Startup CPA

Comparing accounting firms for startups? Ask these 12 questions on CPA oversight, tech stack, pricing, diligence and SLAs.

A SaaS due diligence checklist covering subscriptions, deferred revenue, and annual prepayments, what VCs check and how to prepare.

The common bookkeeping mistakes that stall startup due diligence: misclassified SAFEs, revenue timing, missing accruals, and how to fix each.

Just closed a round? Here's the startup accounting setup to do first: recording the raise, cap table, budget, close, and investor reporting.

See which accounting software fits pre-seed through Series C, when to add automation, and why software alone isn't a finance function.

Learn what belongs in a startup board financial package, KPIs, burn, runway, and variance, and how your monthly close feeds the deck.

See why venture-backed startups often save time and preserve runway by outsourcing startup accounting before hiring a controller.

A plain-English guide to revenue recognition and ASC 606 for startups: SaaS deferred revenue, bookings vs. revenue, and the errors investors flag.

Learn exactly which banking records and audit trails investors expect in startup due diligence, and how to get organized fast.

A founder's checklist for a mid-year financial health check: close H1, recheck runway, review budget, and prep for a fall raise.

Learn how startup accounting pros build a chart of accounts that makes monthly investor reporting fast, clean, and audit-ready.

Behind on your books? Here's how startups can use Q3 to catch up on their bookkeeping before year-end and tax season hits.