Second, you’ll probably want to be able to access the software and pull reports without needing to ask your accountant, so make sure that’s an option. As your startup grows, your financial needs will continue to evolve, which is why it’s important to find an accounting system that can scale with you. The right software […]

For example, you may send interim invoices to a customer while working on a large, ongoing project. Read on to learn what is an invoice, how to create the document, and more. It’s usually done for big-ticket items or customized orders but requires a clearer arrangement and agreed-upon terms. Small Business Grants and Loans for […]

However, you still need an accountant for complex taxes, financial analysis, compliance, or strategic advice. Many founders still rely on spreadsheets or manual bookkeeping, which often leads to errors, wasted time, and poor financial visibility. Without reliable numbers, it becomes harder to control cash flow, stay compliant with taxes, or build investor trust. Moreover, accessible […]

Budgeting and financial forecasting should work in tandem with each other. A financial forecast is a report illustrating whether the company is reaching its budget goals and where it is heading in the future. Additionally, a long-term forecast might help a company’s management team develop its business plan. Fractional CFO advisory services are often best for project-based […]