Insights
Insights & resources.
What we see across $15M–$80M B2B finance functions — the patterns, the costs, and the fixes.
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Startup Financial Statements: How to Build a Balance Sheet, Income Statement, and Cash Flow Statement Investors Trust
Startup financial statements, built and tied out: a six-month example with a $355,600 net loss, $1,232,700 of cash, and a $348,400 deficit.
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Should You Outsource Bank Reconciliation? What Reconciliation Services Actually Do
Outsourced bank reconciliation services, costed: $8,352 of loaded task time against a $36,192 part-time hire, plus the SOC 2 access test.
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Cash Flow Management for Startups: Why Runway Beats Profit in Year One
Cash flow management for startups, worked: a month with $16,500 net income and $63,150 of cash burn, plus the runway denominator founders get wrong.
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Bank Reconciliation, Worked Example: Matching a Real Statement and Resolving Every Discrepancy
A full bank reconciliation worked example: a $194.25 gap hiding $56,767.75 of movement, outstanding check aging rules, and what to do when it will not tie.
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How to Track Expenses and Manage Cash Runway at an Early-Stage Startup
How to track startup expenses so the runway figure holds: chart-of-accounts discipline, the $75 evidence rule, the 2026 mileage split, and worked net-burn math.
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Multi-Entity Month-End Close: Consolidations, Intercompany, and Eliminations Without the Chaos
How the multi-entity month-end close works: intercompany matching, elimination entries with worked math, minority interest, and FX translation.
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How to Launch a Client Accounting Services (CAS) Practice: Scope, Staffing, and Margins
How to start a CAS practice: the four-tier service ladder, the 50.0% benchmark margin, and the worked math on what one dedicated professional must bill.
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Do You Actually Need an Accountant for Your Startup? A Stage-by-Stage Answer
Do you need an accountant for a startup? Six triggers force the answer to yes: payroll, contractors, a priced round, the R&D election, and diligence.
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Where Month-End Closes Go Wrong: The Errors That Quietly Distort Your Margins
The month-end close errors that reconcile perfectly and still distort gross margin: expense cutoff, un-trued-up accruals, stale allocations, wrong thresholds.