Business Details
Trusted Accounting & Financial Solutions for Startups
Founded on the principle that financial clarity empowers growth, Achieve Accounting has become a trusted partner for startups and early-stage companies nationwide. With over 20 years of experience in financial operations, particularly in biotech, our founder Kathy Zou recognized the unique challenges faced by high-growth businesses and established Achieve Accounting to provide tailored, high-integrity solutions. Our team combines big-firm expertise with small-firm care, delivering scalable accounting processes, investor-ready reporting, and strategic financial guidance. We specialize in helping companies maintain audit and tax readiness while offering proactive insights for scaling operations. Our services span bookkeeping, financial planning, audit preparation, and compliance support, all designed to reduce financial risk and improve cash flow visibility.By acting as an extension of our clients' teams, we enable founders and CFOs to focus on innovation while we handle complex accounting demands. Our proven track record includes supporting companies from early-stage ventures to fast-scaling enterprises, consistently delivering reduced financial risk and enhanced decision-making capabilities. Holding a Master of Science in Accountancy and an MBA in Finance, along with CPA certification, our leadership brings both academic rigor and practical industry experience to every engagement. For businesses seeking to transform financial complexity into strategic advantage, Achieve Accounting provides the structure, expertise, and forward-thinking support needed to thrive in competitive markets.
Services
Outsourced Accounting
Financial Consulting
Audit Support
Tax Preparation
Strategic Planning
Bookkeeping Services
Cash Flow Management
Equity Management
Internal Controls
FP&A Services
Highlights and features
- We offer 20+ years of financial operations experience in biotech and tech industries
- Our team provides tailored accounting solutions specifically for high-growth startups
- We combine big-firm expertise with personalized, small-firm attention
- Our services include investor-ready reporting and audit preparation support
- We implement scalable financial processes that evolve with business growth
Associations and certifications
- CPA (Certified Public Accountant)
Services
Outsourced Accounting
Our outsourced accounting solutions provide startups with comprehensive financial management, including bookkeeping, payroll processing, and month-end closing. We implement scalable infrastructure and internal controls to ensure accurate financial reporting while adapting to business growth. Our team handles complex accounting tasks, allowing founders to focus on core operations while maintaining investor readiness.
Financial Consulting
We deliver strategic financial planning and analysis services tailored for high-growth companies, including cash flow forecasting, budgeting, and scenario modeling. Our consulting helps businesses optimize financial operations, improve runway projections, and create board-ready financial presentations that support fundraising efforts and strategic decision-making.
Audit Preparation
Our audit preparation services include developing audit-ready policies, organizing documentation, and managing auditor communications. We ensure compliance with accounting standards, prepare financial adjustments, and implement internal controls to streamline the audit process for startups and scaling companies.
Tax Compliance
We provide comprehensive tax support including R&D credit assistance, tax return reviews, and regulatory compliance management. Our team coordinates with tax advisors to ensure accurate financial reporting and helps businesses navigate complex tax requirements during growth phases.
Equity Management
Our equity management services include Carta integration, stock option administration, and equity transaction tracking. We help startups maintain accurate capitalization records, ensure compliance with equity regulations, and provide clear reporting for investor relations and fundraising activities.
People
Kathy Zou
Founder & CPA
Kathy Zou is the founder of Achieve Accounting with 20+ years of financial leadership experience in biotech and tech industries. She holds a Master of Science in Accountancy, an MBA in Finance, and CPA certification. Kathy specializes in helping startups build scalable financial infrastructure and navigate complex accounting challenges.
Questions
What industries does Achieve Accounting specialize in?
We specialize in serving biotech and tech startups, with deep expertise in handling complex financial needs of high-growth companies across various sectors.
How does Achieve Accounting support startup growth?
We provide scalable accounting processes, investor-ready reporting, and strategic financial insights to help startups manage cash flow, prepare for audits, and make data-driven decisions.
What accounting services do you offer for fundraising preparation?
We offer SOX and SEC reporting support, audit-ready policies, internal controls implementation, and financial statement preparation to ensure your company is investor-ready.
How do you handle audit and tax season for clients?
We manage PBC list preparation, document organization, auditor communication, financial adjustments, and R&D credit support to streamline audit and tax processes.
What financial planning tools do you provide?
We offer burn rate forecasting, cash flow modeling, budgeting for growth milestones, and board deck preparation to help companies extend runway and manage financial strategy.
