BOOK YOUR MATCHA CHAT

We know the startup journey is uncertain, and founders often lack access to high-quality financial advice. That’s why we’re offering free advisory Zooms.

These sessions are:

🍵 Zero Cost

🍵 Confidential

🍵 Founder-Only

🍵 No Strings Attached

You ask, we answer. Think of it as a warm, helpful CFO chat over coffee…..or matcha 😊.

To Be Clear, You Have Full Control

This is not a bait-and-switch campaign—we will NOT sell you Matcha services during the consultation or afterward. Also, you're welcome to return for more sessions.

If you're interested in working with us, please bring it up during the session, or you can reach out to us later via the Get In Touch button below. It’s completely up to you.

Questions That Came Up (But Anything Goes)

• How do I record accruals correctly so my books aren’t misleading?

• How do I manage recurring AP bills without double-paying?

• Am I running payroll correctly?

• What advice do you have for navigating benefits and insurance?

• What’s the best way to manage invoicing and collections?

• What should I be reconciling monthly? How do I catch errors early?

• When do I need to defer revenue, and how should I do it?

• What's the best way to track equity and understand my cap table?

• What are my federal/state/city compliance obligations?

• How do I comply with 1099 filings as we grow our vendor base?

• What makes an investor update or board deck useful?

• What do I need to do before getting a 409A valuation?

• Can you help me pick one of the CFO/VP Finance candidates?

• Can you give feedback on my pitch/board deck?

Important Note

These sessions are exclusively for active startup founders (and VCs). We thoroughly review every booking. 

If you misrepresent your identity or the reason for your booking, we will cancel the booking, and, if you slip through our filter, immediately terminate the live session.