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Our Services

We empower early-stage startups and privately held companies across America to achieve success by delivering efficient, organized, and reliable financial processes from day one, enabling you to confidently navigate your subsequent funding rounds and achieve your growth objectives.​

We're always ready to tackle the ad hoc challenges that emerge in today's dynamic business environment, because your financial success is our priority.

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Outsourced Accounting & Operations

We transform your financial operations with expert platform optimization across QuickBooks, Xero, Gusto, Rippling, BILL, Ramp, Divvy, Occupier and other essential tech stacks tailored to your business needs. Our team delivers monthly financial closes following US GAAP, with comprehensive supporting schedules for key financial statement line items, and clear reporting that highlights the key metrics impacting your business each period. When complex accounting questions arise, count on our thorough technical research capabilities to provide guidance.

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Financial Planning & Analysis

We craft polished investor and board presentation materials that showcase your company's story and performance with clarity and impact. Our comprehensive financial planning services include annual budgeting, monthly/quarterly forecasting, and detailed budget versus actual analysis to keep your business on track. We develop sophisticated strategic models focused on critical metrics like revenue projections, cash usage patterns, and runway calculations to inform key decisions. When it's time to raise capital, our fundraising support includes professional data room preparation that inspires investor confidence. We also provide customized reporting solutions for specific business insights, such as detailed gross profit analysis by month, project, and location—giving you the financial intelligence to drive growth and profitability.

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Additional Services

Just secured seed funding? We'll establish the financial foundation that grows with your business from day one. Our comprehensive startup package gets you up and running with everything you need: chart of accounts setup, optimizing your accounting and finance tech stack, creating financial reporting templates, budgeting frameworks, and essential compliance structures.

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Navigate your growth journey with confidence through our fractional CFO expertise. As you grow though the next funding rounds, or even a M&A event, 3B will be there with strategic financial leadership, tailored to your stage. Our experienced team helps you build investor-ready financial models, implement scalable processes, and make data-driven decisions that accelerate your path to success.

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What Our Clients Say

Henri Stern, Co-Founder & CEO of Privy

"We started working with 3Butterflies right after our seed round up until Privy's acquisition by Stripe. Lisa and the team helped us manage and scale our finance function through multiple rounds of funding, working as partners through logistics, forecasting and more. They were great partners to Privy!"

2625 Alcatraz Avenue #270

Berkeley, CA 94705

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