SaaS Finance: Best Practices for Founders

    Curt Mastio
    by Curt Mastio
    on June 11, 2024

    Understanding the ins and outs of SaaS finance is foundational to building a solid software business.

    Read More

    Want to learn more? Read on.

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

     

    2024 Year-End Crypto Tax Planning: Updates and Important Changes
    Crypto
    Curt Mastio
    Curt Mastio
    The 2024 calendar year has brought with it major milestones and new regulatory considerations for cryptocurrency investors. Among those milestone events are Bitcoin surpassing ...
    Curt Mastio
    Curt Mastio
    Read More

    Year in Review: Financial Reporting and Analysis
    About Us
    Jill Wade
    Do you know how your business performed this past year? Savvy business owners know that year-end financial reporting and analysis present a perfect opportunity to reflect on the ...
    Jill Wade
    Read More

    Building a scalable accounting function for startups
    Accounting
    Joe Alioto
    Joe Alioto
    In the early days of a startup, founders are focused on getting their product to market, achieving product-market fit, and growing as quickly as possible. As the business scales, ...
    Joe Alioto
    Joe Alioto
    Read More

    A startups guide to accounting for equity compensation under ASC 718
    Accounting
    Jamie Schiltz
    Jamie Schiltz
    Offering an appealing compensation package can be key to attracting the right talent for your business. This can be difficult for startups on a tight budget with little cash to ...
    Jamie Schiltz
    Jamie Schiltz
    Read More

    An Overview Of Accounting Ethics
    Accounting
    Curt Mastio
    Curt Mastio
    A financial accountant is in a unique position; they have access to the financial information of people or companies. With power comes responsibility, which leads to the ...
    Curt Mastio
    Curt Mastio
    Read More

    Some Of The Top Accounting Softwares For Small Businesses
    Accounting
    Curt Mastio
    Curt Mastio
    More companies, whether they’re small or large, are taking advantage of accounting software. However, not all accounting softwares for small business needs are the same.
    Curt Mastio
    Curt Mastio
    Read More

    QuickBooks Vs. Quicken: What's The Difference?
    Accounting
    Curt Mastio
    Curt Mastio
    Financial management tools such as Quicken or QuickBooks for accounting are two of the most widely recognized names across the globe.
    Curt Mastio
    Curt Mastio
    Read More

    What Is Cost Accounting? A Quick Guide
    Accounting
    Curt Mastio
    Curt Mastio
    Running a successful business requires overseeing many moving parts, one of the most important being its costs. This is where accounting for cost (commonly referred to as cost ...
    Curt Mastio
    Curt Mastio
    Read More

    The Basics Of QuickBooks And Help With QuickBooks Support
    Accounting
    Curt Mastio
    Curt Mastio
    The majority of accounting professionals are familiar with QuickBooks, a software aimed at helping small or medium-sized businesses handle and navigate their financial ...
    Curt Mastio
    Curt Mastio
    Read More

    What Are Accounts Receivable? Definition And Uses
    Accounting
    Curt Mastio
    Curt Mastio
    If you’re looking for the receivables accounting definition, you’re in the right place.
    Curt Mastio
    Curt Mastio
    Read More

    Controller vs CFO: What’s Right for Your Startup?
    Accounting
    Jill Wade
    Have you settled the controller vs. CFO debate for your startup? Both pivotal leadership positions help you steer your startup toward financial success.
    Jill Wade
    Read More

    Cash Basis Accounting vs. Accrual Accounting
    Accounting
    Curt Mastio
    Curt Mastio
    Running a business means dealing with bookkeeping and accounting. There are two ways of accounting: cash basis accounting and accrual accounting.
    Curt Mastio
    Curt Mastio
    Read More

    What to Consider Before Engaging a Cryptocurrency CPA
    Crypto
    Curt Mastio
    Curt Mastio
    From staking tokens to minting NFTs to arbitrage trading, there is no shortage of transaction types when it comes to cryptocurrency. What’s potentially even more confusing is that ...
    Curt Mastio
    Curt Mastio
    Read More

    Track and Improve Customer Retention Metrics
    Accounting
    Curt Mastio
    Curt Mastio
    Customer retention metrics sometimes go unnoticed, but they are crucial metrics that determine a company’s success. Businesses must track customer retention and identify trends to ...
    Curt Mastio
    Curt Mastio
    Read More

    The Importance of Bookkeeping for Startups
    Accounting
    Curt Mastio
    Curt Mastio
    For new startups and their founders, managing the accounting for their business can be an intimidating, and seemingly daunting task. Even some of the most basic aspects of ...
    Curt Mastio
    Curt Mastio
    Read More

    The Complete Guide to Startup CFO Services in 2021
    CFO
    Curt Mastio
    Curt Mastio
    Startup CFO services are growing in popularity, as founders lean on financial experts to provide a data-driven path to success.
    Curt Mastio
    Curt Mastio
    Read More

    How to Evaluate Your SaaS Business Financial Model
    CFO
    Curt Mastio
    Curt Mastio
    A SaaS business financial model is different from a traditional business financial model. In a conventional business, you create a product with predictable revenue, costs per unit ...
    Curt Mastio
    Curt Mastio
    Read More

    Five Ways an Accounting Service Can Improve Your Small Business
    Accounting
    Curt Mastio
    Curt Mastio
    Whether you own a global Fortune 500 corporation or a small local retail store with three employees, your financial operations are at the very core of your business. Finance is ...
    Curt Mastio
    Curt Mastio
    Read More

    Bench Accounting Reviews, Pricing & Alternative | Founder’s CPA
    Accounting
    Curt Mastio
    Curt Mastio
    “Accounting is the language of business.” — Warren Buffett
    Curt Mastio
    Curt Mastio
    Read More

    A Guide to Prepare 1099-MISC Forms Before the Due Date
    Tax
    Curt Mastio
    Curt Mastio
    Small businesses must send out 1099-MISC reports to almost everyone they do business with. The form is given to non-employees, like independent contractors and other business ...
    Curt Mastio
    Curt Mastio
    Read More

    8 Simple Steps for an Effective Bank Reconciliation
    Accounting
    Curt Mastio
    Curt Mastio
    Bank reconciliation is rarely something most small business owners and entrepreneurs want to do. It is, however, essential to keeping the financial aspects of a business running ...
    Curt Mastio
    Curt Mastio
    Read More

    The Rest of the Blog

    Tax

    Take Action Now: Be Ready for Next Tax Season

    Posted by Curt Mastio, June 11, 2024

    Tax season can be a stressful time for a business. Depending on the structure of your business and financial circumstances, your company’s tax situation may vary. But every year, the obligation is ...

    Read More
    CFO

    What Do Startup Investors Look For?

    Posted by Curt Mastio, June 11, 2024

    It may come as no surprise that startup investors need a lot of data when evaluating potential partners.

    Read More
    CFO

    Ways to Attract and Retain Talent in Your Startup

    Posted by Curt Mastio, June 11, 2024

    Getting a startup off the ground is a massive challenge for every team. Most startups start their journey with getting the necessary funding to start the development phase of their product or service ...

    Read More
    Tax

    Tax Planning vs. Tax Prep for Startups

    Posted by Curt Mastio, June 11, 2024

    Taxes are one of life’s necessary discomforts. One that all business people must grapple with. Like a trip to the dentist or planning your estate, thinking about taxes is something you should do ...

    Read More
    Accounting

    Spring Cleaning: Accounting & Finance Checklist

    Posted by Curt Mastio, June 11, 2024

    As the chaotic tax season and year-end financials begins to wrap up, now is the perfect time to get a head start on your accounting and financials for the remaining year and even next year. We highly ...

    Read More