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Applying to accelerators or pitching VCs is a pivotal moment for startups. 🌱 One of the most overlooked yet crucial factors is your bookkeeping readiness. Investors want to see clean, reliable financial data before saying yes.
This checklist will guide you through what you need to prepare so you can focus on scaling, knowing your books are investor-ready.
📊 Up-to-date financial statements: Profit & Loss, Balance Sheet, Cash Flow
🏦 Bank statements: Last 3-6 months reconciled
📄 Cap table and shareholder agreements: Clear records of equity and ownership
🧾 Tax returns and filings: All required federal, state, and local taxes paid and documented
📑 Contracts and invoices: Proof of major revenue and expense transactions
💸 Expense tracking: Detailed breakdown of operational, payroll, and R&D expenses
Before submitting your application, audit your financial records against this checklist.
Small mistakes can derail the process or lengthen review times.
❓ Unsure if you’re missing something? Reach out to Lazo’s bookkeeping experts for a pre-application review.
🔄 Reconcile all bank and credit card accounts
☁️ Organize receipts and invoices digitally using cloud storage
👥 Review payroll records and benefits compliance
📈 Confirm that your accounting method aligns with investor expectations (usually accrual)
📉 Prepare a budget forecast and cash runway report
📝 Document any loans, convertible notes, or SAFE agreements
Accelerators and VCs assess risk — having your bookkeeping in order lowers perceived risk and speeds up due diligence.
It also allows you to confidently answer financial questions during pitch meetings.
💡 Pro Tip: Clean, transparent bookkeeping demonstrates you're ready for growth and serious about scaling. Investors notice.
Our team can perform a bookkeeping health check and help you fill any gaps before applying.
Plus, our AI-driven platform automates ongoing bookkeeping so you stay investor-ready at all times.
Don’t let bookkeeping slow you down.
✅ Book a consultation with Lazo’s experts today and get a tailored checklist and action plan for your startup.
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