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 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.
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How CPA Firms Really Work: Economics, Staffing, and What It Means for Your Engagement
Key takeaways A CPA firm sells licensed accounting labor, priced on a staffing pyramid and billed either hourly or against a fixed engagement scope. CPA firm economics reduce to a single lever: how much billable production each seat generates above its own compensation. The median accountant earned $81,680 annually as of May 2024, according to…
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The Startup Accounting Tech Stack: Which Tools You Need at Each Stage (GL, Bill Pay, Payroll, Expenses)
The startup accounting tech stack has four layers: GL, bill pay, payroll, and expense. Which tools to add at each stage, what they cost, and when.
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Variance Analysis in the Month-End Close: Explaining the Numbers Before Anyone Asks
Variance analysis in the month-end close flags accounts that moved via a dual dollar-and-percent threshold and explains each before the board asks.
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At Capacity: Should Your Firm Hire, Offshore, or Partner? A Decision Framework
Hire a W-2 seat, contract an offshore team, or partner white-label? A cost-per-hour, break-even framework for the accounting firm capacity call.
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Accounts Receivable for Startups: Invoicing, Collections, and Why AR Discipline Extends Your Runway
Accounts receivable ties up startup cash. See how DSO, invoicing, and collections discipline free up months of runway, with worked math as of 2026.