Compare how the finance team will work inside your business
Graphite Financial and Burkland publish combinations of startup accounting and broader finance services. The decision is less about whether a service category appears on a website and more about the assigned team, operating cadence, and responsibilities in the proposal.
Describe the decisions and deadlines the team must support. A company preparing a board pack, hiring across locations, and revising its runway model may need several distinct workstreams. List the work already owned internally so the external scope has clear interfaces.
Service models at a glance
| Provider | Published service model | Scope to confirm |
|---|---|---|
| Graphite Financial | Integrated startup finance team | Accounting, FP&A, tax, payroll, and HR |
| Burkland | Fractional startup finance and operations | Accounting, tax, strategic finance, and CFO services |
References: Graphite Financial: published services; Burkland: published services
Examine the close-to-forecast workflow
Ask each candidate to show how approved monthly results feed the financial model. Identify who reviews the accounting, updates assumptions, explains variance, and prepares management commentary. Confirm the process for a correction after a report has been shared.
Use a missed sales target as the scenario. Ask which assumptions would be revisited and how cash timing, hiring, and commitments would be modeled. The quality of the explanation depends on transparent inputs and uncertainty, rather than the number of dashboards produced.
Scope operational work separately
Payroll, HR administration, accounting, tax, and strategic finance can require different permissions and expertise. Confirm which tasks the team performs and where management must approve an action. Define the owner of employee changes, payment approvals, filings, and source records.
Ask about staffing continuity and specialist escalation. A broad team can be valuable, but the proposal should identify who is available to your company and who handles exceptions. Request backup arrangements around board, payroll, and filing deadlines.
Compare an ordinary quarter and a transaction quarter
Price recurring services separately from cleanup, new models, fundraising support, additional entities, and exceptional reporting. Ask how revisions and urgent requests are charged. Include software and internal coordination effort in the budget.
Request a transition plan and usable exports for financial records, models, assumptions, and unresolved issues. Choose the team whose staffing and deliverables match the work you expect, including periods when the company needs more than its normal reporting routine.
Sources
Requirements and product details can change. Check the linked guidance for the facts that apply to your situation.
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General information, not personalized accounting, tax, legal, or investment advice. Have the appropriate qualified professional review decisions that depend on your circumstances.