Information Center

Explore curated blogs, guides, and educational tools to help you navigate accounting, tax, and sales compliance.

Webinars / Videos

Rho Interview
Chargebee
Pace SBDC
Akshay’s Month End Close Checklist
SVB Collapse Stream
Jay’s Section 174 Mini Lesson
Accounting & Tax for Tech Founders

Guides

Accounting Guides
Tax Guides
R&D Tax Credit Guides
A Founder_s Guide to GAAP Accounting - Shay CPA (cover)

A Founder's Guide to GAAP Accounting

3/3/2024
Budgeting for Your Tech Company (cover)

Budgeting Tips for Your Tech Company

3/25/2024
Setting Up A Chart of Accounts (cover)

Setting Up A Chart of Accounts for Your Tech Company

10/31/2023
5 Things to Look for in a CPA (cover)

Five Things to Look for in a CPA

10/10/2023
How to Safely Use ChatGPT (cover)

How to Safely Use ChatGPT for Your Tech Company Accounting

10/2/2023
SAFE vs Convertible Notes (cover)

SAFE vs Convertible Notes

8/14/2023
5 Steps to Build an Expense Policy for Your Tech Company (cover)

Five Steps to Build an Expense Policy

7/24/2023
An Overview of the Business Provisions in the OBBBA (cover)

An Overview of the Business Provisions in the One Big Beautiful Bill Act

7/10/2025
What’s the Difference Between a Controller and a CFO (cover)

What’s the Difference Between a Controller and a CFO

May 6, 2024
The Founder's Guide to Tax Season 2026 Shay CPA P.C

A Founder's Guide to Tax Season 2026

1/9/2026
A Founder_s Guide to Tax Season 2025 (cover)

A Founder's Guide to Tax Season 2025

2/12/2025
5 Cross-Border Tax Traps Every Tech Startup Founder Should Know (cover)

Cross-Border Tax Guide

12/13/2023
Your Guide to Sales Taxes for SaaS Companies (cover)

Your Guide to Sales Tax for SaaS Companies

8/20/2025
What is an 83(b) Election (cover)

Whats an 83(b) Election

3/5/2024
QSBS The One Big Beautiful Bill Act Expands QSBS (cover)

Qualifying Small Business Stock - The One Big Beautiful Bill Act Expands QSBS

8/19/2025
OBBBA Individual Tax Provisions That Affect Founders and Investors (cover)

OBBBA (Now “The Act”) Individual Tax Provisions That Affect Founders and Investors

7/30/2025
A Founder_s Guide to R&D Tax Credits (cover)

A Founders Guide To R&D Tax Credits

7/23/2024
How to Claim R&D Credits During Clinical Trial (cover)

How to Claim R&D Credit During Clinical Trials

6/4/2024
Passing the Four-Part R&D Tax Credit Test (cover)

Passing the 4-part R&D Test

4/15/2024
Your Guide to R&D Credits (cover)

Your Guide to the R&D Tax Credit

6/12/2024
Section 174_ With The OBBBA, R&D Expensing Just Got Easier (cover)

Section 174 Updates: With the One Big Beautiful Bill Act, R&D Expensing Just Got Easier

8/4/2025

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