Accounting & Finance
What Each Finance Function Should Be Doing for You
From Bookkeeping to FP&A: What Each Finance Function Should Be Doing for You When founders talk about “handling finance,” they are often…
Accounting & Finance
How to Handle Back Taxes When You’ve Been Operating in a State Without Registering
The scenario is more common than most founders want to admit. Your business has been selling products or services in multiple states…
Accounting & Finance
Why Cash Flow Forecasting Is More Important Than Your P&L
Ask most founders what their most important financial statement is and they will say the income statement. Revenue. Gross margin. EBITDA. These feel like the…
Accounting & Finance
The CFO’s Role in an M&A Process: From Diligence to Close
Mergers and acquisitions are among the most consequential events in the life of any company. Whether you are the acquirer or the…
Accounting & Finance
Cash Runway 101: How to Calculate It and What to Do When It Gets Short
Every founder has heard the term. Very few understand it deeply enough to act on it before it becomes a crisis. Cash…
Accounting & Finance
State Income Tax Nexus 101
You hired your first remote employee in Texas. A sales rep was sent to work out of a co-working space in New…
Accounting & Finance
The Role of Accounting Software in Simplifying Audit Prep
If you have ever spent the weeks before an audit digging through spreadsheets, chasing down receipts, or reconciling accounts that should have been reconciled…
Accounting & Finance
The SaaS Rule of 40: What It Means and How to Achieve It
If you’re running a SaaS business and talking to investors, you’ve probably heard someone mention the Rule of 40. This simple metric has become a benchmark that…
Accounting & Finance
Common Audit Findings in SMBs and How to Avoid Them
Nobody enjoys finding out that their financial audit uncovered significant deficiencies. Yet according to data from the Center for Audit Quality, approximately…
Accounting & Finance
SaaS Revenue Recognition: Mastering ASC 606 Compliance
Revenue recognition might not be the most exciting topic at your next board meeting, but get it wrong and you’ll have far bigger problems than a dull presentation.…