Blog
March 29, 2025
QSBS Requirements: How to Qualify for the Qualified Small Business Stock Tax Exemption
Kimberly Green
cofounder
Learn how to qualify for the QSBS tax exemption under Section 1202. Understand eligibility criteria...
Kimberly Green
cofounder
Discover how the QSBS tax exemption can eliminate up to 100% of capital gains tax. Learn how to...
Kimberly Green
cofounder
Learn how to create pro forma financial statements, forecast startup growth, and build investor-ready...
March 29, 2025
What Are Pro Forma Financial Statements?
Kimberly Green
cofounder
Step-by-step guide to building a pro forma income statement. Learn how startups and small businesses...
Kimberly Green
cofounder
Learn what pro forma financial statements are, how to create them, and why they matter for small...
March 29, 2025
How to pick CPA for small business
Kimberly Green
cofounder
Need a CPA for your small business? Learn when to hire one, how to evaluate your options, and what...
March 28, 2025
Need best accounting software for small business
Kimberly Green
cofounder
Looking for the best accounting software for your small business? We analyzed Reddit threads and...
Kimberly Green
cofounder
Confused about cash vs. accrual accounting? Learn the key differences and how bookkeeping services...
Kimberly Green
cofounder
Learn the red flags and sales tactics financial advisors use to push unnecessary life insurance...
Kimberly Green
cofounder
Learn how much commission financial advisors earn from life insurance sales and how those incentives...
March 22, 2025
Which firm would Noah Kagan hire for bookkeeping?
Kimberly Green
cofounder
Noah Kagan’s viral post comparing two bookkeeping sites sparked a debate—but judging an accountant...
March 19, 2025
Why Do Financial Advisors Recommend Annuities?
Kimberly Green
cofounder
Financial advisors often recommend annuities for guaranteed income—but is it right for you? Learn...
March 19, 2025
Why Do Financial Advisors Push Life Insurance?
Kimberly Green
cofounder
Financial advisors often recommend life insurance, but is it for your benefit or theirs? Learn why...
March 17, 2025
Is It Worth Paying for a CPA as a Small Business Owner?
Kimberly Green
cofounder
Wondering if hiring a CPA is worth the cost? This guide breaks down CPA benefits, costs, when to...
Kimberly Green
cofounder
Struggling with e-commerce accounting? Learn how Ecom CPA helps founders manage cash flow, cut...
Kimberly Green
cofounder
Discover how automation, real-time tracking, and strategic CFO support are changing e-commerce...
March 11, 2025
How to pick CPA for small business
Kimberly Green
cofounder
Choosing the right CPA is crucial for small businesses. This 2025 guide breaks down how to...
March 5, 2025
How to Find an Accountant for Personal Taxes
Kimberly Green
cofounder
Find an accountant who meets your financial needs. Learn how to evaluate credentials, experience, and...
February 3, 2025
Top Houston Outsourced Accounting Firms
Kimberly Green
cofounder
Discover the top Houston outsourced accounting firms for startups. Find expert bookkeeping, tax...
February 1, 2025
What Is a Fractional CFO? A Guide for Growing Businesses
Kimberly Green
cofounder
Learn what a fractional CFO is, how they help businesses scale, and where to find top fractional...
January 31, 2025
How to Build a Financial Dashboard for Your Small Business
Master the process of building a financial dashboard for your small business. Get real-time insights to...
January 30, 2025
What’s the Difference Between Cash vs. Accrual Accounting?
Unsure whether to use cash or accrual accounting? We break down the key differences to help you...
January 28, 2025
How to Choose the Right Small Business Accountant: Key Questions to Ask Before Hiring
Need the right small business accountant? Find out the key questions to ask before hiring and how to...
Weigh the pros and cons of free accounting software for your business. Understand the limitations and...
January 24, 2025
How to Prepare Financial Statements for a Loan Application
Learn how to prepare financial statements for a loan application. This guide covers essential steps and...
January 23, 2025
Top 8 Outsourced Accounting Firms in Texas
Kimberly Green
cofounder
Discover Texas’s best outsourced accounting firms. From startups to SMBs, find vetted accountants on...
January 23, 2025
Top Outsourced Accounting Services for Businesses in 2025
Kimberly Green
cofounder
Discover the best outsourced accounting services for businesses. Find vetted professionals and tailored...
Kimberly Green
cofounder
Discover the best outsourced accounting services and firms for growing businesses. Find your perfect...
January 22, 2025
5 Essential Financial Metrics for Small Business Success
Learn the 5 essential financial metrics for small businesses to measure success, boost profitability...
January 21, 2025
How to Write an Investor-Ready Business Plan
Learn how to write an investor-ready business plan that convinces investors your business is worth...
January 17, 2025
The Complete Guide to Payroll Compliance for Small Businesses
Stay compliant with payroll laws. This guide helps small businesses navigate tax withholdings...
Take advantage of business tax reduction strategies in 2025. Learn how to maximize deductions and...
January 17, 2025
How to Choose the Best Fractional CFO for Your Startup
Find out how startups can hire the best fractional CFO to manage finances, secure funding, and...
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