accounting advice
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Shutting Down Your Tech Company? Take These 5 Steps
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Deciding to close down operations at a company you founded is never easy. This venture represents a lot of time, energy, and money. ...

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Bank Sweep Products in 2025: A CFO’s Guide for Tech Companies
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Tech companies in 2025 face a financial landscape shaped by fintech innovation and recent bank failures. The Silicon Valley Bank ...

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QuickBooks Alternatives: New Players Worth Your Consideration
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QuickBooks has long been the standard in accounting software, and for good reason. It’s a robust tool packed with lots of features, ...

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Understanding the R&D Tax Credit for NOL Companies
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The federal R&D tax credit is designed to incentivize companies engaged in qualified research activities. For early-stage ...

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Staying Ahead of 2025: Accounting Tips
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Each year, we like to tee up a few accounting tips. While there are absolutely some best practices all tech companies should deploy ...

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Preparing for Your First Financial Audit: A Checklist for Startups
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Growing a startup comes with a potentially heady mix of near-endless opportunities surrounded by countless pitfalls. While the ...

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Bookkeeping Basics for SaaS Companies: Managing Revenue Recognition
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On the surface, bookkeeping might not seem that complicated. A client or customer pays you money, so you record it on your books on ...

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Annual Budgeting & Forecasting Checklist
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Whether you’re a startup working with a fractional CFO or a well-established tech company with a fully built finance function, this ...

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2025 Tech Company Tax Tips: Deadlines to Know
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Financially speaking, these are uncertain times for businesses across the U.S. As the new administration ramps up, many folks are ...

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BOI Update: Reporting Requirements On Pause
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Running any business comes with a small mountain of paperwork. There’s all the documentation you need to file at founding. You need ...

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