Startups
Accounting, tax and finance guidance for startup founders: QSBS, financing rounds, R&D credits, budgeting and scaling your finance function.


Author:
Greg O’Brien
November 7, 2026
How much should a Series A startup budget for virtual CPA services in 2026?
How much should a Series A startup budget for virtual CPA services in 2026? Compare starting prices, accounting scope, investor reporting, and tax planning.


Author:
John Malone
November 4, 2026
Can a financing round make new startup shares ineligible for QSBS?
Can a funding round affect QSBS eligibility? Learn how the $75M gross-assets test, financing proceeds, and share issuance dates impact startup stock.


Author:
Greg O’Brien
October 30, 2026
Landed Cost Explained: How E-commerce Businesses Calculate Inventory Cost
Learn how to calculate landed cost for e-commerce inventory, including freight, duties, insurance, and brokerage, and its impact on COGS and margins.


Author:
John Malone
October 29, 2026
Rule of 40 for SaaS Companies: How Finance Teams Should Calculate and Use It
Learn how to calculate the SaaS Rule of 40 using revenue growth, EBITDA, or free cash flow, and interpret results for financial planning.

Author:
John Malone
October 17, 2026
What changes in startup accounting after an LLC becomes a C corporation?
Learn what changes in startup accounting after an LLC becomes a C corporation, from opening balances and equity to payroll, Form 1120, and tax rules.

Author:
Greg O’Brien
October 16, 2026
Does an 83(b) election start the QSBS holding period sooner for restricted stock in 2026?
Can an 83(b) election start the QSBS clock sooner? Explore the 30-day deadline, restricted stock rules, and 2026 Section 1202 tax exclusions.

Author:
Greg O’Brien
October 12, 2026
Can SaaS startups claim the R&D tax credit for internal-use software in 2026?
Can SaaS startups claim the R&D tax credit for internal-use software in 2026? Explore eligibility tests, Section 174A, documentation, and payroll credits.

Author:
John Malone
October 11, 2026
How should a startup account for stock-based compensation before Series A?
Learn how startups should account for stock-based compensation before Series A, including ASC 718, 409A valuations, Section 83(b), and cap-table controls.

Author:
John Malone
October 9, 2026
What should founders change in their QSBS plan after the 2025 OBBB?
Learn how founders should update QSBS planning after the 2025 OBBB, including new holding-period tiers, the $15M cap, and $75M asset threshold.

Author:
John Malone
October 6, 2026
Can startups claim the R&D tax credit for failed product experiments?
Learn when failed product experiments can qualify for the R&D tax credit and how startups should document technical work, costs, and Form 6765 in 2026.

Author:
John Malone
October 2, 2026
When does a SaaS startup need CPA-level revenue recognition instead of basic bookkeeping?
Learn when a SaaS startup needs CPA-level revenue recognition instead of basic bookkeeping, especially with annual contracts, deferred revenue, and fundraising.

Author:
Greg O’Brien
September 25, 2026
What should a business do after a remote employee creates state tax nexus in 2026?
Learn what to do after a remote employee creates state tax nexus in 2026, from payroll registrations to multi-state filing cleanup and planning.
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