Accounting, tax, and advisory services built for startups and growing businesses in the Bay Area. We translate complex financial questions into plain language so you can focus on building.
Schedule a ConsultationFrom monthly bookkeeping to fractional CFO engagements, we handle the financial backbone so you can focus on growth.
Monthly financial statements, bank reconciliation, and reporting that gives you a clear picture of where you stand.
Business and individual tax strategy, quarterly estimates, R&D credits, 83(b) elections, and QSBS planning.
Financial modeling, fundraising support, board reporting, and strategic finance guidance without a full-time hire.
Entity formation, Delaware structuring, cap table setup, and the financial foundations every early-stage company needs.
Get your books investor-ready with clean documentation, organized records, and confidence going into diligence.
QuickBooks and Xero configuration, chart of accounts design, payroll integration, and ongoing platform support.
We keep our client roster small on purpose. Every engagement gets senior attention, fast response times, and pricing you can predict.
During business hours, you hear back within four hours. No ticket queues, no phone trees.
Deliberately small roster so every client gets the attention they deserve.
Relationships built on trust, transparency, and results that compound over time.
Predictable retainers from $1,200 to $4,500/mo. No surprise invoices, ever.
Tivmark Advisory was founded in 2016 with a straightforward idea: early-stage founders deserve the same caliber of financial guidance that typically only Series C+ companies can afford.
After eight years at a Big Four firm specializing in emerging tech companies, our founder saw the gap firsthand. Startups were either overpaying for enterprise-level firms that didn't prioritize them, or cobbling together freelance bookkeepers and tax preparers with no strategic thread connecting the work.
Today, Tivmark serves roughly 90 active clients across the Bay Area, primarily seed-to-Series B startups alongside a handful of established professional firms. The practice has grown entirely through referrals, which we take as the strongest possible signal that the model works.
Whether you are raising your first round or just need someone to untangle your books, we are happy to chat.
1900 Embarcadero Road, Suite 210
Palo Alto, CA 94303
Monday through Friday, 9am to 6pm
Extended hours January through April