Common Mistakes in Financial Forecasting

by Jill Wade
on May 20, 2024

Financial forecasting is a cornerstone of strategic planning for startups and small businesses. Accurate forecasts enable founders and business owners to make informed decisions, secure funding, and ...

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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.

Why do investors prefer Delaware C-Corps for startups?

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In 2023 the Delaware Division of Corporations reported that 67.6% of Fortune 500 companies were incorporated in Delaware. But why do so many businesses, especially startups, ...

A Startup Founder's Checklist for Dissolving a Business

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Dissolving a business, such as a corporation or LLC, can be challenging for startup founders. The emotions involved are difficult enough but the stress of the unknowns founders ...

Best Bill Pay Apps For Startups and Small Businesses

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Determining the best process for tracking and paying bills from vendors can be a challenging problem for many business owners, especially as the business grows and expands. By ...

Cap Table Management Software Tools for Startups

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2024 Year-End Crypto Tax Planning: Updates and Important Changes

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The 2024 calendar year has brought with it major milestones and new regulatory considerations for cryptocurrency investors. Among those milestone events are Bitcoin surpassing ...

Year in Review: Financial Reporting and Analysis

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Building a scalable accounting function for startups

Accounting

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, ...

A startups guide to accounting for equity compensation under ASC 718

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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 ...

An Overview Of Accounting Ethics

Accounting

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 ...

Some Of The Top Accounting Softwares For Small Businesses

Accounting

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.

QuickBooks Vs. Quicken: What's The Difference?

Accounting

Financial management tools such as Quicken or QuickBooks for accounting are two of the most widely recognized names across the globe.

What Is Cost Accounting? A Quick Guide

Accounting

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 ...

The Basics Of QuickBooks And Help With QuickBooks Support

Accounting

The majority of accounting professionals are familiar with QuickBooks, a software aimed at helping small or medium-sized businesses handle and navigate their financial ...

What Are Accounts Receivable? Definition And Uses

Accounting

If you’re looking for the receivables accounting definition, you’re in the right place.

Controller vs CFO: What’s Right for Your Startup?

Accounting

Have you settled the controller vs. CFO debate for your startup? Both pivotal leadership positions help you steer your startup toward financial success.

Cash Basis Accounting vs. Accrual Accounting

Accounting

Running a business means dealing with bookkeeping and accounting. There are two ways of accounting: cash basis accounting and accrual accounting.

What to Consider Before Engaging a Cryptocurrency CPA

Crypto

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 ...

Track and Improve Customer Retention Metrics

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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 ...

The Importance of Bookkeeping for Startups

Accounting

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 ...

The Complete Guide to Startup CFO Services in 2021

CFO

Startup CFO services are growing in popularity, as founders lean on financial experts to provide a data-driven path to success.

How to Evaluate Your SaaS Business Financial Model

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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 ...

Accounting

5 Keys to Increasing Profit Margin

May 15, 2024

Building a successful business can be a wild ride. It can be tricky to know if you're on the right track, but one metric consistently stands as a beacon of success and sustainability: profit margin.

Accounting

Accounting Software: Where to Start?

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Accounting software (sometimes referred to as a general ledger system) is the backbone of your accounting function. It is used to help keep track of the economic transactions that your business ...

Accounting

5 Signs You’re Outgrowing QuickBooks

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Is your startup outgrowing QuickBooks?

Accounting

5 Factors Driving Startup Cash Flow (Outside of Increasing Revenue)

Posted by Curt Mastio, May 15, 2024

Managing startup cash flow well is a major factor in the success of any business.

Accounting

21 Startup Jargon Terms Every Founder Should Know

Posted by Curt Mastio, May 15, 2024

Have you ever been confused by startup jargon?

Accounting

2022 Startup Goals: How to Extend Your Runway

Posted by Curt Mastio, May 15, 2024

If your startup runs out of runway, you can’t pay your employees or develop your product (let alone market it). In other words, the end of your runway probably means the end of your business.

Accounting,

CFO

Tracking KPI Performance in Your Business

Posted by Curt Mastio, May 14, 2024

Tracking KPI performance from your startup’s early stages ensures you build good business habits from day one.

CFO

How to Review and Optimize Your Business Budget

Posted by Curt Mastio, May 14, 2024

Most finance experts know a business budget is essential to building a great company.

Accounting

How Founders Can Build Wealth

Posted by Curt Mastio, May 14, 2024

One of the biggest questions in the small business world involves how founders can build wealth. Every entrepreneur wants to be the next Bill Gates, Anita Roddick, and Phil Knight, considering how ...