Audit/Transaction Readiness Operational Accounting Accounting
When Should You Start Preparing for an Audit? (Hint: It's Earlier Than You Think) A practical guide for startup CFOs on audit preparation timelines, the four phases of audit readiness, and why starting early saves time and money.
Kyle Geers · December 1, 2025
Read article→ Accounting Operational Accounting Fractional CFO
What a Series B Finance Team Should Actually Look Like A practical guide to structuring your startup finance team at Series B — balancing permanent hires with fractional and outsourced expertise.
John Ikosipentarhos · December 1, 2025
Read article→ Accounting Operational Accounting Fractional CFO
Gross Margin for Startups. Your First Scalable Milestone. 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.
Kyle Geers · October 21, 2025
Read article→ Technical Accounting Audit/Transaction Readiness Accounting
GAAP Compliance Mistakes: The $10M Loan That Nearly Fell Apart 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.
Kyle Geers · October 21, 2025
Read article→ Technical Accounting Audit/Transaction Readiness
Lease Accounting Under ASC 842: Why Excel Isn't Always Enough When to use Excel vs. dedicated software for ASC 842 lease accounting — a practical guide for late-stage startup finance teams preparing for audits.
Kyle Geers · September 8, 2025
Read article→ SaaS Audit/Transaction Readiness
Don't Know Where to Start With Audit Prep? Ask These 3 Questions First Three foundational financial audit preparation tips designed to help late-stage startups assess audit readiness with clarity and confidence.
Kyle Geers · September 8, 2025
Read article→ Audit/Transaction Readiness SaaS
Is Your Tech Company Audit-Ready? Top Financial Pitfalls to Avoid Key audit preparation areas for tech companies, including revenue recognition, stock-based compensation, and capitalized software costs under US GAAP.
Kyle Geers · November 7, 2024
Read article→ Audit/Transaction Readiness
How Interim Testing Can Save You on Audit Costs Understand the purpose behind interim testing performed by auditors, and how you can use it to avoid costly audit overruns at year-end.
Kyle Geers · October 31, 2024
Read article→ Audit/Transaction Readiness
QuickBooks for Beginners: Top 3 Things to Know A beginner's guide to QuickBooks Online covering the top 3 things every new user should know: bank connections, the balance sheet, and the P&L.
John Ikosipentarhos · September 26, 2024
Read article→ Technical Accounting
Held for Sale Accounting under US GAAP 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.
Kyle Geers · September 19, 2024
Read article→ Technical Accounting
Discontinued Operations under US GAAP Walk through the evaluation model of what qualifies as Discontinued Operations under US GAAP, including the 3 key criteria and financial reporting requirements.
Kyle Geers · September 10, 2024
Read article→ Technical Accounting
Accounting for a Sale under US GAAP (Seller-Side Guide for Startup Finance Leaders) A guide for startup finance leaders on accounting for a sale or spin-off under US GAAP, including scoping, gain/loss calculation, and key disclosures.
Kyle Geers · September 4, 2024
Read article→ Outsourced Accounting
Boosting Your Startup: Smart Savings with Outsourced Accounting Learn how outsourced accounting can save your startup money, reduce risk, and free up your time to focus on growing your business.
John Ikosipentarhos · August 28, 2024
Read article→ Technical Accounting
Common Issues in Purchase Price Allocation and How to Address Them 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.
Kyle Geers · August 21, 2024
Read article→ Technical Accounting
What Technical Accounting Expert and Price Is Right For Me? How technical accounting experts scope and price engagements, with key differences between large firms, midsize firms, and solo practitioners.
Kyle Geers · August 13, 2024
Read article→ Technical Accounting
How Do I Hire a Technical Accounting Expert? Learn how to hire a technical accounting expert for your US GAAP needs, from the introductory call to signing the engagement letter.
Kyle Geers · August 6, 2024
Read article→ Technical Accounting
What Do I Need For Technical Accounting? Explore common Technical Accounting and US GAAP topics, and learn how to start scoping the technical areas that may apply to your growing company.
Kyle Geers · July 29, 2024
Read article→ Technical Accounting
Why Should I Care about Technical Accounting? A basic understanding of Technical Accounting and US GAAP, and whether it applies to you and your company.
Kyle Geers · July 24, 2024
Read article→ Technical Accounting M&A
What is Purchase Price Allocation (PPA) and Why It Matters in M&A 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.
Kyle Geers · July 16, 2024
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