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Startup Financial Planning

Monthly Founder Finance Checklist: 60‑Minute Review Before Investor Updates
Use this 60‑minute monthly finance checklist to review your books, metrics, and cash before board and investor updates. Built for first‑time founders by Kruz...
Updated on Jan 27, 2026
How Do Part-Time CFOs Help Startups?
Learn how part-time CFOs help startups monitor cash burn, control costs, and optimize liquidity to drive stronger, more sustainable growth.
Updated on Nov 12, 2025
5 Reasons VC-Funded Startups Use Fractional CFOs
Discover how fractional CFOs drive fundraising, investor relations, and regulatory compliance for venture-backed companies, providing cost-effective financia...
Updated on Nov 12, 2025
Financial Storytelling for Startups: How Outsourced CFOs Impress Venture Capitalists
Discover how outsourced CFOs help startups turn financial data and KPIs into compelling, investor-ready stories, boosting fundraising success and strategic a...
Updated on Nov 12, 2025
When Startups Should Start Bookkeeping & Taxes
Learn when founders need to begin bookkeeping and tax filing – key steps for compliance, funding, and growth in early-stage startups.
Updated on Oct 31, 2025
Best Business Structure for Startups
Learn whether an LLC, S-Corp, or C-Corp is best for your startup. Get expert advice from Kruze Consulting on tax impact, fundraising, and long-term growth.
Updated on Oct 19, 2025
Cash management principles for startups
Startups need to follow specific rules when managing their cash reserves, including protecting capital, maintaining liquidity, and avoiding risk.
Updated on Oct 14, 2025
A Guide to Startup Treasury Managemen
Treasury management involves carefully managing a startup’s cash and financial resources while minimizing risk.
Updated on Oct 14, 2025
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
Top Cash Management Tips for Startup Founders
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 to Manage Startup Cash with Bond Ladders
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
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