No One Knows Startups Better: Tax Prep, Bookkeeping, & CFO Services

Get the tech-forward financial support your startup needs—save time, scale faster, and focus on growth.

Empower Your Startup: Smart Solutions for Growth Challenges

Modern CPA for Startups | R&D Credits & Tax
Simplify Early-Stage Finances

Challenge: Founders juggle product development, fundraising, and customer acquisition, leaving little time for day-to-day bookkeeping or complex tax filings.

Our Solution: Our startup bookkeeping services run on advanced tech, automatically categorizing expenses and tracking cash flow—so your financials stay organized and accurate without sacrificing your time.

Maximize R&D Credits & Tax Savings

Challenge: Overlooking research and development credits or mishandling compliance can lead to lost opportunities and strain your runway.

Our Solution: We specialize in identifying R&D tax credits and structuring proactive tax strategies for VC-backed startups, giving you extra cash to invest in your product and growth.

CPA vs. Tax Preparer—find out the average costs, benefits, and savings to help your small business thrive.
HR & Payroll Services in Duncanville, DeSoto, Cedar Hill
Scale Confidently with CFO Insights

Challenge: Rapid growth requires high-level financial oversight, but hiring a full-time CFO can be costly for a new startup.

Our Solution: Our fractional CFO services offer strategic forecasting, budget planning, and investor communication guidance—helping you scale efficiently at a fraction of the cost.

Empower Your Startup with a Full Finance Stack

Challenge: Disconnected software and scattered processes can slow decision-making and obscure your burn rate.

Our Solution: We integrate bookkeeping, tax prep, and payroll into cohesive systems, giving you streamlined data and the clarity needed to make quick, informed moves.

High-Growth Startup CPA | Tax & Finance Solutions

Why Startups Trust Us: Smarter Finances, Faster Growth

  1. 1
    Expertise in Startups
    We understand the unique challenges faced by early-stage and VC-backed companies—from SaaS to consumer brands—so you get tailored advice that fits your growth goals.
  2. 2
    Tech-Forward Efficiency
    Our cloud-based solutions automate daily tasks (invoicing, reconciliations, etc.), reducing manual errors and letting you focus on product-market fit and customer acquisition.
  3. 3
    Accurate & Timely Reporting
    Streamlined financial statements keep investors updated on your burn rate, and ensure you can make data-driven decisions with confidence.
  4. 4
    Personal Finance Expert
    Beyond day-to-day accounting, you’ll have access to a dedicated advisor who can guide you through fundraising, compliance hurdles, and scaling ops.
  5. 5
    Reliable Financial Processes
    Our tech-powered systems ensure seamless bookkeeping, accurate reporting, and tax compliance. With automated checks and expert oversight, you get audit-ready financials without the hassle.

Arianna T., SaaS Founder

Since partnering with SDO CPA, we’ve saved weeks on our monthly closes and now have real-time financial visibility. They genuinely understand startup challenges!

Lucas D., Startup COO

SDO CPA transformed how we handle bookkeeping and tax planning. Their tech-driven approach keeps us organized and prepared for investor conversations.

Ready to Streamline Your Startup Finances?

Talk to us about our Startup services, including fractional CFO, bookkeeping, payroll, and tax solutions—so you can focus on what you do best.