Business startups need specialized accountants to provide financial insights, planning, and strategy to drive early success and growth. To help companies be successful, startup CEOs need insights into how their money is used and managed at every stage of growth. Those demands are particularly critical in a company’s early days, when available dollars may be […] Read more “Benefits of Working with an Accountant Specializing in Startups”

Many employees see the value in company stock, especially recently. The average worker participation rate in employee stock purchase plans rose to 28% from January 2020 to March 2021. And purchasing stocks isn’t employees’ only option. Many companies offer their team members a chance to earn vested stock, whether it’s through meeting certain commitments or staying with […] Read more “What is The 83(b) Form and Why is it Important?”

Preparing to sell your business is tough work. It takes time to get it into a position where you and potential buyers can be satisfied with the results.  You’ll have to straighten your finances, review your business from every angle, ensure you know what documents you need and when, and have a plan for life […] Read more “How to Prepare to Sell Your Business”

The software development industry is on track to grow 22% by 2030, and this industry growth will result in countless new products for customers. As software creation develops, the methods that developers use to make this software have changed over the years. Meanwhile, the GAAP – the standard for accounting – has remained the same. Business owners who […] Read more “Capitalize vs Expense the Development of Software Costs: What to Know”

Cash flow is the lifeblood of your business. If you do not have strong cash flow, it’s impossible for your business to meet financial obligations, especially in changing conditions, leaving your business unable to weather the storm and fighting for survival.  However, analyzing your numbers now, at the beginning of the New Year, and building […] Read more “How to Prioritize Cash Flow for the New Year”

As the new year begins, businesses everywhere have one thing in mind; to reach their business goals and we have the answer; OKRs. To achieve your goals, you’ll need to stay focused and make sure the work of your team prompts high levels of impact. However, this is where the real challenge resides for most […] Read more “How to Set and Achieve Your 2022 Business Goals with OKRs”

Most startups have about 10 million shares of common stock. As the company grows, so will the number of shares. Because this high number only increases over time, it’s important that you have CAP table management to easily view and interpret shareholder equity. But what are CAP tables, exactly? How can you choose between the two most […] Read more “Carta vs Pulley: CAP Table Management Tools for Business Owners”

It’s officially time to start creating your annual plan! Whether you are new to the business or a seasoned vet, you’ve likely put into practice each of the main items needed to create an annual plan.  A plan starts with assessing your current state. Then it requires setting goals, creating strategies, measuring progress, and confiding […] Read more “Annual Planning Tips for Entrepreneurs”

Tax savings is a goal of every small business owner. However, 93% of business owners will overpay on their taxes, each year. Small business owners have multiple options to save on taxes, as long as they know where to find them. Below are just a few simple tips that can help you to maximize these […] Read more “Top 5 Tax Savings Tips for Profitable Business Owners”