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Curt Mastio
by Curt Mastio
on August 01, 2024

Although, in our previous posts, we have mentioned other platforms that include limited functionality for scheduling and time tracking, the following platforms are dedicated to this sole purpose 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.

 

The Rest of the Blog

Ultimate Financial Stack: 6 Tech Tools for Founders

Financial tech tools are often put on the backburner compared to technology for marketing or operations. However, financial innovation has created massive opportunities for founders who want greater ...

Understanding SaaS COGS

Managing your SaaS COGS (Cost of goods sold) is a critical element of running any business.

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Year-End Checklist for Startup Taxes

Another year is quickly coming to a close and you’re probably starting to think about preparing your startup taxes.

CFO

What to Look For in Your Startup Cash Flow Statement

In the business world, and especially with startups, cash and cash management determine which endeavors succeed or fail.

CFO

What Investors Look for in Monthly Financial Reports

Monthly financial reports do more than provide critical information that helps you steer your startup. They are also documents that investors can look at to assess a company’s financial health.

Tax

What Founders Need to Know About the R&D Tax Credit

Many startup founders might be surprised to learn that qualifying for the R&D Tax credit doesn’t require a dedicated R&D department.

CFO

Steps to Create a Startup Financial Model

Building a startup financial model is essential for mapping your company’s trajectory. The model helps you understand your cash flow, identify areas of opportunity and make better decisions.

Step by Step Bank Reconciliation for QuickBooks

Bank reconciliations are the first steps to complete when it comes to accounting for your business. It is crucial that all the cash on hand, money being received and payments going out are being ...

Tax

Startup Taxes: What You Need To Know Before Year End

Tax for startups can sound overwhelming, but it doesn’t have to be. In addition, before year-end, it’s time to ensure things are organized because what happens now affects you in April. Before your ...