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Financial Strategy and Planning

Startup cash management controls
Founders can help protect their cash reserves through careful cash management. Here is a list of cash management strategies for startups.
Updated on Oct 13, 2025
Founder cash management tips
Tips for startup founders on how to manage and protect their cash reserves.
Updated on Oct 13, 2025
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.
Updated on Oct 13, 2025
How startups can use bond ladders to manage cash
A bond ladder is a structured investment portfolio of bonds and securities that is structured to mature at key milestones for startups.
Updated on Oct 13, 2025
How startups should manage cash when interest rates are rising
With a careful investment strategy, startups can take advantage of a rising interest rate environment to get extra yield
Updated on Oct 13, 2025
Why startups should not buy stocks
Startups should not invest their unused funds in stocks because of the volatility and risk.
Updated on Oct 13, 2025
How startups can safely manage cash
The three main criteria for startup cash management are yield, risk, and access.
Updated on Oct 13, 2025
How Startups Can Confidently File Multi-State Tax Returns
Learn essential steps for startups to navigate multi-state tax returns, avoid double taxation, and stay compliant as your company expands across state lines.
Updated on Oct 13, 2025
How Accounting Services Help Startups Save Money
Discover how startup accounting services unlock tax credits, maximize deductions, and optimize spending, helping founders save real money and reinvest for gr...
Updated on Oct 1, 2025
Purchase Price Allocation for Startup Acquisitions
Learn how purchase price allocation (PPA) works in M&A deals, why it matters for startups, and what founders should expect before, during, and after acquisit...
Updated on Sep 26, 2025
Prepare Startup Financials for Market Shocks
Stress-test your financials and model scenarios to keep your startup prepared for market shocks or rapid changes – learn the essentials of planning for uncer...
Updated on Sep 22, 2025
Startup 409A Valuation: Founder Checklist and Timeline
Get 409A-ready: discover key steps, documents, and timing founders need before, during, and after a startup valuation.
Updated on Sep 17, 2025
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