Jill Wade
by Jill Wade
on February 20, 2024

In business-building, your startup's revenue formula is a core financial planning and strategic decision-making aspect. A solid grasp of the complex factors determining your company's revenue can ...

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Dive deeper into our insights on accounting, tax, and CFO topics for venture-backed technology startups in the blockchain, crypto, and SaaS industries.

Understanding Your Startup Revenue Formula

In business-building, your startup's revenue formula is a core financial planning and strategic decision-making aspect. A solid grasp of the complex factors determining your ...
Jill Wade

Financial Modeling Do’s and Don’ts

Financial modeling is a critical cornerstone in the structure of modern business strategy. At the intersection of accounting prowess and visionary planning lies the potential to ...
Jill Wade

Track Progress with a Budget Variance Report

A budget variance report can serve as the compass that guides you toward financial success and a keen understanding of your business's numbers. This detailed financial statement ...
Jill Wade

What is a Good Net Profit Margin?

As a founder, you know that one of your central business goals is to make a profit. But what exactly is a "good" net profit margin? Is it meeting industry standards or surpassing ...
Jill Wade

Stay Accountable with Budget Income Statement Reporting

Building a successful company comes with a unique set of challenges and responsibilities. One of the most critical aspects of managing finances effectively is staying accountable ...
Jill Wade

How to Build a Financial Model for Startups

As a startup founder or entrepreneur, building a successful business is a challenging feat. From getting off the ground to securing funding to managing daily operations and growth ...
Jill Wade

Financial Planning for Business Owners

One often overlooked yet crucial aspect of a business owner's journey is financial planning. We're passionate about our products or services, but many procrastinate or overlook ...
Jill Wade

What's The Best Accounting Tech for Startups?

Most founders know modern finance is lightyears beyond tedious spreadsheets, but what's the best accounting tech for startups? Managing the financial side of your business can be ...
Jill Wade

Setting Up Your Saas Chart of Accounts

Are you comfortable with your SaaS chart of accounts? Or could it use some improvement? A more organized system for tracking the money coming in and going out can significantly ...
Curt Mastio
Curt Mastio

Startup KPIs: Setting and Hitting 2024 Goals

Most founders understand the impact of startup KPIs and goal-setting on the business. As we race toward the year's end, have you considered the metrics you need to track to ...
Curt Mastio
Curt Mastio

Bitcoin IRA: Pros, Cons, Where To Begin

The rise of Bitcoin has created a lot of interest in cryptocurrency, as investors explore the advantages of investing in self-directed IRA accounts. After all, everyone wants to ...
Curt Mastio
Curt Mastio

Ethereum IRA: The Ultimate Guide

What is an Ethereum IRA and is it a safe bet? Learn why you should use cryptocurrency to diversify your retirement savings. Do you want more control over your investments? Do you ...
Curt Mastio
Curt Mastio

Cryptocurrency Tax Myths (7 Common Misconceptions)

Cryptocurrency has become extremely popular, but the rules surrounding its taxation aren’t often discussed. That’s led to the spread of some dangerous misconceptions that could ...
Curt Mastio
Curt Mastio

Coinbase Tax Form Changing: What It Means For You

In the eyes of the IRS (and most other global tax authorities) – gains are gains. If you’re making money from any source — including cryptocurrency — you are required to report it ...
Curt Mastio
Curt Mastio

Mainstream Companies Entering Crypto

A lot has happened since Bitcoin launched in 2009. Cryptocurrencies have gone from being a topic that if you brought up in a conversation your friends and family would give you ...
Curt Mastio
Curt Mastio

Understanding FIFO, LIFO, HIFO (Crypto Help)

As with any investment, if you’re buying, selling, or trading cryptocurrencies, any gains you make will need to be reported to the IRS. Because of the astronomical rise of ...
Curt Mastio
Curt Mastio

Blockchain Accounting Software: How Crypto Changes Things

Cryptocurrency has experienced exponential growth over the last few years. Because of this, businesses need to understand blockchain accounting and how to track crypto ...
Curt Mastio
Curt Mastio

Robinhood Taxes: What You Need to Know

Long gone are the days when crypto was considered a fringe interest. Today, crypto has become a legitimate investment asset that is steadily finding its way into more and more ...
Curt Mastio
Curt Mastio

Pros and Cons of Cryptocurrency in Business

Even though cryptocurrency isn’t exactly new, it’s only been in the last couple of years where it started to gain mainstream recognition from businesses and financial institutions ...
Curt Mastio
Curt Mastio

Big Companies Now Accepting Crypto — Should you?

For those new to crypto, one of the first questions that come up is: but what can I do with crypto? Today’s answer is, just about anything. You can buy a car, bedsheets, video ...
Curt Mastio
Curt Mastio

How to Simplify Crypto Accounting

The past decade has seen the dramatic rise of cryptocurrency. As it becomes less of a fringe asset and more of a mainstream tool, crypto is becoming more and more attractive both ...
Curt Mastio
Curt Mastio