In business, due diligence is a critical phase when each of a company’s documents and records are scrutinized. This process plays an important part in mergers, acquisitions, and fundraising when determining the worthiness and risk of a deal. However, this phase can be daunting and is often marked by various challenges for companies, particularly when […] Read more “Why Companies Need to Have a Data Room”
Start-up Blog
Companies that invest in research and development (R&D) not only stay competitive, but drive progress and growth in their industries. When considering your R&D strategy, planning ahead can ensure you’re in an excellent position for tax season. It’s estimated that less than 3 out of 10 qualifying businesses claim the R&D tax credit. While taking […] Read more “Research and Development Credit”
In the realm of business finance, each and every transaction is significant, not just for the immediate financial health of the company, but also for its long-term stability and compliance with laws and regulations. As a business owner, you are responsible for maintaining financial integrity by meticulously tracking receipts and bills for every transaction that […] Read more “The Importance of Matching Receipts and Bills for Every Transaction”
As an entrepreneur in charge of your own business and its management, it is imperative that you are compliant with the rules and regulations set forth by the Internal Revenue Service. Of course, staying compliant with all of these regulations can be a formidable task, especially when it comes to tracking receipts and bills that […] Read more “4 Apps to Help Business Owners Keep Their Receipts and Bills Compliant with the IRS”
A budget is an essential financial tool for your business, but creating an actionable budget is often difficult. Many business owners create a budget at the start of the year–only to stray from it within a few months. This article will go over some tips and tricks for creating a business budget that you can […] Read more “How to Create Your Budget So You’ll Actually Use It”
Launching a startup is an exhilarating and often difficult journey. Successfully navigating the complexities and curveballs that are thrown your way is what will set you apart on your path to creating and running your business. One major aspect of running your startup is successfully managing your cap table. A cap table, short for capitalization […] Read more “Cap Tables for Startups”
Cash flow is critical to the success of your business – it determines your ability to meet short-term obligations and your ability to invest in growth. If you find yourself wanting to improve your cash flow in 2024, then this article is a great starting point to get your business on the right track. As […] Read more “5 Steps to Improving Cash Flow in 2024”
As 2023 is winding down, there is no better time to start tax planning for the year ahead. For an entrepreneur, this means laying the groundwork for an effective tax strategy and minimizing tax liabilities when possible. In this article, we’ll share a few tax planning tips to guide you through the process and explore […] Read more “Tax Planning Tips for Entrepreneurs”
As 2023 draws to a close, we find ourselves at that time of year again – the time to complete your year-end review. Your year-end review is more than just a reflection on the past year; if done correctly, it will also serve as a roadmap for your business to follow in the year ahead. […] Read more “What to Look for During a 2023 Year-End Review”
As the year draws to a close, it is sure to be a busy time for your business. Amidst holidays and festivities, your business still needs to ensure that all of your financial affairs are in order. Luckily, your CPA knows exactly what needs to be taken care of at year-end to make sure your […] Read more “What You Should Expect from Your CPA Before Year-End”
The key to long-term success for any business is to prioritize strategic planning – specifically, we will be taking a look at annual planning and how it can set your business up for sustained success. Business owners often get immersed in day-to-day operations, but it is important to take a step back, look at the […] Read more “Annual Planning Best Practices for Business Owners”
Starting a business can come with a plethora of financial challenges, but a budget forecast can serve as a valuable tool for creating solutions. In this article, we will take a look at what budget forecasting is, the many benefits of using a budget forecast, and why you should consider implementing it into your business […] Read more “Why You Need a Budget Forecast”