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M&A in Tech: Financial Due Diligence Tips for Founders and Buyers
Thinking about buying a startup or selling your own? In the world of mergers and acquisitions (M&A), especially for tech companies, the deal lives or dies in diligence. We’ve seen fantastic products stumble at the finish line because the numbers didn’t back up the...
Building Culture and Compliance for 10–49 Employees
As your company moves beyond the early stages, your role as a founder evolves, too. You’re no longer just hiring to fill immediate gaps; you’re building an organization. Between managing a growing team, formalizing benefits, and staying compliant with new employment...
SaaS Sales Tax in Texas
The Lone Star State applies sales tax to SaaS. It does, however, exempt the first 20% of some SaaS sales from this taxation. Specifically, Section 151.351 of the Texas Tax Code says, “There is exempted from the taxes imposed by this chapter 20 percent of the value of...
Webinars / Videos
Guides
A Founder's Guide to GAAP Accounting
Budgeting Tips for Your Tech Company
Setting Up A Chart of Accounts for Your Tech Company
Five Things to Look for in a CPA
How to Safely Use ChatGPT for Your Tech Company Accounting
SAFE vs Convertible Notes
Five Steps to Build an Expense Policy
An Overview of the Business Provisions in the One Big Beautiful Bill Act
What’s the Difference Between a Controller and a CFO
A Founder's Guide to Tax Season 2025
Cross-Border Tax Guide
Your Guide to Sales Tax for SaaS Companies
Whats an 83(b) Election
Qualifying Small Business Stock - The One Big Beautiful Bill Act Expands QSBS
OBBBA (Now “The Act”) Individual Tax Provisions That Affect Founders and Investors
A Founders Guide To R&D Tax Credits
How to Claim R&D Credit During Clinical Trials
Passing the 4-part R&D Test
Your Guide to the R&D Tax Credit
