Resources

How Biotech Startups Should Handle Milestone-Based Revenue 

Revenue recognition is one of the most technically demanding areas of accounting for any business. For biotech startups, it is…

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…

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…

How Nonprofits Can Leverage Fractional CFO Services to Scale Their Impact 

Every nonprofit leader has felt the tension: you are running an organization whose entire purpose is mission-driven impact, but the…

How to Design Your First Employee Engagement Survey

How to Design Your First Employee Engagement Survey: A Startup Founder’s Guide  If you’re running a startup or small business and you’ve never sent…

Year-Round Tax Planning vs. Last-Minute Filing

Year-Round Tax Planning vs. Last-Minute Filing: The True Cost of Waiting  Every year, the same pattern plays out for thousands…

The True Cost of Volunteer-Run Finances

The True Cost of Volunteer-Run Finances: When Nonprofits Need Professional Accounting Help   It is one of the most common financial arrangements…

Cash Flow Management Strategies for Nonprofits With Seasonal Funding  

Ask the finance director of almost any nonprofit what keeps them up at night, and cash flow will be near…

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…

Top Grant Accounting Mistakes Nonprofits Make

Grant funding is the lifeblood of many nonprofit organizations. It fuels programs, sustains operations, and enables the kind of long-term…

Transfer Pricing Considerations for Life Sciences Companies Expanding Globally  

Global expansion is one of the most exciting milestones a life sciences company can hit. New markets, new clinical partnerships,…

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…

The SMB Owner’s Audit Preparation Timeline: 90 Days Out 

Three months before your audit starts is when you should begin serious preparation, not three days. Yet many business owners…

The Cost of Waiting: Why Proactive Voluntary Disclosure Agreement (“VDA”) Filing Almost Always Beats an Audit 

Unaddressed, historical state tax exposure is often an outgrowth of being focused on building a company and not properly keeping track of  an expanding state and local tax footprint. The exposure accumulated as the…

R&D Tax Credits for Non-Tech Companies: Are You Missing Out? 

When most business owners hear “R&D tax credit,” they immediately think of software companies and biotech firms. This narrow perception costs non-tech businesses billions…

3 Cost Cutting Strategies for Cash Strapped Businesses

Private Equity Scaling Accounting Operations and Optimizing Financial

Why Late-Stage SaaS Needs Fractional CFO Services

How to measure a company’s financial strength using the 3 key financial statements

4 Reasons to go Fractional CFO Ebook

R&D Tax Credit White Paper

Comprehensive Guide to Financial Services Outsourcing

14 Financial KPIs to Help Track Your Business’s Progress

Great Companies Are Born in Difficult Times

CFO Recession Insights Ebook