Think back to the earliest days of your startup. What started off as nothing more than an idea bloomed into a company. How did that happen? To a large extent, you can probably chalk it up to careful planning followed by diligent execution. With the new year about to...
Going through a down round isn’t ideal, but plenty of startups have successfully leveraged one — or several — on their way to success. Whether you’re considering this option because of internal factors (like lackluster financial performance) or external ones (like...
If you’re running a subscription-based business, you’ve probably already started exploring ways to measure your recurring revenue. When you track your recurring revenue with a metric like monthly recurring revenue (MRR), you get a way to keep a finger on the pulse of...
For years, forward thinkers have been having conversations about how artificial intelligence (AI) has the potential to transform the way we live and work. But it wasn’t until ChatGPT exploded onto the scene that everyday people started to sit up and take notice. With...
There's an adage that says, "The best time to plant a tree was 20 years ago. The second-best time is now." However, when it comes to financial statement audits, the timing isn't quite as forgiving as planting trees. Understanding the dynamics of your financial...
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...
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...
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...
R&D Expenditure Capitalization Rules (New for 2022) The TCJA amended Section 174 relating to the federal tax treatment of research or experimental expenditures paid or incurred during the taxable year. The new Section 174 rules require taxpayers to...