Course Overview
Startups and digital-first companies move fast—and so should their accountants. This course is built specifically for accountants, bookkeepers, and CPAs who want to serve the modern economy: startups, SaaS platforms, eCommerce brands, and creative agencies.
You’ll learn the essentials of startup business models, how to tailor accounting practices for recurring revenue and digital payments, and how to offer strategic advisory services like forecasting, KPI reporting, and fundraising prep.
Whether you’re looking to niche down, upgrade your firm’s offerings, or move from compliance to strategy, this course gives you the playbook to thrive in the startup world.
What You’ll Learn
- How to understand and support the unique financial needs of startups
- Accounting principles tailored for SaaS, eCommerce, and subscription businesses
- Tools and integrations for modern accounting workflows (Stripe, QBO, Shopify, Ramp, etc.)
- KPI tracking and reporting for founders and investors
- How to package and price your services as a startup-focused accountant
- Strategies for becoming a trusted advisor and virtual CFO