As companies grow, accounting complexity increases, making automation essential. Let’s explore key solutions for managing these operations.
Final Version of Form 6765
Claiming the R&D Tax Credit? Big news for 2025—the IRS officially released the final version of Form 6765 for 2024 tax returns.
Bookkeeping Essentials for Small Companies
As a small business owner, bookkeeping is just one of many daily tasks. This guide covers the essentials to keep your finances on track.
Why Are Margin Calculations Important?
Margin calculations help keep your business profitable and drive sustainable growth. Let’s explore them further and learn how to calculate them!
What Are PEOs and When Is a Transition Necessary?
Learn when to transition from a PEO and how scaling beyond it can unlock cost savings, flexibility, and financial control.
How to Value Companies with Recurring Revenue
Understanding your company’s value is crucial. Let’s explore why it matters and the best methods to value a company with recurring revenue streams.
What Role Does Turnover Play in My Business’s Success?
Turnover refers to your business’s total income over the course of a financial year. Ready to explore how it contributes to your business’s success?
What are Typical Startup Bank Loan Terms?
Starting a business? Learn about typical startup bank loan terms and how to improve your chances of securing funding.
What is Financial Modeling? A Comprehensive Guide
Learn the essentials of financial modeling with this guide. Discover how to build accurate models, explore different types, and understand key components.
Cloud Accounting Software in HealthTech Financial Management
Explore how cloud accounting software boots financial management in HealthTech and discover its key benefits and features.
The Reintroduction of the Michigan R&D Tax Credit
The Michigan R&D Tax Credit offers businesses financial incentives for qualifying R&D activities. Learn how it can benefit startups and how it works.
What Are the Various Ways of Funding a Startup?
Discover different ways to fund your startup, learn their pros and cons, and find the best choice for your business growth!
What Is a Cash Accounting System?
Cash accounting is a method that tracks financial transactions based on cash flow. Learn its benefits, limits, and differences from accrual accounting.
What Are Profitability Ratios in Accounting?
Profitability ratios help assess your business’s financial health. Let’s explore what they are, what they reveal, and the most common types.
How to Calculate Profit vs Contribution Margins
Profit and contribution margins can determine your company’s success. Ready to learn how to calculate them and why they’re crucial for your startup?
What Should a Startup Entrepreneur Know About Accounting?
Explore key accounting tasks and tools every startup entrepreneur should know to succeed, including bookkeeping, financial statements, budgeting, and more.
Managing Cost of Goods Sold in Hardware Companies
Managing COGS is crucial for hardware companies. Ready to discover practical optimization strategies to reduce costs and drive success in your business?
2025 Tax Dates
Tax season is here! Did you miss any key dates? Here’s a list of important 2025 deadlines to help you stay prepared.
Types of Assumptions in Financial Modeling
Financial assumptions are the basis of your business plan. Learn about the different types of assumptions and how they can help predict future performance.
What Are the Different Methods of Financial Forecasting?
Not sure which financial forecasting method to use? This guide breaks down these methods to help you choose the best approach for your business needs.
A Guide to Equity Compensation for HealthTech Employees
Explore equity compensation in healthtech, including stock options, RSUs, ESPPs, vesting, and learn to maximize your benefits while navigating taxes.
What Is Venture Debt and How Does It Work?
Venture debt is a valuable and attractive financing option for startups with venture capital. Let’s explore its benefits, risks, repayment terms, and more!
What Does Financial Modeling for a Startup Require?
Discover the key requirements for financial modeling in startups: the right software, data analysis, regular updates, and expert guidance to ensure success.
What is Sensitivity Analysis?
Sensitivity analysis helps determine how variables impact model outcomes, improving financial predictions. Explore its process, challenges, and benefits.
How the R&D Tax Credit Can Drive Tech Innovation
The R&D Tax Credit is a government incentive that rewards businesses for investing in innovation. Discover how it can maximize your company’s potential.
What Expenses can Qualify for the R&D Tax Credit?
Discover which expenses qualify for the R&D Tax Credit to maximize your tax benefits.
Fintech Mergers and Acquisitions: Accounting Considerations and Strategies
Navigating fintech mergers and acquisitions? Understand the critical accounting considerations and strategies to ensure a smooth transition.
A Step-by-Step Guide to Setting-Up E-commerce Bookkeeping Systems
Learn how to set up efficient bookkeeping systems with our step-by-step guide. From choosing software to tracking expenses, we’ve got you covered.
Using Analytics for Financial Decisions in Hardware Manufacturing
Leverage data for smarter hardware manufacturing decisions. Discover how analytics can optimize your financial performance and drive growth.
The Role of R&D Tax Credits in Fueling Biotech Innovation
Biotech drives innovation in health, agriculture, and environment. R&D is costly and risky, but US R&D tax credits help offset costs, fueling further advancements.
Navigating Stock Compensation: An In-Depth Analysis (RSA, RSU, ISO, & NSO/NQSO)
The complexities of stock compensation can be challenging. Here, we compare and contrast your options to help clarify the differences.
Revenue Recognition for Hardware Companies: What You Need to Know
Revenue recognition is crucial for accurate financials, especially for hardware companies. Here are practical steps to recognize revenue effectively.
Cash Flow Management Tips for Hardware Businesses
Struggling with cash flow in your business? Discover effective strategies to optimize cash flow, manage inventory, and boost profitability.
R&D Tax Credit Filers: IRS Releases Streamlined Form 6765
Tax rules are constantly changing. Learn about the IRS’s release of the streamlined Form 6765 for R&D Tax Credit filers!
A Startup Guide to Pre-Seed Fundraising
At the pre-seed stage, startups often face the challenge of determining how much funding to raise. Let’s jump into this complex subject.
A Guide to Creating Financial Projections for Your Startup
Financial projections help you make informed decisions, enabling you to navigate entrepreneurship with confidence and resilience.
Understanding I-9 Requirements for Remote Workers
All employers must verify the identity and employment authorization of every worker in the U.S. Learn about Form I-9 and the requirements for remote workers.
Should My California Business Offer Dental Insurance?
Attracting the best talent means you have to stand out with the benefits you offer. If you’re not offering dental insurance, here’s why you should.
What Are Outsourced CFO Services?
Outsourced CFO services involve hiring external financial experts to fulfill the role of a Chief Financial Officer (CFO) on a part-time or project basis.
How to Structure a Venture Debt Deal
Venture debt is a financing option for startups and high-growth companies. Here’s everything you need to know about structuring a venture debt deal.
Understanding R&D tax credits
R&D tax credits are government incentives to encourage business innovation. Let’s dive into who qualifies and how they’re used.
What is Due Diligence Consulting?
Due diligence consulting involves thorough assessments and evaluations conducted by experts. Let’s take a closer look on how this can benefit your business.
Your Guide to Funding Projection
Funding projection refers to estimating or forecasting the financial resources an organization expects to receive or allocate over a specific period.
Does a CPA do Tax Filing and Consulting?
Decoding tax obligations and financial strategies can be daunting. Certified Public Accountants are valuable partners, armed with knowledge to guide you.
Secure Act 2.0
The Secure Act 2.0 is a law that was signed by President Biden on December 29, 2022. Here’s everything you need to know about it.
Important GAAP Considerations for Startups
Whether you’re just starting out or you’ve been in business for a while, you need to be aware of the basics of GAAP.
Advantages of Outsourcing a Payroll Service
As small organizations grow, a payroll administrator becomes essential. However, there’s often no need for a full-time employee. The solution? Outsourcing.
What Are the Basics of Financial Modeling?
Financial modeling is a complex beast, but it’s essential for business growth. Here are the basics about what they are and their use.
The Biggest Pain Points When Keeping Your Own Books
Keeping accurate financial records is crucial for running a business. In this article, we’re going to pinpoint the problems and offer solutions.
What Do Management Consultants Do?
Nowadays, every company seems to be hiring a management consultant, but what do they actually do? Do you need one for your business?
How to Receive Revenue On Your Books Before Earning It
Receiving revenue isn’t always straightforward, especially for service-based businesses. So, how do you record revenue in these cases?
How to Buy a Business in California: Your Guide
Buying a business in California is a significant decision that requires careful consideration and planning. Navigate the complexities with our guide!
How to Find Funding Consultants for Startups
Startups need cash injections so they can grow. If you’ve found yourself in this position and need a funding consultant, you’re in the right place.
What Is Business Succession Planning?
Business succession planning is a crucial process that every business owner should undertake at some point along their journey.
Understanding the Risks and Benefits of Small Business Loans
Small business loans are critical for small business owners. However, it’s essential to approach this financial tool with a nuanced perspective.
What is the Statement of Cash Flows?
The balance sheet and the income statement are two of the three primary statements, and the CFS is the third. Curious about how it works?
Choosing the Best Accounting Software for Your SaaS Startup
In the dynamic realm of a SaaS startup, accounting software is key to facilitating streamlined financial operations.
2024 Tax Relief for American Families and Workers
Discover the benefits and eligibility of the 2024 Tax Relief Act. Learn how to apply and how it impacts your financial strategy.
How to Create an Employee Handbook for a New Organization
An employee handbook is essential for establishing a structured and harmonious work environment within an organization. Learn more!
2023 Tax Dates
As 2023 comes to an end, make sure you have turned in all of the necessary documents for the year and extensions have been filed.
Should I Form an LLC or Sole Proprietorship for My Business?
When setting up a small business, deciding which business entity to register as is one of the most crucial decisions you will make.
An Employer’s Guide to Wage Garnishment
Navigating the labyrinth that is wage garnishment can be extremely daunting for employers. Here’s everything you need to know about it.
Financial Forecasting for Startups, What You Need to Know
Startups carry significantly more risk than a long-standing, well-established business. Let’s dive into why financial forecasting can secure your startup.
Can Employee Benefits Be Outsourced?
Employee benefits are a necessary component of any modern workforce’s compensation package. Here is what you need to know about outsourcing it.
How to Set Up a Financial Forecasting Model for Your Startup
Setting up a robust financial forecasting model stands as a cornerstone for the success of any startup. Here is what you need to know.
Understanding Form 3921
Form 3921 plays a crucial role in reporting stock option exercises. Let’s explore it together!
How to File Taxes as a Small Business
As a small business, you play a vital role in the economy. Here is what you need to know to file your taxes correctly.
All About Financial Due Diligence
Are you looking to secure investment funding for your company? Here is what you need to know about financial due diligence to gain investor approval.
How Can Bookkeeping Help with Tax Preparation?
Tax season can be complex for businesses. The process can become much more manageable with the support of good bookkeeping. Let’s take a closer look.
2024 Tax Dates
With 2024 here, it’s important to start preparing for your 2023 taxes. Below is a checklist of essential information to help you get ready.
How Much Runway Should a Startup Have?
Knowing how much runway to have as a startup is one of the most common questions entrepreneurs have. Here’s a guide for you to follow.
It’s a tricky question to answer because it depends on many variables. However, there are rules of thumb for each startup stage that you can take as a guideline. Let’s discover what these are.
How To Build a Strong Financial Team for My Startup
As a startup founder, you know a strong financial team is crucial. Here’s how to build one.
Our Guide to Streamlining Business Taxes
Filing taxes for your business is a necessary task. We help you understand which taxes are needed for your business and how file them.
Is it Effective to Hire a Virtual Bookkeeper?
The way we run a business is changing. Let’s explore the advantages and potential challenges of hiring a virtual bookkeeper in this article.
Understanding Cash Flow Management and How It Can Help Your Startup
Cash flow management is the financial lifeline of any business. Here’s a closer look at what it is and how to implement it today.
Ultimate Guide to How and Why Companies Buy US Treasuries
US Treasuries are short-term government debt, backed by the full faith and credit of the U.S. Learn how and why.
Tips for Evaluating Management Forecasts
Have you ever wondered how businesses predict their future success? This is where management forecasts come in. Here is everything you need to know.
Hidden Costs of Employee Benefits
Explore the hidden costs of employee benefits. Learn how to navigate these expenses and make informed decisions to optimize your workforce investments.
How Does a Fractional CFO Help Save Your Business Money?
Discover how a Fractional CFO can boost your business’s financial health with expert strategic planning, cost management, and cash flow optimization.
How Does Outsourced Payroll Work?
As a small organization grows and hires employees, a payroll administrator becomes essential.
What R&D Tax Credit can be found in the Technology Industry?
R&D Tax Credits are available for multiple industries. In this article, we dive into the ever-evolving Technology Industry.
Workers Compensation in California
As an employer, having workers’ compensation coverage is not only a legal requirement in most states, but it also offers peace of mind. Learn more!
All About Payroll Compliance
Payroll compliance is when your business adheres to all the payroll legislation and legal regulations for the processing of payroll. Ready to learn more?
Can a CPA Certify Financial Statements?
CPAs are often asked to certify financial statements. But are they allowed? The short answer is yes, though there are key considerations.
How Does HR Outsourcing Work?
As businesses seek efficiency, outsourcing has become a cost-effective way to handle key functions, with HR being a popular choice.
Final Paycheck for California: An Employer Guide to Terminating Employees in California
A guide to understanding the obligations and responsibilities as an employer. Tips and best practices for handling terminations and severance packages.
California PTO vs Sick Leave
Time off is an essential aspect of work-life balance, and employees’ rights to paid time off have become a critical issue in recent years.
Research and Development (R&D) tax credit for businesses
Explore R&D tax credits: Understand eligibility, income vs. payroll tax credits, and strategies to reduce your company’s tax liabilities.
Changes on form I-9 for employers and business owners, remote to in person
Changes have been made to the I-9 form for 2023. Here is what you need to know.
Finvisor & Xero: Your Accounting Solution
Discover how Finvisor partners with Xero to streamline your business finances with automated bookkeeping, financial reporting, and scalable solutions for startups.
Do Accountants Typically Write Business Plans?
Business plans are typically created by leaders or owners, but your accountant collaborates every step of the way. Discover how they can help!
Understanding I-9 Requirements for Remote Workers
Employers must verify the identity and authorization of all U.S. workers. What is an I-9 form, and what are the requirements for remote workers?
Our Guide to Working with Payroll Software
Explore Finvisor’s comprehensive guide to working with payroll software. Learn how to streamline your payroll process and enhance financial efficiency.
Our Simple Guide to IFRS 15 Revenue Recognition
IFRS 15 created a way of recognizing revenue and standardized reporting. Learn what it is and how to apply it to your financial reporting.
What are the Typical Duties of a CFO?
For tasks like taxation, planning, and forecasting, a qualified expert is essential. Hiring a CFO brings the expertise needed to elevate your finances.
All About Journal Entries for Contract Revenue Recognition
Journal entries are crucial if a business wishes to have a detailed record of all business transactions conducted, including contract revenue. Learn more!
An Overview of Financial Reporting
A successful business goes beyond selling—it’s about making smart decisions with data. Financial reporting is key to understanding your business’s health.
Our Guide to Reviewing I-9 Forms for Compliance
The I-9 form is required to verify employees’ identities and eligibility to work in the USA. Ready to learn more and start hiring?
Noah Hopton, Finvisor CEO, Featured on the DotCom Magazine Show
Meet Finvisor’s CEO & Founder, Noah Hopton, featured on the DotCom Magazine show in an exclusive interview on small business founders and entrepreneurs.
How Different is the Role of a Financial Controller to a Chief Financial Officer?
While both a financial controller and CFO manage finances, they serve different roles. Discover the difference and how business owners can access these resources affordably.
How to Streamline End-of-Year Taxes
Taxes, there’s just no escaping them! Discover with Finvisor how to streamline your end-of-year taxes with expert tips for a stress-free season.
Outsourcing Human Resources for Startups
Outsourcing human resources can help startups and small businesses free up time and gain expertise. Learn more about the benefits of outsourcing HR.
What are Early Exercisable Stock Options?
Exercising stock options simply means buying shares of the issuing company’s stock at a set price at the time the options are granted. Learn more!
How to Choose the Best Accountant for your Startup
Welcome to startup accounting 101 – accounting tips for startups that will help you choose among the best accounting firms for your startup business.
Five Signs Your Startup Needs Accounting Help
Congratulations, your business is succeeding! Now, it’s time to plan and forecast your finances for continued growth with an accountant’s help and advice.
FSAs and HSAs
Wondering what FSAs and HSAs are? Finvisor’s expert guide provides a clear explanation, helping you make informed health finance decisions.
Should My Startup Get An Accountant?
Learn more about how obtaining the services of an accountant can be a highly worthwhile investment to ensure your startup can scale effectively.
401(k) and SIMPLE IRA
A 401(k) and SIMPLE IRA are powerful retirement benefits plans a business can offer. Learn more about them to find which one best suits you.
The 5 Steps of ASC 606
ASC 606 helps businesses create a more accurate representation of revenue. Learn more about this accounting standard!
The Comprehensive Guide to Virtual Accountants
A virtual accountant does all of the same tasks as an in-house, in-person accountant, but remotely! Ready to learn more about virtual accountants?
Best Practices for Effective AR Reporting
Accounts receivable (AR) reporting gives your business insight into outstanding invoices and money owed to the company. Learn more about best practices.
The Simplest Steps for Streamlining Your AR Invoicing Process
Knowing best practices for AR invoicing and how to streamline this process will save you time and make accounts receivable processing more efficient.
How to Do Small Business Accounting the Smart Way
Learn how a small business organizes and interprets its financial data to gain a clear picture of its financial health.
How to Correctly Prepare Deferred Revenue Journal Entries
Any time your company receives payment for future goods or services, this is deferred revenue. Learn about the tracking mechanism for this type of revenue.
2022 Tax Dates
With 2021 wrapped up we hope you enjoyed the holidays with family and friends. It’s good to start thinking about 2022 and taxes.
Why Invest in Management Consulting for Startups?
With a management consultant, startups get enterprise-level help to ensure good plans, fewer problems and feedback from an outside perspective.
Corporation type (Sole proprietor, LLC, S Corp, C Corp, B Corp)
If you’re opening a business, what is the best corporation choice for tax efficiency and protection for you, your investors or partners? Learn more here!
Benefits Broker: The Ultimate Guide
A competitive benefits package helps recruiting and retention within your organization. Learn about the advantages of using a benefits broker here.
The Financial Impact of Web Presence and Marketing Strategy
How do you craft a financially effective web strategy to improve SEO and your marketing presence? Read on to learn more about the best tips to maximize your web presence within your budget.
Returning to Work After Covid
Discover essential tips for businesses returning to work after COVID-19, including safety measures, CDC guidance, and adopting a hybrid workforce model.
The Biggest Trends in HR Outsourcing
Outsourcing HR compliance provides peace of mind for small businesses. Learn more about HR outsourcing trends in San Francisco.
Commuter Benefits
How do commuter benefits work exactly and what are the advantages to both employees and employers? Learn more!
Unearned Revenue
With quarterly or annual contracts, customers often pay up-front, leading to unearned revenue on the company’s books. Learn more about how to manage this.
Cash vs Accrual Accounting Methods
When setting up your accounting, choose between cash or accrual method. Learn how to choose the best fit for your business.
Bench vs QBO: Accounting Software Comparison
Both QBO and Bench Accounting are bookkeeping tools. Let’s compare their pros and cons to help you choose the best option.
Xero vs Bench
Xero and Bench Accounting are both popular bookkeeping tools. Let’s compare their pros and cons to help you choose the best option.
Planning Tax Efficiency
Efficient taxes reduce compliance costs, ensuring organizations pay only the minimum required by law. Discover why tax efficiency matters and how it benefits businesses.
Parental Leave in California
Paternity and maternity leave laws in California ensure that new parents have the opportunity to take time off to be with their child. Learn more!
Fyle Finvisor Partnership
Finvisor is excited to introduce a partnership with Fyle! Fyle’s mission is to create the most user-friendly expense management experience on the market.
Retirement Plans for Small Businesses in California
Retirement thinking can get pushed off, but this critical piece of financial planning shouldn’t be ignored. Learn about California’s retirement plans here.
California Rules on Vacation and Paid Time Off PTO
Learn about PTO rights and what employers must offer for vacation and leave in California.
2021 Tax Dates
With 2019 wrapping up we hope you enjoy the holidays with family and friends. But it’s good to start thinking about 2020 and taxes.
PPP Forgiveness Calculation
Want to know how to calculate PPP forgiveness? Finvisor’s guide elucidates the process, helping you maximize your loan forgiveness.
1099-Misc and 1099-NEC: Employer’s Guide to Issuing 1099’s
To ensure that your business doesn’t miss a tax deadline or tax break opportunities, get up to speed on the new 1099 tax form and the new 1099-NEC form.
Everything You Wanted to Know About Fractional CFOs
A fractional CFO works for a company for a fraction of their time, usually on a part-time or project basis. Explore more about their services!
California Sexual Harassment Training: The Comprehensive Guide
All employers in California with more than 5 employees are required to provide sexual harassment prevention training. Learn more about the requirements.
Software Subscription Revenue Recognition: A Complete Guide
Businesses that offer subscription- or license-based products operate with a unique financial model. Learn all about subscription revenue recognition here.
A Guide to Section 83(b) Election for Startup Founders
We’re here to demystify the details of the 83(b) election, where startup founders receive equity in exchange for work, including the process of filing.
The Comprehensive Guide To Employee Benefits Management
With so many employee benefits available today, effectively managing this additional compensation is crucial. Get training on how to manage it efficiently.
CARES Act – Paycheck Protection Program
Congress passed the Paycheck Protection Program as part of the CARES Act to help employers and employees affected by Covid-19. Learn how to apply.
Executive Team: The Employer’s Playbook to Navigate the COVID-19 Economy
How can an employer navigate Coronavirus? Apply for forgivable SBA loans, delay tax filings, defer Social Security, and get reimbursed for sick employees.
2020 Tax Dates
With 2019 wrapping up we hope you enjoy the holidays with family and friends. But it’s good to start thinking about 2020 and taxes.
San Francisco Health Care Security Ordinance (HCSO)
Learn how to be compliant with the San Francisco Health Care Security Ordinance (SF HCSO) requirements for covered employees, and obligations in SF.
R&D Tax Credit: What is it?
Is my startup eligible for the R&D tax credit? Learn how to get big savings, even if your company isn’t making a profit.
Pre-Safe, Post-Safe, and Convertible Notes
How to choose the best funding for your startup: pre-money vs post-money valuations for startups. Should we raise convertible debt, SAFE notes or equity?
