Insights
Insights & resources.
What we see across $15M–$80M B2B finance functions — the patterns, the costs, and the fixes.
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Bank and Account Reconciliation: How Often to Do It and Why It Makes or Breaks Your Close
How often to reconcile bank and card accounts: the detection-lag math, the 30-day and 180-day statutory windows, and the cadence that fits your volume.
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Offshore Bookkeeping and CPA Firm Outsourcing: How the Model Actually Works
How offshore bookkeeping and CPA firm outsourcing work in practice: which tasks move, who reviews, what IRS section 7216 requires, and the capacity math.
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Startup Accounting 101: How to Set Up Your Books From Day One
Startup accounting in six day-one decisions: entity, method, chart of accounts, bank feeds, payroll, and records, plus what fixing them later costs.
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The Month-End Close Process: Key Steps, Checklist, and How to Cut the Time It Takes
The month-end close process as five sequential phases: what blocks what, where the 62 hours go, and the arithmetic of cutting a day.
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Getting (and Staying) Diligence-Grade
Part 5 of 5 in Will Your Books Survive a Raise? — a five-part guide to diligence-readiness. Key takeaways The hardest way to survive diligence is to clean up your books after a term sheet lands. The companies that close fastest aren’t the ones with the best accountants on call in October. They’re the ones…
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Accruals and Cutoff: Where “Done” Books Leak
Part 4 of 5 in Will Your Books Survive a Raise? — a five-part guide to diligence-readiness. Key takeaways Clean books don’t automatically mean accurate books. A company can reconcile its bank accounts, apply correct revenue recognition, and still show investors a materially different business once they convert the P&L from cash to accrual. The…
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The MRR/ARR Waterfall: Why Your Deck Number and Your Books Number Are Different
Part 3 of 5 in Will Your Books Survive a Raise? — a five-part guide to diligence-readiness. Key takeaways Your ARR figure is the first number a new investor encounters — it’s in the pitch, the update, the board deck. The question that gets asked in diligence isn’t whether you know the number. It’s whether…
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Revenue Recognition Breaks SaaS Diligence (Here’s the Fix)
Part 2 of 5 in Will Your Books Survive a Raise? — a five-part guide to diligence-readiness. Key takeaways Step two in the diligence order — the revenue schedule — is where most SaaS diligence slows down or stops. The reason is almost always the same: the company recognized revenue when it received cash, not…
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What an Investor Opens First (And Why the Order Matters)
Part 1 of 5 in Will Your Books Survive a Raise? — a five-part guide to diligence-readiness. Key takeaways When a VC’s analyst sits down with your financials, they’re not reading a story. They’re running a test. They know what breaks first in startup books, what’s most likely to hide surprises, and in what order…