EdTech
End-to-end accounting support for a growing EdTech company
Took over accounting and bookkeeping for a New York EdTech startup managing institutional contracts, subscriptions, cash flow, and tax compliance.
Company in NYC
Management team
EdTech
01
The problem
- Subscription revenue was not being allocated cleanly across reporting periods.
- Burn-rate visibility was limited because expenses and inflows were not tracked in one operating view.
- Stripe, HubSpot, and spreadsheets created scattered finance data and delayed reporting.
- Federal and state tax compliance lacked a structured recurring process.
02
The engagement
- Introduced deferred revenue tracking in QuickBooks Online.
- Built cash-flow and burn-rate monitoring for operating expenses, payroll, vendors, and marketing spend.
- Centralized Stripe and HubSpot data into the accounting workflow.
- Set up a tax filing calendar and monthly compliance support.
03
Outcomes
- Subscription income was reported more accurately under GAAP.
- Management gained real-time clarity on runway and capital needs.
- Manual reconciliation time was reduced through system integration.
- Books and filings were prepared for investor diligence and statutory obligations.
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