Financial Strategy and Planning
Strategic financial planning for startups including budgeting, forecasting, cash flow management, and long-term financial strategy development.

How to Manage Startup Cash with Bond Ladders
A bond ladder is a structured investment portfolio of bonds and securities that is structured to mature at key milestones for startups.

Startup cash management controls
Founders can help protect their cash reserves through careful cash management. Here is a list of cash management strategies for startups.

How to Incorporate Your Startup: A Step-by-Step Guide
Incorporate your startup correctly—learn the steps, common mistakes, and why most VC-backed founders choose a Delaware C-Corp.

How to Use Non-GAAP Metrics to Analyze Startup Performance
Use non-GAAP metrics credibly—learn what they are, how startups present them, and how to avoid misleading adjustments that hurt trust.

Business Meal Deductions
Maximize your business meal deductions—learn what’s deductible, what’s not, and the receipt rules startups need to stay audit-ready.

Why startups should not buy stocks
Protect your runway—learn why startups shouldn’t buy stocks with operating cash and how to manage reserves without increasing risk.

Burn Multiple: Formula, Benchmarks & How to Improve It
Track the burn multiple to judge capital efficiency, calculate it correctly, and see what it signals about your startup's financial health.

How Outsourced CFOs Tell Your Startup Story to Investors
Tell a stronger financial story—learn how outsourced CFOs communicate startup value with metrics, narratives, and investor-ready reporting.

Financial Planning for Hardware Startups
Vanessa Kruze, CPA, breaks down the common points to include in your financial model for a hardware startup, bearing in mind every startup's model is unique.

How Lenders Underwrite Startup Loans
Vanessa Kruze, CPA, breaks down the factors why Venture Lenders underwrite for a startup loan and why startups should negotiate them out of the deal.

Cash Investment Policy Statement
Learn how to write a startup investment policy statement that prioritizes safety and liquidity, segments operating vs. strategic cash, and reassures VC investors.

What are Retained Earnings? A Startup Guide
Retained earnings are found on your balance sheet. There will actually be a line item called retained earnings and that will be buried in the equity section.
