Congratulations! You've made the leap and are starting a company! Have you thought about different types of incorporation (like C corp vs S corp)? Do you know anything about accounting for startups?
Before you know it you'll have accounts payable, payroll, and benefits to deal with, government authorities to appease with reports and tracking, and shares to issue. As you scale rapidly, you'll need to think about hiring a bookkeeper, resource management, and HR functions.
Building the back-office stack is hardly the most invigorating part of building a company, but honestly, you're not going to survive without a solid foundation.
Our Picks For Zero to One
, we've worked with 100s of startups and keep our finger on the pulse of best in breed tools (plus what works best together) for getting your startup off the ground. This guide is meant to help you quickly and painlessly get your back-office set up and get you back to building your company.
If you're just getting started, here is a quick-start guide that we'd recommend as the initial back-office stack for ~90% of startups:
Incorporate with Stripe Atlas for ~$500 and in about a week
First Republic Bank
Use FRB as your business banking partner
Set up a cap table with Carta
Leverage Brex for corporate credit cards
Use Quickbooks for all of your accounting needs
Use Pilot as your outsourced bookkeeper
Get Gusto to manage payroll, benefits, and HR
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If you'd like to dive deeper in a specific category to learn what it is, when you need it, and explore more options, continue with the rest of the guide or pop into the topic most relevant to you. In each section, we offer tips and best practices from experts to help save you time and help you get back to building a lasting company.
After you've completed each category, mark it off at the top of each section to keep track of your stack:
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You can also check out the
for all our suggested vendors.
Make a Copy and Get Started
↗️ on desktop to create your own version of this doc. Then, build and optimize your back-office stack with our comprehensive toolkit.
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