Insights & strategy
Tactical takes on tax strategy, cash flow, R&D credits, and the financial decisions that separate thriving companies from stuck ones.
$500K
Left on the table each year by SaaS companies that never claim their R&D credits.
Most founders assume R&D credits are for lab coats. The reality: if your engineers write code to build or improve a product, you likely qualify — and could offset up to $500K in payroll taxes a year.
Read article →A static annual model gives false confidence. Here's how rolling 12-month runway modeling actually catches the gaps that kill startups.
Qualifying Small Business Stock can exclude up to 100% of capital gains at exit — but the clock starts at founding. Here's what to set up now.
If your books are on cash basis heading into a Series A, investors will likely require a restatement. Here's how to get ahead of it.
Board reporting isn't just compliance — it's a credibility signal. Here's what institutional investors expect in every quarterly package.
Getting ASC 606 wrong can materially misstate revenue — and it surfaces painfully in due diligence. Here's the framework to get it right.
Hiring a remote employee in a new state creates nexus — and new filing obligations — often unnoticed until the penalties arrive.
The Financial Health & Venture-Readiness Assessment — a standalone diagnostic, no long-term commitment.
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About the author
ShirWan "Lee" Little
CPA, PMP — Founder
CPA and PMP with a background in financial operations and risk. Building financial engines for high-growth companies from Raleigh, NC.
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