CFO & Management Consulting

PPP Forgiveness Calculation

June 29, 2020
You have gotten a Paycheck Protection Program (PPP) loan, but you now want to make sure you maximize the forgiveness essentially turning the loan into a grant. How do…
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CARES Act – Paycheck Protection Program

March 30, 2020
CARES Act - Paycheck Protection Program by Noah Hopton, CEO of Finvisor, on March 30, 2020 The Coronavirus Aid, Relief and Economic Security (CARES) Act offers cash flow support for startups…
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2020 Tax Dates

December 6, 2019
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. Listed below are all the important tax dates for 2020 (tax year 2019) with the applicable…
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R&D Tax Credit—what is it?

October 1, 2019
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 FICA for payroll tax savings. The requirements for payroll tax savings include: Gross receipts in…
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San Francisco Health Care Security Ordinance (HCSO)

August 22, 2019
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 Employees, among other reporting and notice requirements. What Constitutes a Covered[vc_custom_heading text="Employer to SF…
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Pre-SAFE, Post-SAFE, and Convertible Notes

July 30, 2019
PRE-SAFE, POST-SAFE,AND CONVERTIBLE NOTESBlog summary Pre-SAFE notes are diluted by all funding and notes that occur before the maturity date. Post-SAFE notes are only diluted by the funding…
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