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What Expenses can Qualify for the R&D Tax Credit?

Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups

Fintech Mergers and Acquisitions: Accounting Considerations and Strategies

Fintech Mergers and Acquisitions: Accounting Considerations and Strategies

The biotechnology sector is critical for pushing innovation. Whether it’s for health, agriculture, or the environment, scientific advancement can have a profoundly positive impact. These

A Step-by-Step Guide to Setting-Up E-commerce Bookkeeping Systems

The biotechnology sector is critical for pushing innovation. Whether it’s for health, agriculture, or the environment, scientific advancement can have a profoundly positive impact. These

Leveraging Analytics for Better Financial Decision Making in Hardware Manufacturing

Leveraging Analytics for Better Financial Decision Making in Hardware Manufacturing

Venture debt, also known as venture lending, venture capital debt, or venture debt loan, is a financing option for startups and high-growth companies. Here’s everything

The Role of R&D Tax Credits in Fueling Biotech Innovation

The Role of R&D Tax Credits in Fueling Biotech Innovation

The biotechnology sector is critical for pushing innovation. Whether it’s for health, agriculture, or the environment, scientific advancement can have a profoundly positive impact. These

Navigating Stock Compensation: An In-Depth Analysis (RSA, RSU, ISO, & NSO/NQSO)

In this blog post, we delve into the intricacies of Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), Nonqualified Stock Options (NSOs), and Incentive Stock

Revenue Recognition for Hardware Companies: What You Need to Know

Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups

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. Learn how to forecast, budget, and

R&D Tax Credit Filers: IRS Releases Streamlined Form 6765

Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups

A Startup Guide to Pre-Seed Fundraising

Keeping accurate financial records is one of the most important aspects of running a business. In this article, we’re going to pinpoint the problems and

A Guide to Creating Financial Projections for Your Startup

Keeping accurate financial records is one of the most important aspects of running a business. In this article, we’re going to pinpoint the problems and

Understanding I-9 Requirements for Remote Workers

All employers must verify the identity and employment authorization of each person working in the United States. The USCIS Form 1-9, Employment Eligibility Authorization, is

Should My California Business Offer Dental Insurance to Employees?

Attracting the best talent means you have to stand out with the benefits you offer. If you’re not currently offering dental insurance, here’s why you

What Are Outsourced CFO Services?

Outsourced CFO services, or virtual CFO services, involve hiring external financial experts to fulfill the role of a Chief Financial Officer (CFO) on a part-time

How to Structure a Venture Debt Deal

Venture debt, also known as venture lending, venture capital debt, or venture debt loan, is a financing option for startups and high-growth companies. Here’s everything

Understanding R&D tax credits

Due diligence consulting involves thorough assessments and evaluations conducted by experts. Let’s take a closer look on how this can benefit your business.

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 in the business world can be daunting. Certified Public Accountants emerge as valuable partners, armed with specialized knowledge to

Secure Act 2.0

The Secure Act 2.0 is a law that was signed by President Biden on December 29, 2022, with some aspects having taken effect immediately and

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. This is

What Are the Advantages of Outsourcing a Payroll Service?

The time has come, your business has grown, and you now need to offload some of the day-to-day tasks onto someone else. But the problem

What Are the Basics of Financial Modeling?

Financial modeling is a complex beast, but it is essential for businesses that want to grow and be successful. Here are the basics about what

The Biggest Pain Points When Keeping Your Own Books

Keeping accurate financial records is one of the most important aspects of running a business. In this article, we’re going to pinpoint the problems and

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

Revenue is at the center of all businesses. Without it, you wouldn’t have a business, so accounting for that revenue is an essential part of

How to Buy a Business in California: Your Guide

Buying a business in California is a significant decision that requires careful consideration and planning. By following this guide and leveraging the support of a

How to Find Funding Consultants for Startups

You’ve taken your winning idea from conception right through to a living, breathing business. But like any new life, you need to provide resources in

What Is Business Succession Planning?

Small business loans are critical in empowering small business owners to realize their business ambitions. These loans serve as a financial lifeline, providing capital for

Understanding the Risks and Benefits of Small Business Loans

Small business loans are critical in empowering small business owners to realize their business ambitions. These loans serve as a financial lifeline, providing capital for

What is the Statement of Cash Flows?

When setting up a small business, deciding which business entity to register as is one of the most crucial decisions you will make. Although it

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.

Tax Relief for American Families and Workers Act of 2024: What You Need to Know

benefits and eligibility criteria of the Tax Relief for American Families and Workers Act of 2024. Learn how it impacts you and how to apply

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How to Create an Employee Handbook for a New Organization

An employee handbook is essential for establishing a structured and harmonious work environment within any organization. This comprehensive resource is a reference point for employees,

2023 Tax Dates

As 2023 comes to an end it is important to make sure that all important documents have been turned in and extensions have been filed

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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. Although it

An Employer’s Guide to Wage Garnishment

Navigating the labyrinth that is wage garnishment can be extremely daunting for employers and for good reason. It’s complex and fraught with pitfalls. Here’s everything

Financial Forecasting for Startups, What You Need to Know

Startups carry significantly more risk than a long-standing, well-established business. If finances are not handled with the utmost care and attention, it won’t take long

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Is There a Service to Outsource Employee Benefits?

Employee benefits are a necessary component of any modern workforce’s compensation package. They encompass a wide range of offerings, from healthcare and retirement plans to

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How to Set Up a Financial Forecasting Model for Your Startup

In this blog post we explain what you need to know when setting up a robust financial forecasting model stands as a cornerstone for the

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Understanding Form 3921

Understanding tax forms can be like deciphering a secret code. To help you out, this blog post is going to break down Form 3921. Whether

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.

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All About Financial Due Diligence

Are you looking to secure investment funding in order to take your business to the next level? If so, then you need to know what

How Can Bookkeeping Help with Tax Preparation?

Every year, the inevitable happens. Tax season rolls around and individuals and businesses across the US grapple with the challenges of correctly preparing and filing

2024 Tax Dates

With 2024 here, it is time to start prepping your 2023 taxes for the year. Here we provide you a list of due dates, what

How Much Runway Should a Startup Have?

One of the most common questions that entrepreneurs face is how much runway they should have for their startup. It’s a tricky question to answer

How To Build a Strong Financial Team for My Startup

If you are a startup founder, you know how important it is to have a strong financial team to support your vision and growth. Small

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, which we hope will help

Understanding Cash Flow Management and How It Can Help Your Startup

Cash flow management is the financial lifeline of any business. It is a fundamental practice that can help guide you when things are unclear. By

Ultimate Guide to How and Why Companies Buy US Treasuries

US Treasuries are short-term debt issued by the US government, backed by the full faith & credit of the United States, and offer attractive interest

Tips for Evaluating Management Forecasts

Have you ever wondered how businesses predict their future success? This is where management forecasts come in. These forecasts, which can range from financial projections

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Hidden Costs of Employee Benefits

If you want to attract and retain decent and loyal staff, you need to be offering an attractive benefits package along with the employee’s standard

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How Does a Fractional CFO Help Save Your Business Money?

Successfully navigating the intricate and complex world of business finance requires a deft and experienced touch, especially when it comes to maximizing savings and efficiency.

How Does Outsourced Payroll Work?

Payroll compliance is when your business adheres to all the payroll legislation and legal regulations for the processing of payroll. Non-compliance can be consequential.

What R&D Tax Credit can be found in the Technology Industry?

We’ve started a new series of blog posts, where we’ll dive deep into various industries that are eligible for the R&D Tax Credit, and today,

Workers Compensation in California

Without workers’ compensation coverage, an injured employee could file a lawsuit against the employer, and practice owners may find themselves liable for the settlement.

All About Payroll Compliance

Payroll compliance is when your business adheres to all the payroll legislation and legal regulations for the processing of payroll. Non-compliance can be consequential.

Can a CPA Certify Financial Statements?

CPAs are often called upon to provide their expertise when it comes to certifying financial statements. However, the question arises as to whether a CPA

How Does HR Outsourcing Work?

As businesses continue to progress and find new and efficient ways of working, outsourcing is fast becoming one of the most cost-effective and productive ways

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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.

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California PTO vs Sick Leave

Time off from work is an essential aspect of work-life balance, and employees’ rights to paid time off have become a critical issue in recent

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Research and Development (R&D) tax credit for businesses | Finvisor

You’re in need of a business plan, so you’re probably here because you’re wondering if an accountant can help write one for you. The quick

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Changes on form I-9 for employers and business owners, remote to in person

You’re in need of a business plan, so you’re probably here because you’re wondering if an accountant can help write one for you. The quick

Handshake - Symbolizing partnership between Finvisor and Xero

Finvisor partners with Xero for all your accounting needs

Xero is a fully cloud-based platform that can be used on tablets, mobile devices, and computers, allowing you to access the platform from any device,

Do Accountants Typically Write Business Plans?

You’re in need of a business plan, so you’re probably here because you’re wondering if an accountant can help write one for you. The quick

Graphic of Understanding I-9 Requirements for Remote Workers

Understanding I-9 Requirements for Remote Workers

All employers must verify the identity and employment authorization of each person working in the United States. The USCIS Form 1-9, Employment Eligibility Authorization, is

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Our Guide to Working with Payroll Software

As a business owner, you know payroll is one of your most important responsibilities. Not only do you have to make sure your employees are

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Our Simple Guide to IFRS 15 Revenue Recognition

IFRS 15 was created to eliminate the inconsistent ways that businesses handled transaction accounting. Without standardized financial reporting, investors and other parties interested in financial

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What are the Typical Duties of a CFO?

You may already have an individual on your team that takes care of the day-to-day bookkeeping financials. While it’s great to have someone on board

Journal Entries for contract revenue recognition

All About Journal Entries for Contract Revenue Recognition

Most simple financial transactions involve a customer requesting goods or a service and paying for them immediately. This is an easy accounting process when recording

Financial Reporting Accounting

An Overview of Financial Reporting

Creating a successful business isn’t just about selling products or services. It’s also about making smart decisions based on your company’s data. Having the ability

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Our Guide to Reviewing I-9 Forms for Compliance

Ready to hire employees for your business? If so, you’ll need to know and understand what the I-9 form is. Mandated by the Immigration Form

Noah Hopton Interview

Noah Hopton, Finvisor CEO, Featured on the DotCom Magazine Show

Finvisor’s very own CEO & Founder, Noah Hopton, was recently featured on the DotCom Magazine show in an exclusive interview about how Finvisor supports small

Reviewing the differences in the role of a Financial Controller vs CFO graphic

How Different is the Role of a Financial Controller to a Chief Financial Officer?

A Financial Controller and Chief Financial Officer (CFO) are similar sounding roles. However, each serves a very different function. Both are vital to a business,

Graphic of Finvisor expert showing how to streamline taxes with tax document

How to Streamline End-of-Year Taxes

Taxes, there’s just no escaping them! Many business owners await the year-end with dread because they know it’s going to be a long, complicated process

Graphic showing the different puzzle pieces of outsourcing Human Resources for startups

Outsourcing Human Resources for Startups

For many small businesses, a common misconception is that the practice of outsourcing human resources is only reserved for large companies. The complexities of managing

Graphic showing a man explaining graph of early exercisable stock options

What are Early Exercisable Stock Options?

Exercising stock options simply means buying shares of the issuing company’s stock at a set price, also known as the strike price, at the time

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How to Choose the Best Accountant for your Startup

Here you are – you need an accountant for your startup. After all, accounting helps you make the daily business decisions required to make your

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Five Signs Your Startup Needs Accounting Help

Congratulations, your business is succeeding! Now it’s time to get serious and start planning and forecasting your finances so you can continue scaling your business

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FSAs and HSAs | Finvisor

Health savings accounts (HSAs) and flexible spending accounts (FSAs) allow you to set aside pre-tax dollars for eligible out-of-pocket healthcare expenses. While you can use

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Should My Startup Get An Accountant?

Obtaining the services of an accountant can be a highly worthwhile investment. Learn more about gauging your startup’s need for using an accountant to ensure

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401(k) and SIMPLE IRA

Both 401(k)s and SIMPLE IRAs are powerful retirement benefits plans a business can offer their employees. Learn more about these each of these unique options

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The 5 Steps of ASC 606

As a business, you may be aware of the new ASC 606 accounting standard that was released in late 2014. The goal of this standard

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The Comprehensive Guide to Virtual Accountants

A virtual accountant does all of the same work of an in-house, in-person accountant. Instead of working in an office, a virtual accountant works remote.

Human Resources vector graphic demonstrating the hidden costs of employee benefits.

Best Practices for Effective AR Reporting

Accounts receivable (AR) reporting gives your business insight into outstanding invoices and money owed to the company. Any time you make a sale or render

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The Simplest Steps for Streamlining Your AR Invoicing Process

Anytime your company provides goods or services without requiring a full payment upfront, you will be invoicing against accounts receivable. If this process does not

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How to Do Small Business Accounting the Smart Way

Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups

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How to Correctly Prepare Deferred Revenue Journal Entries

Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups

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.

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Why Invest in Management Consulting for Startups?

Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups

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Corporation type (Sole proprietor, LLC, S Corp, C Corp, B Corp)

How do commuter benefits work exactly and what are the advantages to both employees and employers? Read on to learn more about commuter benefits, what

Benefits Broker: The Ultimate Guide

How do commuter benefits work exactly and what are the advantages to both employees and employers? Read on to learn more about commuter benefits, what

Web Presence Great Marketing Strategy

The Financial Impact of a Strong 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

Returning To Work After Covid

Returning to Work After Covid

How do commuter benefits work exactly and what are the advantages to both employees and employers? Read on to learn more about commuter benefits, what

The Biggest Trends in HR Outsourcing

The Biggest Trends in HR Outsourcing

How do commuter benefits work exactly and what are the advantages to both employees and employers? Read on to learn more about commuter benefits, what

Commuter Benefits

Commuter Benefits

How do commuter benefits work exactly and what are the advantages to both employees and employers? Read on to learn more about commuter benefits, what

Unearned Revenue, subscription revenue

Unearned Revenue

Subscription revenue is one of the most popular streams for new companies, as it provides customers a simple way to signup and a consistent stream

Cash vs accrual, accrual accounting

Cash vs Accrual Accounting Methods

When you first set up your company’s accounting, you need to setup your financials under the cash or accrual accounting method. Before you begin implementing

Bench vs QBO

Bench vs QBO: Accounting Software Comparison

Both Quickbooks Online and Bench Accounting are programs made for bookkeeping. Here, we will dive into the pros and cons of each software so you

Xero vs Bench

Xero vs Bench

Both Xero and Bench Accounting are programs made for bookkeeping. Here, we will dive into the pros and cons of each software so you can

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Planning Tax Efficiency

Why is it important that taxes be efficient? An efficient tax system minimizes the cost of complying with the tax code so organizations can pay

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Parental Leave

Maternity and paternity leave in California ensures that new parents have the opportunity to take time off to be with their child. There are certain

Fyle Finvisor Partnership

Finvisor is excited to introduce its partnership with one of the leading expense management platforms, Fyle. Fyle is a simpler solution than Expensify, Concur, or

Retirement Plans for Small Businesses in California

All too often, small businesses in California get stuck on retirement plans. With a focus on daily operations, thinking about retirement gets pushed to the

California PTO and Vacation

California Rules on Vacation and Paid Time Off PTO

California employees want to know about their earned time off, for vacation and other needs, and employers want to know what they are obliged to

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

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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

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Everything You Wanted to Know About Fractional CFOs

There are many organizations that could use a chief financial officer, but also do not need a CFO full-time. Rather than paying for a full-time

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California Sexual Harassment Training: The Comprehensive Guide

Since 2019, all employers in California with five employees or more are required to provide sexual harassment prevention training to everyone. Re-training is required every

Software Subscription Revenue Recognition: A Complete Guide

Businesses that offer subscription- or license-based solutions operate under a different financial model than those selling one-time goods or services. Instead of a straightforward, single-use

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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.

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The Comprehensive Guide To Employee Benefits Management

With so many benefits and combinations of benefits for employees available today, managing that additional compensation is critical. Employee benefits management ensures benefits are appropriately

CARES Act – Paycheck Protection Program

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Executive Team: The Employer’s Playbook to Navigate the COVID-19 Economy

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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)

The San Francisco Health Care Security Ordinance (HCSO) requires Covered Employers to satisfy an Employer Spending Requirement by making health care expenditure for their Covered

R&D tax calculator

R&D Tax Credit—what is it?

The R&D Tax Credit allows startups who meet certain requirements to use the credit against their federal tax bill and claim up to $250,000 towards

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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?