Kacie Goff
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The 2026 Startup Finance Stack: Tools Are Not Enough Without a Real Month-End Close
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Managing a startup’s finances has never been more software-driven. Founders now have access to tools for banking, payroll, spend ...

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Why Accounts Receivable Matters – Shay CPA
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Revenue may look strong on paper, but your company cannot use an unpaid invoice to cover payroll, invest in growth, or pay ...

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Running Clinical Trials? Here’s How To Claim R&D Tax Credits for 2025
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If your company is running clinical trials, we have good news. Under Section 41 of the Internal Revenue Code (IRC), you can claim a ...

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Building Culture and Compliance for 10–49 Employees
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As your company moves beyond the early stages, your role as a founder evolves, too. You’re no longer just hiring to fill immediate ...

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When “Rip and Replace” Becomes a Habit: How CFOs Can Disrupt (Rather Than Drive) Growth
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The allure of “digital transformation” can be hard to resist—especially when it comes from a seasoned VP of Finance or CFO who ...

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Qualified Small Business Stock (QSBS) and Recent Court Cases
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Qualified Small Business Stock (QSBS) is a significant tax incentive designed to encourage investment in small businesses. ...

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Tax Filing Tips for VC-Backed Startups
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By many accounts, it’s the least wonderful time of the year. As we venture from winter to spring, tax deadlines start to loom ...

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How to Prepare for Your Next VC Board Meeting: What CFOs Need to Know
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Keeping investors satisfied is a big, important undertaking for any company that’s funded by outside sources. If your organization ...

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Cash Runway Management: Key Metrics and Tools for Early-Stage Startups
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Cash is the lifeblood of an early-stage company. Since you’re probably not turning any significant profit yet — and potentially ...

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What Should I Look for in a CPA for My VC-Backed Company?
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When your company taps into venture capital (VC) funds to build its runway, investors expect you to be diligent with every dollar. ...

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