Kruze Consulting — Accounting, Tax & CFO Services for Startups

Financial Strategy and Planning

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

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Prepare Startup Financials for Market Shocks

Prepare Startup Financials for Market Shocks

Updated on Mon, Sep 22, 2025

Stress-test your financial model—learn how to run downside scenarios, spot cash crunches early, and make board-ready contingency plans.

byBryan Long, MBA
What is the Rule of 40?

What is the Rule of 40?

Updated on Tue, Jan 17, 2023

Benchmark your SaaS startup with the Rule of 40 and see how growth plus margin signals efficiency, valuation potential, and when to prioritize profitability.

byKruze Consulting
What is Revenue Visibility and Why It Matters

What is Revenue Visibility and Why It Matters

Updated on Sun, Jan 21, 2024

We always encourage revenue visibility to startup founders and it matters for a couple of big reasons, both inside and outside of the company.

byKruze Consulting
A Checklist for Moving Your Startup's Bank Account

A Checklist for Moving Your Startup's Bank Account

Updated on Sat, Mar 11, 2023

Switch bank accounts without chaos—follow this checklist to move payments, payroll, vendors, and reconciliations while avoiding missed transactions.

byKruze Consulting
Short-Term Treasuries on the Balance Sheet

Short-Term Treasuries on the Balance Sheet

Updated on Sun, Aug 4, 2024

A lot of startup companies are buying Treasuries directly through services like Treasure Fi, Arc, Meow, and other online services.

byKruze Consulting
How Operating Leverage Impacts Startup Profitability & Growth

How Operating Leverage Impacts Startup Profitability & Growth

Updated on Wed, Jan 15, 2025

Use operating leverage strategically by mastering fixed vs variable costs to scale more profitably and compete harder over time in tougher markets.

byBryan Long, MBA
Using Milestones to Control Burn Rate

Using Milestones to Control Burn Rate

Updated on Tue, Oct 1, 2019

How venture-backed founders use milestones to gate burn rate, extend runway, and strengthen startup accounting and cash planning.

byKruze Consulting
Best Practices for Startup Cash Management

Best Practices for Startup Cash Management

Updated on Thu, May 19, 2022

Take control of startup cash management—learn how to track burn, build reserves, and make spending decisions that extend runway.

byKruze Consulting
Catch-Up Bookkeeping for Startups Get Back on Track

Catch-Up Bookkeeping for Startups Get Back on Track

Updated on Wed, Nov 19, 2025

Catch up your books fast—learn the step-by-step process to clean up past months, reconcile accounts, and become audit- and diligence-ready.

byBryan Long, MBA
Startup Equipment Leasing & Financing

Startup Equipment Leasing & Financing

Updated on Sun, Jul 14, 2024

Learn how equipment leasing and financing work for startups, including pros, cons, and when to lease vs. buy to preserve cash

byKruze Consulting
Startup Financial Projections: How to + Free Templates

Startup Financial Projections: How to + Free Templates

Updated on Mon, Oct 10, 2016

Vanessa Kruze, CPA, provides a guide to creating financial projections for your startup plus free templates that you can download and use.

byVanessa Kruze
How Working Capital Impacts Startup Cash Flow

How Working Capital Impacts Startup Cash Flow

Updated on Tue, Aug 27, 2019

Improve cash flow with working capital—learn how AR, AP, inventory, and payment terms change runway and what founders should monitor.

byKruze Consulting
All Articles in Category Financial Strategy and Planning - Page 11