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CoastBridge Financial Services Pvt. Ltd.

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Bookkeeping for US startups

Investor-ready books from early stage onward, with a monthly close that keeps up as you grow.

Get your numbers right before anyone asks for them

Founders rarely have time for bookkeeping, and early mistakes compound. Mixed personal and business spending, unreconciled accounts and missing revenue records all surface at the worst moment: during fundraising, due diligence or tax season.

CoastBridge sets up a monthly bookkeeping and close process from the start. Every month your accounts are reconciled, expenses are categorized consistently, and you receive a profit and loss statement, balance sheet and cash flow statement you can share with your board or investors.

As you grow, we add what you need next, such as accrual accounting, deferred revenue schedules, or a rolling cash flow forecast so you always know your runway.

What's included

We agree the exact scope with you before work begins.

Monthly bookkeeping

Categorization of bank, card and payment activity, including Stripe and other revenue sources.

Reconciliations

Every bank, credit card and payment account reconciled each month.

Month-end close

Accruals, prepaids and payroll entries posted on a consistent schedule.

Financial statements

P&L, balance sheet and cash flow statement, with a short note on what changed.

Cash flow forecasting

A rolling projection of cash and runway built from your actuals.

Tax season support

Organized books and schedules your CPA can work from directly.

How it works

A clear start, then a dependable monthly rhythm.

  1. Discovery call

    We learn about your books, software and what you need.

  2. Proposal

    You receive a clear scope and a fixed quote.

  3. Onboarding

    You grant access to your systems and we review past records.

  4. Delivery

    Work is completed on schedule, with questions flagged clearly.

Why CoastBridge

US accounting experience

Our team is led by an accountant with 7+ years in accounting, most of it serving US clients.

Work done overnight

Our India-based team works during your night, so updates are ready each morning.

Documented processes

Written checklists and review steps keep quality consistent month to month.

Access you control

We work through user access you grant and can remove at any time.

Questions about startups

When should a startup outsource bookkeeping?

As early as possible. Setting up clean books from the beginning costs far less than cleaning them up later, especially before a fundraise.

Do you file our taxes?

No. CoastBridge is not a CPA firm. We prepare clean, reconciled books and supporting schedules, and work alongside your CPA, who files your returns.

Can you work with our existing tools?

Yes. We work in QuickBooks Online or Xero and connect with tools like Stripe, Ramp, Bill.com, Gusto and Rippling.

How is pricing set?

We quote a fixed monthly fee based on your transaction volume, number of accounts and the reports you need.

Ready to talk about your books?

Tell us what you need and we'll reply by email to set up a call.

Request a proposal