Insights
Insights & resources.
What we see across $15M–$80M B2B finance functions — the patterns, the costs, and the fixes.
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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.
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How to Transition After Buying an Accounting Practice: A First-100-Days Plan for Clients and Staff
A first-100-days plan after buying an accounting practice: AICPA consent letters, seller transition terms, staff retention, and when to change fees or software.
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How to Choose a SaaS Startup Accounting Partner
Vet a SaaS startup accounting partner on what breaks in diligence: ASC 606 revenue recognition and the ARR, NRR, and cohort metrics investors check.
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The Accounts Receivable Month-End Close: AR Reconciliation, Aging Review, and Revenue Cutoff
The accounts receivable month-end close in three controls: reconcile the AR subledger to the general ledger, review the aging, and lock the ASC 606 cutoff.
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How CPA Firms Really Work: Economics, Staffing, and What It Means for Your Engagement
How CPA firms make money through leverage, who actually does your work, how realization shapes your bill, and what the accountant shortage means for your fees.