant, and scale with the right systems in place — right from day one.
At Adler Ezra & Associates, we know what it takes to build something from the ground up. Startups need more than accounting — they need structure, clarity, and expert support that evolves as the business grows. That’s where we come in.
Whether you’re just filing your LLC or navigating the complexities of your first year in business, our consultative approach helps you make smarter decisions — from day-to-day bookkeeping to long-term strategy. We help startups reduce risk, control cash flow, and put the financial infrastructure in place to grow with confidence.
Our Services for Startups
A Proven Process for Driving
Immediate Results
Business Formation & Entity Structuring
Start with the right foundation.
- Guidance on choosing the right entity (LLC, S-Corp, C-Corp).
- EIN registration and operating agreement assistance.
- Multi-founder equity structuring and partnership setup.
Financial Management and Reporting
Turn your financials into a tool, not a chore.
- Simple, scalable reporting for revenue, expenses, and margins.
- Budgeting and forecasting to plan for early-stage growth.
- Real-time visibility into cash flow and operational health.
Tax Planning and Compliance
Avoid costly mistakes early on.
- State and federal compliance tailored to your structure and industry.
- Quarterly estimated tax planning to prevent year-end surprises.
- Support for deductible startup costs, depreciation, and R&D tax credit eligibility.
Payroll, Contractor & Operations Support
Build operational confidence from the start.
- Full-service payroll for founders, employees, and contractors.
- Setup and integration of accounting software (QuickBooks, Gusto, etc.).
- Reimbursement tracking, vendor payments, and automated workflows.
Process & Systems Advisory
Set up for scale — not just survival.
- Recommendations for financial tech stacks and SOPs.
- Establish internal controls and approval processes.
- Guidance on bookkeeping workflows and monthly close best practices.
Industry Insights: Challenges We Address
1. Entity Confusion
Helping founders avoid legal and tax pitfalls by setting up the right business structure from the beginning.
2. Cash Flow Stress
Managing expenses, forecasting income, and extending runway — even before revenue is predictable.
3. Lack of Financial Visibility
Providing clear, timely, and actionable insights to support smarter decisions and sustainable growth.
Why Adler Ezra
& Associates?
Your Trusted Partner from Day One
Specialized Expertise:
We’ve guided dozens of startups across industries — from tech and services to manufacturing and eCommerce.
Tailored Solutions:
From formation to your first hire, every system we recommend is built to grow with you.
Proactive Approach:
We anticipate compliance needs, help prevent financial bottlenecks, and build systems that scale.
Proven Results:
We’ve helped startups avoid IRS penalties, build clean books, automate operations, and establish confidence in their financial systems.
How We’ve Helped Startup Clients
Supported a bootstrapped SaaS startup with full financial setup — including QuickBooks, payroll, and tax compliance — all before launch.
Helped a service-based founder transition from sole proprietorship to S-Corp, saving over $20,000 in taxes.
Created automated workflows and monthly reports for a growing product-based startup, reducing manual work by 70%.
Let’s Build a Smarter, Stronger Startup Together
Partner with Adler Ezra & Associates to set up your financial foundation, simplify operations, and make confident decisions from day one.
FAQ
1. Can you help us set up our business?
Yes — we assist with entity formation, EIN registration, partnership agreements, and all the essentials.
2. Do you work with startups that haven’t launched yet?
Absolutely. Many of our clients come to us during the planning stage so we can help them start clean and avoid early mistakes.
3. What tools do you support for accounting and payroll?
We work with QuickBooks, Gusto, Stripe, and other common platforms — and we’ll recommend what fits your needs and stage best.
4. Can you handle our taxes and filings?
Yes — we manage all state and federal compliance, estimated taxes, and startup-specific deductions.
