The right finance team structure for a Series B startup isn’t about headcount. It’s about sequencing and layering the right expertise at the right time so your systems, statements, and stories hold up to investor and auditor expectations.

Whether your audit is 3 months away or 10 months away, here's what to prioritize now to make the process smooth and stress-free. As Kyle Geers, our Co-Founder, often reminds clients, “The best fundraising and audit outcomes don’t come from the strongest growth story; they come from the cleanest books.”

Early revenue feels like proof that your go-to-market works, but chasing revenue alone can be misleading. There's a critical difference between growing bigger and scaling smarter. 

Growth without profitability isn't sustainable. So how do you prove your business can truly scale? The answer isn't revenue. It's gross margin.

On the surface, the company looked strong. Burn was under control. Revenue was climbing. The management team had landed strong debt financing that gave them the capital needed for continued growth. Cash balances gave the finance lead confidence that they were in good shape as they entered their first $10M+ loan with an institutional lender.

Then the audit requirement kicked in.

Tech companies face unique audit challenges, including revenue recognition (ASC 606), stock-based compensation, and capitalized software development costs. Navigating complex equity structures and staying updated on GAAP guidelines ensures compliance and strengthens investor confidence. By addressing these key areas, tech companies can streamline audits and demonstrate robust financial integrity.

Tech companies face unique audit challenges, including revenue recognition (ASC 606), stock-based compensation, and capitalized software development costs. Navigating complex equity structures and staying updated on GAAP guidelines ensures compliance and strengthens investor confidence. By addressing these key areas, tech companies can streamline audits and demonstrate robust financial integrity.

Tech companies face unique audit challenges, including revenue recognition (ASC 606), stock-based compensation, and capitalized software development costs. Navigating complex equity structures and staying updated on GAAP guidelines ensures compliance and strengthens investor confidence. By addressing these key areas, tech companies can streamline audits and demonstrate robust financial integrity.

Understand the purpose behind interim testing performed by auditors, and how you can use it to avoid costly audit overruns at year-end.

Learn what meets the definition of “assets held for sale” under US GAAP, and the related accounting treatment.

Learn what meets the definition of discontinued operations under US GAAP, and the related financial reporting requirements.

Learn how to evaluate and account for a sale or spinoff of certain business units for your company under US GAAP.

Discover how outsourced accounting can save your startup time and money. Learn the hidden costs of DIY finances, the benefits of expert help, and how to make the smart switch. Boost your startup's financial health today!

Understand the common pitfalls and complexities behind purchase price allocation and the best strategies for how to navigate these issues.

Learn how the pricing for technical accounting services is determined, and what type of technical accounting expert is right for you.

Learn when it is best to hire a technical accounting expert, and what to expect when going through the proposal process.

Explore the most common areas and topics of Technical Accounting, and information you may need when scoping applicable technical accounting areas for your company.

Learn about the concepts of Technical Accounting and US GAAP, and whether or not they may impact your company.

Learn the concept behind purchase price allocation (PPA) and why it is important for companies to apply PPA for their acquisitions of businesses and assets.

Learn about Technical Accounting, how it impacts your business, and the process of finding a technical accounting specialist to navigate the accounting complexities for you.