Startup Financial Planning
Resources, best practices, and expert insights on Startup Financial Planning.
Year-End Close: Start in Q3, Not January
A year-end close checklist for startups: why closing the books should start in Q3, not January, and what auditors expect to see.
Bryan Long, MBA
How CRE Problems Can Hurt Startups
Avoid commercial real estate traps that can quietly hurt startups, even in a remote-first operating world today with shifting office needs.
Kruze Consulting
Monthly Founder Finance Checklist: 60‑Minute Review Before Investor Updates
Use this 60‑minute monthly finance checklist to review your books, metrics, and cash before board and investor updates. Built for first‑time founders by Kruze Consulting’s startup accounting team.
Kruze Consulting
Best Business Structure for Startups
Learn whether an LLC, S-Corp, or C-Corp is best for your startup. Get expert advice from Kruze Consulting on tax impact, fundraising, and long-term growth.
Bryan Long, MBA
How to Create a Startup Operating Plan
Kruze Consulting's VP of FP&A, Healy Jones, presents everything you need to know about making a good operating plan for your pitch deck.
Kruze Consulting
The Impact of Selling Treasuries Early
Learn the risks and benefits of selling Treasuries before maturity, including interest rate impacts, potential losses, and how to keep your runway forecasts accurate.
Kruze Consulting
Strategic M&A Accounting to Maximize Exit Payout
Learn how startup accounting and strategic M&A accounting around Net Working Capital and Purchase Price Allocation protect your exit payout.
Bryan Long, MBA
How Part-Time CFOs Help Startups Manage Burn and Runway
Learn how part-time CFOs help startups monitor cash burn, control costs, and optimize liquidity to drive stronger, more sustainable growth.
Kruze Consulting
What Securities Do VCs Use for Investments?
In the United States, there are four types of securities that are typically used by venture capitalists to invest in Silicon Valley-style startups.
Kruze Consulting
How much should startups keep in operating accounts
The amount of cash your startup should keep in your operating account should be equal to two to three months of expenses.
Kruze Consulting
The 280G Trap: Startup Accounting Guide
Avoid the 280G trap. Learn how smart startup accounting impacts parachute payments, taxes, and founder payouts in an exit.
Bryan Long, MBA
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.
Kruze Consulting