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Accounting insights, audit readiness strategies, and practical finance guidance for growth-stage startups.
A practical guide for startup CFOs on audit preparation timelines, the four phases of audit readiness, and why starting early saves time, money, and credibility.
Kyle Geers
A practical guide to structuring your startup finance team at Series B — balancing permanent hires with fractional and outsourced expertise.
Why gross margin is the earliest and most important scalability metric for startups — how to calculate it, what good looks like, and common pitfalls to avoid.
A real-world case study of how cash basis reporting nearly derailed a $10M+ loan — and how to avoid the GAAP gaps that block fundraising.
When to use Excel vs. dedicated software for ASC 842 lease accounting — a practical guide for late-stage startup finance teams preparing for audits.
Three foundational financial audit preparation tips designed to help late-stage startups assess audit readiness with clarity and confidence.
A guide for tech companies on key audit preparation areas including revenue recognition, stock-based compensation, and capitalized software development costs under US GAAP.
Understand the purpose behind interim testing performed by auditors, and how you can use it to avoid costly audit overruns at year-end.
A beginner's guide to QuickBooks Online covering the top 3 things every new user should know: connecting bank accounts, running the balance sheet, and running the profit and loss statement.
Walk through the US GAAP evaluation model for held-for-sale classification, including the six criteria that must be met and the resulting accounting treatment.
Walk through the evaluation model of what qualifies as Discontinued Operations under US GAAP, including the 3 key criteria and financial reporting requirements.
A step-by-step guide for startup finance leaders on how to account for the sale or spin-off of a business under US GAAP, including scoping, gain/loss calculation, and key disclosures.
Learn how outsourced accounting can save your startup money, reduce risk, and free up your time to focus on growing your business.
Learn the top 3 issues companies face in purchase price allocation under ASC 805 and the steps you can take to avoid costly audit overruns.
A look behind the scenes at how technical accounting experts scope and price their quotes, plus key differences between large firms, midsize firms, and individuals.
Learn how to hire a technical accounting expert for your US GAAP needs, from the introductory call to signing the engagement letter.
Walk through common topics of Technical Accounting and US GAAP, and how you can start to scope Technical Accounting topics that may be applicable to your company.
A basic understanding of Technical Accounting and US GAAP, and whether it applies to you and your company.
Learn what purchase price allocation (PPA) is, how it works in M&A transactions, and why it matters for US GAAP compliance under ASC 805.
A step-by-step guide to understanding Technical Accounting and US GAAP, including common topics, how to scope high-risk areas, and the process of hiring a technical accounting specialist.
Whether you need help with audit readiness, technical accounting, or building your finance team, we're here to help.
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