Accounting Blog

Our deep knowledge of accounting and tax issues in the Technology Industry gives you a competitive advantage.
Staying Ahead of 2025: Accounting Tips

Staying Ahead of 2025: Accounting Tips

Each year, we like to tee up a few accounting tips. While there are absolutely some best practices all tech companies should deploy year after year, it’s also true that things change in the accounting world. As new regulation impacts taxes and new bookkeeping...

read more
Your Essential Guide to the Delaware Annual Filing | 2025

Your Essential Guide to the Delaware Annual Filing | 2025

Every corporation incorporated in Delaware must file an Annual Franchise Tax Report and pay franchise taxes. This requirement applies regardless of the company's activity level or income. Paying this tax ensures the corporation maintains good standing in the state....

read more
Annual Budgeting & Forecasting Checklist

Annual Budgeting & Forecasting Checklist

Whether you’re a startup working with a fractional CFO or a well-established tech company with a fully built finance function, this is a particularly important time of year. As we get into 2025, some steps you take now can set you up for financial success. That said,...

read more
2025 Tech Company Tax Tips: Deadlines to Know

2025 Tech Company Tax Tips: Deadlines to Know

Financially speaking, these are uncertain times for businesses across the U.S. As the new administration ramps up, many folks are speculating about whether the Tax Cuts & Jobs Act (TCJA) will expire later this year or get an extension. Talks of tariffs are adding...

read more
BOI Update: Reporting Requirements On Pause

BOI Update: Reporting Requirements On Pause

Running any business comes with a small mountain of paperwork. There’s all the documentation you need to file at founding. You need to manage your annual filings with the IRS and applicable state tax authorities. You need to periodically renew registrations, licenses,...

read more
2023 Chart of Accounts for Tech Founders

2023 Chart of Accounts for Tech Founders

When compared to traditional small businesses, early-stage technology startups have nuances that they need to consider when putting together their financial statements and chart of accounts. Often, I find that entrepreneurs have used a financial model to assist them...

read more
Revenue Recognition for SaaS Companies

Revenue Recognition for SaaS Companies

Founders, as you embark on your journey of starting your SaaS-based business, one thing that will come up time and time again will be the concept of “revenue recognition.” That, of course, begs the question: what is revenue recognition?  In short, it’s the process of...

read more
Startups – What’s Your Burn Rate?

Startups – What’s Your Burn Rate?

It might be time to update the old adage. Maybe it’s not cash that’s king, but cash flow. One study conducted by U.S. Bank concluded that 82% of business failures can be chalked up to bad cash management.  When your startup’s in its early days, it probably isn’t...

read more
2021 Year-end tips for your Technology Company

2021 Year-end tips for your Technology Company

As we head into the end of another wild year, you might be feeling particularly ready to wrap things up. But you might also be feeling some fatigue from all of the uncertainty — not to mention the hustle of growing your tech startup. Whether looking to 2022 feels...

read more
Transfer Pricing Basics for Tech Companies

Transfer Pricing Basics for Tech Companies

As an early-stage tech company, expanding your operations overseas can provide access to new markets and tap into a global talent pool. However, hiring software developers and engineers in foreign countries requires having a transfer pricing agreement in place.  ...

read more
What are SAFE Agreements?

What are SAFE Agreements?

A relatively new tool has come into founders’ hands: simple agreements for future equity, or SAFEs. But are they, as the name suggests, simple? Not necessarily.  They’re still worth wrapping your head around, though, because SAFEs could give you a way to get the...

read more
What are Convertible Notes?

What are Convertible Notes?

Finding investors for your early-stage startup can feel particularly challenging. When you’re working with what might amount to little more than a good idea and a basic product, it’s hard to quantify. And yet, so much of startup financing hinges on getting a valuation...

read more

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

6 Year-End Tax Planning Tips for 2023

6 Year-End Tax Planning Tips for 2023

As the year wraps up, it’s time to start making that list and checking it twice. No, it’s not your holiday gift list. It’s your year-end tax planning to-dos.  Taking some time to get yourself sorted could mean thousands of dollars of savings between your startup’s...

read more
Passing the Four-Part R&D Tax Credit Test

Passing the Four-Part R&D Tax Credit Test

Who wouldn’t want to cut their tax bill by as much as $500,000?  It’s no surprise, then, that a lot of companies — especially startups trying to extend their runway as much as possible — explore the R&D tax credit. Technically called the Credit for Increasing...

read more
Don’t Let New York’s Franchise Tax Sneak Up On You

Don’t Let New York’s Franchise Tax Sneak Up On You

When you think about taxes, you probably directly associate the money that goes out to tax authorities with the money that’s come in. Take sales tax as an example. The more you sell, the more you’re going to pay. Income tax isn’t so different: the more you earn, the...

read more
COGS in SaaS: Understanding Cost of Goods Sold

COGS in SaaS: Understanding Cost of Goods Sold

Unlike e-commerce businesses and manufacturers, software-as-a-service (SaaS) companies usually don’t have inventory in the traditional sense. Instead, modern software is delivered to customers through the rental of servers and cloud storage services, where the...

read more
When and How to Raise a Series A

When and How to Raise a Series A

You’re past seed-stage funding, but unless your startup is particularly lucky, that doesn’t mean you’re past needing outside investing to continue your growth. Sure, some businesses can bootstrap. But if you’ve got a vision that you want to bring to life on any kind...

read more
What is Financial Due Diligence?

What is Financial Due Diligence?

When you’re trying to get people excited about your idea, it’s tempting to want to gild the lily. But startup founders should never put themselves in a position where they’ve overpromised only to underdeliver. It can — and almost always will — catch up to you because...

read more
What are Customer Acquisition Costs (CAC)? Organic vs. Paid

What are Customer Acquisition Costs (CAC)? Organic vs. Paid

In an ideal world, your startup’s product or service would be so wow-worthy that people would be falling over themselves to buy it. And you might have some cases of that. But it’s no way to build a business. If it was, sales and marketing departments wouldn’t exist. ...

read more
What is a Fractional CFO?

What is a Fractional CFO?

A lot of pieces make up a successful startup: a great idea, an innovative team, willing investors — the list goes on. But at the end of the day, there’s one key component that can make or break everything else: your finances.  The way your organization manages its...

read more
The 5 Most Important Metrics for Startups to Track

The 5 Most Important Metrics for Startups to Track

Startup founders risk information overload. As you grow your team, you’ll probably get reports and updates on how various facets of your startup are faring. It’s a lot to take in. You might even reach a point where you start to miss the forest for the trees.  It’s...

read more
What is a 409A Valuation?

What is a 409A Valuation?

Once your startup goes public, any and everyone can see what you’re worth. But when you’re private, you still want to have a way to know where you’re valued. Fortunately, you don’t have to fly blindly here. You can get a 409A valuation.  This valuation, which you...

read more

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.