Accountants
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The 2026 Startup Finance Stack: Tools Are Not Enough Without a Real Month-End Close
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Managing a startup’s finances has never been more software-driven. Founders now have access to tools for banking, payroll, spend ...

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QSBS in 2026: The Tax Benefit Founders Need to Protect Long Before an Exit
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Qualified Small Business Stock, often called QSBS, has become one of the most powerful tax planning tools available to startup ...

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Time for Springing Into Action – Accountants | Tax & Business Advisers
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Time for Springing Into Action Spring is well and truly upon us, the trees are in full blossom, daffodils and other spring bulbs are in ...

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4 surprising business lessons accountants can learn from dentists
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I know that drawing lessons from dentists might seem odd for someone who supports sole practitioner accountants as I do. But bear with me.A recent visit to ...

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Building a Venture-Ready Capital Structure: Why Form D Is Only One Piece of the Puzzle
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A CPA’s perspective on the legal, accounting, and tax decisions that shape a startup long before its next funding round.   For many ...

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Ten conversations that make accountants more valuable to their clients
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I first shared a shorter version of this post a few years ago, at a time when businesses everywhere were facing enormous uncertainty.Whilst the ...

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Stop copying other accountants without thinking first
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Are you ever tempted to follow the apparent example of other accountants you see online or meet at events?There is nothing inherently wrong with learning ...

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You Won a Startup Competition. Now What?
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The First 30 Days After Receiving Your First Startup Funding Winning a startup competition is an exciting milestone. Whether it’s ...

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The Best Bookkeeping Software & Document Management Tools for Accountants
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Accountants and bookkeepers rely on more than just accounting software to keep their firms running efficiently. Today’s bookkeeping workflows require tools ...

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Helping Growing Companies Get More from QuickBooks
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At Shay CPA, we’re proud to stay current on the tools our startup and tech clients use every day. Of course, our team is QuickBooks ...

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