NEW! Bookkeeping & Tax Prep Subscription
Realm Startup Advisory now offers a low monthly subscription for all Bookkeeping, Accounting and Tax Preparation services
Bookkeeping & Accounting
We prepare monthly closes, including updating AP/AR in Quickbooks
Monthly Flat fee starting at $600/mo
Tax Preparation
Year round tax planning, not just once per year. We send 1099s to all contractors. Call us any time you have a question/issue!
Monthly flat fee (includes Bookkeeping) $1000/mo
Other CFO Services
Looking at acquiring a business?
Evaluating takeover offers?
Budgeting & Cash Flow analysis?
We can help!
About
Roger DaSilva
Founder
Roger has over 15 years of experience scaling and growing businesses from early-stage startups to public Fortune 500 firms in investment management, sales, and operations leadership. He is the Founder of a financial services firm with High Net Worth, Family Office, and Institutional clients.
Passion for investing in, advising and helping startups across various industries, including consumer/retail, fintech, childcare, social impact/nonprofit and women-led companies.
Strengths: real-world business experience raising capital from investors and institutions, implementing sales processes, and managing teams to scale and grow businesses at various stages.
Specialties: Public and Private Investments, Creating Business Plans, Strategic Decision Making and Planning, Revenue and Cost Analysis, Capital Raise, Business Development and Operations.
FOLLOW
Outsourced Strategic Finance & Operations Expertise for Startups & SMBs
Empowering Under-Represented Founders (Woman, People of Color, LGBTQ) of Startups & Business Owners to make sound Financial & Strategic Decisions
We support them by using our network & expertise to amplify their work, making connections to resources that can move their business forward
Services
01
02
03
Bookkeeping & Tax Prep
Capital Raise Preparation
Outsourced CFO/COO
We are your bookkeeper and accountant, helping with all things tax-related without the large upfront cost. Call us any time to go over any questions/issues that come up
During a fundraising process we help with Financial Modeling & Investor Meetings. Realm Startup Advisory has been in the room before and will have you ready for the tough questions and curve balls that always come up
Realistic financial projections that help fuel your growth, make informed hiring decisions & give you the confidence to EXPAND your business. Strategic Financial advice explained in a way that you understand
How we work with Startup Clients:
1. Flat Fee Project Work (Models, Tax Prep, Bookkeeping)
2. Monthly Retainer for CFO/COO in a box engagement (Flat Fee, 6-month minimum)
3. Subscription based Coaching/Mentoring (per month or yearly)
Our Work
Clients
INDUSTRY DISRUPTORS
Our Clients LOVE us!
Since joining our team, Realm Startup Advisory has been an active leader in restructuring our organization as we shift to a more profitable model. From thought leadership to the hard work of building structure and discipline, I have never felt more comfortable about our future. Roger has a way of putting the tough choices in front of you with compassion and empathy.
I feel fortunate everyday to have Realm as a partner in a solo entrepreneurial journey.
—
Rob Smith
The Phluid Project
Rob Smith
Founder & CEO,
The Phluid Project
Realm helped clear our "financial cobwebs'' to prove the extent of BAYPR's potential, which I underestimated before working with them.
Within three months I got the tools and confidence to raise client retainers, extend contracts and set boundaries when it came to finances, both professionally and personally.
When I hired Roger, BAYPR was on the brink of a rapid growth period and with his guidance we landed the big planes!
—
Marzi Daoust
Marzi Daoust
Managing Director & Founder,
BAY Public Relations
As a bootstrapped business, we don't have an in-house CFO, so having Roger come on board to help us with financials was a lifesaver. You can know your numbers inside and out but when it comes to financial projections that span out a few years, you need to bring in experts. Working with Roger and Realm really helped us realize how far we've come and enabled us to see what we can do next.
—
Allison Esposito Medina
Tech Ladies
Allison Esposito Medina
Founder & CEO,
Tech Ladies
We worked with Realm Startup Advisory extensively over several months on our presentation for the Women of Impact pitch competition. Realm was instrumental in helping us prepare for the competition which we won. I recommend using Realm for pitch preparation and financial projections.
—
Dr. Tara Shirazian
Mommy Matters
Dr. Tara Shirazian
Founder & Mom in Chief,
Mommy Matters
Outpost has worked extensively with Roger at Realm Startup Advisory as an outsourced CFO, which has been invaluable to us as we’ve expanded into a bi-coastal operation over the past year. Realm has taken on the burden of worrying about how to present our company financials, so we can continue to focus on making it easier than ever to get established in a new city.
—
Sergii Starostin
Outpost Club
Sergii Starostin
Co-founder & CEO,
Outpost Club
