Category: Resources

If you’ve received or granted incentive stock options (ISOs), Form 3921 can be easy to overlook—until tax season arrives. This IRS form is required every time employees exercise ISOs, and missing it can lead to costly penalties that start at $60 per form. In recent years, as tech companies and startups have increasingly used stock…

If you’ve ever tried to make sense of a company’s financial statements, you know it can be overwhelming. That’s where financial ratios come in—they help turn rows of numbers into clear insights. In fact, over 70% of financial analysts rely on key ratios to assess a business’s health and performance quickly. Whether you’re a student,…

If you’ve ever tried to bring together financial results from businesses operating in different countries, you know how quickly things can get complicated. The simple act of converting currencies can have a big impact on how accurate and useful your consolidated financial statements end up being. In fact, according to a Deloitte survey, nearly 60%…

Managing a business means keeping an eye on the money coming in and going out—but it’s not always as simple as checking your bank balance. Even profitable businesses can run into trouble if they don’t have enough cash on hand at the right moment. In fact, 29% of small businesses fail because they run out…

Starting a business can feel overwhelming, especially when you’re trying to turn an idea into something real. The truth is, more than 20% of new businesses in the United States don’t make it past their first year, according to the U.S. Bureau of Labor Statistics. Often, the difference between those who succeed and those who…

In the dynamic world of startups and emerging businesses, understanding financial valuations is crucial for both compliance and strategic growth. Among the essentials is the 409A valuation, a term that might sound intimidating but is a pivotal aspect of equity compensation and taxation compliance for private companies. Whether you are a founder, investor, or a…

When you’re sharing your pitch deck, what really matters? Is it security? Viewer insights? That moment of panic when you realize you sent the wrong PDF and wish you could update it post-send? For most founders raising capital, sharing your deck is a make-or-break moment. You’re not just sending a file—you’re delivering your narrative, your…

Starting a business is an exciting and challenging endeavor. With so many elements to focus on, from product development to customer acquisition, it’s easy to overlook one critical aspect: protecting your startup. In today’s fast-paced digital world, safeguarding your business is not just an option but a necessity. Whether you’re concerned about intellectual property, cybersecurity…