Resources

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…

How a CFO Can Help You Prepare for a Series B Raise 

If you have made it to Series B, you have already proven something. You have product-market fit, a working revenue model,…

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…

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…

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