Big Tax Changes for Startups! The new tax bill could impact your startup. What should you do next?  Read the Blog →

All Articles in Category


Financial Strategy and Planning - Page 7

Managing VC Funds When Interest Rates Drop
Learn how startups should wisely manage venture capital dollars as interest rates decline: prioritize safety, liquidity, and strategic yield.
Updated on Sep 3, 2025
How Cash Bookkeeping Affects Gross Profit
Gross profit is a very underappreciated metric in the startup world. Gross profit is the difference between your revenue and the cost of goods sold.
Updated on Aug 21, 2024
Capital Expenditures (CapEx) for Startups
Master CapEx basics quickly so board discussions, budgets, and financial statements make immediate practical sense for decisions during every planning cycle.
Updated on Aug 6, 2024
The Impact of Selling Treasuries Early
Learn the risks and benefits of selling Treasuries before maturity, including interest rate impacts, potential losses, and how to keep your runway forecasts ...
Updated on Feb 11, 2026
What is Revenue Visibility and Why It Matters
We always encourage revenue visibility to startup founders and it matters for a couple of big reasons, both inside and outside of the company.
Updated on Aug 1, 2024
Which Balance Sheet Accounts Need Reconciliation?
The punch line here is that every single account on the balance sheet needs to be reconciled, not just the bank and the credit cards.
Updated on Aug 1, 2024
What Customer Data Should Startups Track?
Track the customer data investors expect—learn which metrics matter most for retention, expansion, CAC/LTV, and revenue forecasting.
Updated on Aug 1, 2024
Off-Balance Sheet Financing Explained for Startups
Off balance sheet items are usually spoken of in hushed tones when public companies crash and burn, usually in the haze of opaque financial disclosures.
Updated on Aug 1, 2024
Startup Investor Update Template | Kruze Consulting
Kruze Consulting discusses the importance of giving your startup's investor updates and his preferred startup investor update template.
Updated on Jul 9, 2024
How to Pitch Your Startup During a Downturn
Raise in a downturn—learn how to pitch with sharper metrics, tighter storytelling, and runway discipline when investors are cautious.
Updated on Sep 5, 2025
Customer Acquisition Cost (CAC) for Startups
Calculate CAC correctly—learn what to include, common pitfalls, and how to report customer acquisition cost in a way investors trust.
Updated on Aug 1, 2024
Certificates of Deposits
Why CDs Are Not Ideal Investment Vehicles for VC-backed Startups
Updated on Jun 22, 2023
  Talk to a leading startup CPA