Business Details
Your Trusted Partner for Financial Solutions
Founded on the principle that financial clarity empowers growth, Achieve Accounting provides scalable accounting solutions tailored to startups and early-stage companies. With over 20 years of experience in financial operations, particularly in biotech, our team delivers strategic support that evolves with your business. We specialize in building investor-ready financial frameworks, ensuring compliance, and offering proactive insights to help high-growth companies navigate complex accounting demands.Our approach combines big-firm expertise with personalized attention, enabling clients to focus on innovation while we handle financial complexity. Backed by a Certified Public Accountant with advanced degrees in accounting and finance, we offer tailored services including outsourced accounting, financial planning, audit preparation, and tax support. Our mission is to provide the clarity, control, and confidence needed to scale with precision in fast-moving industries.
Services
Outsourced Accounting
Finance Consulting
Audit Support
Tax Preparation
Financial Planning
Bookkeeping Services
Cash Flow Management
Equity Management
Internal Controls
Board Reporting
Highlights and features
- We offer 20+ years of financial operations experience in biotech and tech sectors
- Our team provides tailored accounting solutions that scale with your business growth
- Certified Public Accountant with advanced degrees leads our compliance-focused approach
- Specialized investor-ready reporting and audit preparation services for startups
- Proactive financial forecasting and cash flow management to extend runway visibility
Services
Outsourced Accounting
We provide comprehensive outsourced accounting services tailored for high-growth startups. Our team handles day-to-day transactions, month-end closes, and audit preparations while implementing scalable financial processes. Specializing in biotech and tech sectors, we ensure compliance with evolving regulations and investor requirements through customized accounting solutions that grow with your business.
Financial Planning
Our strategic financial planning services help startups manage cash flow and extend runway visibility. We develop forecasting models, budgeting frameworks, and board-ready reporting packages that enable data-driven decision-making. By analyzing burn rates and creating scenario models, we help companies prepare for funding rounds and operational scaling while maintaining financial stability.
Audit Support
We specialize in audit and tax support services for growing companies. Our team organizes documentation, prepares PBC lists, and coordinates communication with auditors and tax advisors. We ensure accurate financial statements, proper footnote disclosures, and compliance with SOX and SEC reporting requirements while minimizing disruptions to your core business operations.
Tax Services
Our tax support services focus on maintaining compliance and optimizing financial outcomes. We prepare tax documentation, coordinate with external tax firms for R&D credits, and ensure accurate financial reporting. Our team helps clients navigate complex tax requirements while maintaining proper documentation for audits and investor due diligence processes.
Internal Controls
We implement robust internal controls and scalable financial infrastructure for growing companies. Our services include systems setup, policy development, and process optimization that ensure compliance while improving operational efficiency. By establishing strong financial governance frameworks, we help prevent errors and fraud while supporting sustainable business growth.
People
Kathy Zou
Founder & CPA
Certified Public Accountant with 20+ years of financial operations experience in biotech and tech sectors. Holds MBA and MSc degrees from San Diego State University. Former Controller for multiple organizations, specializing in financial transformations for high-growth startups.
Questions
What industries do you specialize in?
We specialize in serving biotech and tech startups, with deep expertise in financial operations for high-growth companies across these sectors.
How do you support companies during audit season?
We prepare PBC lists, organize documentation, coordinate with auditors, and ensure accurate financial statements with proper disclosures to streamline the audit process.
What accounting services do you provide for startups?
We offer bookkeeping, payroll, month-end close, equity management, financial reporting, and compliance services tailored to startups' evolving needs.
How do you help companies prepare for funding rounds?
We provide financial forecasting, runway analysis, investor-ready reporting, and board deck preparation to help startups demonstrate financial readiness to investors.
What makes your firm different from traditional accounting firms?
We combine big-firm expertise with personalized attention, focusing specifically on the unique financial challenges of high-growth startups and early-stage companies.
