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Latest Articles

We cover industry changes and deep-dive into financial strategies
Accounting Business Strategy CFO Advice Taxes

The Mid-Year Financial Reset: What Smart Companies Reevaluate in August

Companies can make plans in January, and not look at...
Business Strategy CFO Advice Funding Startup Tips

Public Company Finance Operations Playbook for SaaS

Public company finance operations run on a continuous SEC disclosure...
Business Strategy CFO Advice Funding Startup Tips

Pre-Seed Finance Operations Playbook for Startups

Pre-seed finance setup means standing up the smallest correct set...
Business Strategy CFO Advice Funding Startup Tips

Series A Finance Operations Playbook for SaaS Startups

A Series A finance checklist covers the accounting, tax, and...
Business Strategy CFO Advice Funding Startup Tips

Pre-IPO Finance Readiness Playbook for SaaS Companies

The pre-IPO audit prep timeline runs 18 to 24 months...
Business Strategy CFO Advice Funding Startup Tips

Startup Finance Operations by Funding Stage: An Overview

A post-funding finance checklist changes at every funding stage, growing...

R&D Offer Quiz

Step 1 of 3

Answer to find out if you're eligible for R&D tax credits.

Do the activities performed relate to a new or improved business component’s function, performance, reliability, quality, or composition?(Required)
For Example: A mid-sized packaging company develops a slightly modified cardboard box design to improve its stacking strength (reliability) for warehouse storage, involving minor adjustments to the corrugation pattern to reduce collapse under standard weight loads.
Is your company trying to discover information to eliminate uncertainty concerning the capability or method for developing or improving a business component?(Required)
For Example: A furniture manufacturer investigates whether a cheaper wood adhesive can hold joints as effectively as the current one during assembly, testing bond strength to resolve doubts about its capability in standard production lines.
Do the activities performed constitute a process of experimentation?(Required)
For Example: An auto parts supplier runs a series of bench tests on different lubricant formulations to find one that reduces friction in engine bearings more effectively, systematically comparing wear rates over simulated operating cycles.