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
3/3/2024

Budgeting Tips for Your Tech Company
3/25/2024

Setting Up A Chart of Accounts for Your Tech Company
10/31/2023

Five Things to Look for in a CPA
10/10/2023

How to Safely Use ChatGPT for Your Tech Company Accounting
10/2/2023

SAFE vs Convertible Notes
8/14/2023

Five Steps to Build an Expense Policy
7/24/2023

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
May 6, 2024

A Founder's Guide to Tax Season 2026
1/9/2026

A Founder's Guide to Tax Season 2025
2/12/2025

Cross-Border Tax Guide
12/13/2023

Your Guide to Sales Tax for SaaS Companies
8/20/2025

Whats an 83(b) Election
3/5/2024

Qualifying Small Business Stock - The One Big Beautiful Bill Act Expands QSBS
8/19/2025

OBBBA (Now “The Act”) Individual Tax Provisions That Affect Founders and Investors
7/30/2025

A Founders Guide To R&D Tax Credits
7/23/2024

How to Claim R&D Credit During Clinical Trials
6/4/2024

Passing the 4-part R&D Test
4/15/2024

Your Guide to the R&D Tax Credit
6/12/2024

Section 174 Updates: With the One Big Beautiful Bill Act, R&D Expensing Just Got Easier
8/4/2025


