Accounting Services
Resources, best practices, and expert insights on Accounting Services.

Accounting Cleanup: Fix Your Books Before Your Next Round
Heading into a fundraise with messy books? Fix cash and revenue issues now to get your financials investor-ready and close your next round faster.

Managing Multi-State Taxes for Startups
Learn how fast-growing startups handle preparing income tax, multi-state nexus, Delaware Franchise Tax, and QSBS during the mid-year planning window.

San Francisco Startup Accounting and Local Tax Experts
Find the right San Francisco startup accounting support—learn what VC-backed companies need for books, taxes, and investor-ready reporting.

Mid-Year Financial Health Check for Startups
A founder's checklist for a mid-year financial health check: close H1, recheck runway, review budget, and prep for a fall raise.

Startup Accounting and Forecasting for Startups
Learn how solid startup accounting powers accurate financial forecasting, better runway visibility, and investor-ready models.

The 5 Signs that your Startup is Ready for Netsuite
Netsuite is an ERP (Enterprise Resource Planning) tool. It manages your accounting, reporting, supply chain, procurement, and much more.

Startup Due Diligence: Banking Docs Investors Want
Learn exactly which banking records and audit trails investors expect in startup due diligence, and how to get organized fast.

What to Do if You Receive a Payroll Tax Notice
Handle payroll tax notices fast—learn common causes, how to respond, and how to prevent repeats with better payroll processes and compliance.

Check vs. Credit Card: Vendor Payments for Startups
We get this question a lot; should a startup pay vendors via a check or credit card? Now, for the startup, it's always easier to pay via credit card.

Common Equity Accounting Issues for Startups
Learn why VC-backed founders should switch to a specialized startup CPA before raising, not mid-round, to protect valuation and speed due diligence.

Planning Effective Startup Offsites
With the rise of remote work and fully / partially remote startups, offsites are becoming an important way for companies to collaborate and build culture.

Which Balance Sheet Accounts Need Reconciliation?
The punch line here is that every single account on the balance sheet needs to be reconciled, not just the bank and the credit cards.
