GTX Founder Setup

One-time fee: $3,000
Client profile: Pre-seed or early-stage founders looking to build a rock-solid financial foundation for financial operations. No headaches, no researching tools. We’ve got you covered.

Why work with GTX Finance on this? 

There are literally hundreds of tools out there geared towards making accounting and finance easier for startups. We diligently track as many of them as we can to make sure that we are on top of the latest in AI, automation, integration and reporting. The stack that we implement for founders has changed over time and will continue to evolve as new tools emerge, but as of today, here’s what we recommend to get started:

 

Now that you have the blueprint, you are welcome to implement this yourself! That said, we know how to use these tools in our sleep. So please reach out if you’d like to save yourself the headache and have us take this off your plate. 

What’s Included

We handle the essential financial setup so you can focus on building your product, team, and vision. Here’s what we’ll get done:

Accounting

  • Set up and configure QuickBooks Online (QBO) for startup use

  • Create a clean chart of accounts optimized for SaaS, hardware, licensing, or your specific model

  • Set up monthly reporting views and workflows

Banking

  • Setup your Mercury account(s)

  • Connect accounts to QBO and Ramp

  • Organize sub-accounts if needed (e.g., revenue vs opex)

Payroll 

  • Onboard your company to Justworks for payroll, benefits, and compliance

  • Configure employee and contractor onboarding processes

  • Review and automate tax settings

  • You get a discount by working with us as a Justworks partner

  • Link to QBO for automated accounting

Bill Pay, Credit Cards & Expenses

  • Set up Ramp for bill payments, virtual cards, and expense management

  • Define approval flows and cardholder policies

  • Build a simple monthly close process with linked statements

  • Link to QBO. Most of your GL coding should take place in Ramp

Cap Table

  • Implement Pulley for cap table and 409A

  • Load founder equity, SAFEs, and option plan basics

  • Ensure you're ready for 409A and investor visibility

Timeline

  • Delivered in 7–10 business days

  • Includes a kickoff call, async updates, and a final walkthrough

  • Optional: you can retain us to perform the bookkeeping, post implementation for <$500/month for most startups