Business Details
Trusted Accounting Partner for Startups in San Diego
Achieve Accounting was founded to address the complex financial challenges faced by startups and early-stage companies. With over 20 years of experience in financial operations, particularly in biotech, our team delivers tailored accounting solutions that empower businesses to focus on growth. We combine big-firm expertise with small-firm care, offering scalable processes and investor-ready reporting. Our mission is to provide clarity, confidence, and strategic financial guidance through personalized service. We specialize in helping companies maintain compliance, prepare for audits, and make data-driven decisions. Our founder's background in leading financial transformations across public and private companies informs our approach to reducing financial risk and improving cash flow visibility.We serve clients nationwide, adapting to evolving needs as their businesses grow. Our services include outsourced accounting, strategic financial planning, and audit/tax support designed for high-growth environments. By streamlining accounting processes and strengthening reporting systems, we help clients stay ready for every opportunity. Our commitment to excellence is demonstrated through our track record of supporting companies from early-stage ventures to fast-scaling enterprises.
Services
Outsourced Accounting
Financial Consulting
Audit Support
Tax Preparation
Strategic Planning
Bookkeeping Services
Cash Flow Management
FP&A Services
SOX Reporting
Startup Accounting
Highlights and features
- We offer 20+ years of financial operations experience in biotech and tech industries
- Our team provides investor-ready reporting tailored for high-growth companies
- We implement scalable accounting systems that evolve with business growth
- Our CPA-led team ensures audit and tax compliance with proactive support
- We deliver strategic financial insights for improved cash flow management
Services
Outsourced Accounting
We provide comprehensive outsourced accounting solutions for startups, including bookkeeping, payroll, financial reporting, and month-end close processes. Our team ensures accurate financial records while implementing scalable systems that grow with your business. We specialize in preparing companies for audits and investor scrutiny through transparent financial management.
Strategic Financial Planning
Our strategic financial planning services help startups manage cash flow, create financial projections, and develop budgeting frameworks. We provide scenario modeling and runway forecasting to support informed decision-making. Our approach combines industry expertise with customized solutions for sustainable growth and investor readiness.
Audit Support
We offer comprehensive audit support including PBC list preparation, document management, and auditor communication. Our team ensures financial records meet regulatory requirements while implementing internal controls for audit readiness. We help companies maintain compliance through proactive documentation and reporting systems.
Tax Services
Our tax services include R&D credit support, tax return review, and preparation for tax audits. We work with tax advisors to ensure compliance while maximizing available credits. Our team provides documentation management and financial adjustments to streamline the tax process for growing companies.
FP&A Services
We deliver financial planning and analysis services including cash flow modeling, KPI tracking, and board deck preparation. Our FP&A solutions help startups extend runway, manage burn rates, and create investor-facing financial narratives that support growth objectives.
People
Kathy Zou
Founder & CPA
Kathy Zou is the founder of Achieve Accounting with 20+ years of financial operations experience. She specializes in biotech accounting and has helped numerous startups build financial foundations. Kathy holds a Master of Science in Accountancy, an MBA in Finance, and is a Certified Public Accountant.
Questions
What accounting services do you offer for startups?
We provide outsourced accounting, financial reporting, cash flow management, equity management, and audit preparation tailored for biotech and tech startups.
How do you help companies prepare for fundraising?
We build investor-ready financial systems, create accurate financial projections, and implement reporting structures that demonstrate compliance and growth potential.
What industries do you specialize in?
We specialize in serving biotech and tech startups, with deep expertise in handling complex financial requirements specific to these industries.
What makes your audit support different?
Our audit support includes proactive documentation preparation, auditor communication management, and implementation of audit-ready financial controls.
