Cash Flow Blog for Tech Startups | Jason Joel

Fractional CFO for Startups: Why You Need One

Fractional CFO for Startups: Why You Need One

When starting a new business, it’s easy to become so caught up in developing and launching your product or service that financial planning and management are not top priorities. However, financial expertise is crucial to the success of any startup....

February 22, 2023

Child Tax Credit for 2023: A Parents & Guardian Guide

Tax

Child Tax Credit for 2023: A Parents & Guardian Guide

As a parent, you want to provide the best possible life for your children. However, raising children can be expensive, and knowing what financial help is available is essential. One option for parents in the United States is Child Tax...

February 20, 2023

Funding Investing Startup

What is Series Funding: A, B, and C

In the startup world, there are many different types of funding. In addition, each stage has other requirements and benefits, from pre-seed funding to series C funding. This guide will cover all the stages you’ll need to know about when...

February 12, 2023

Accounting Audit Bookkeeping Small Business

Month-End Close Process: What is It?

What is a Month-End Close? During the month-end close process, you’ll ensure that everything is recorded in the correct accounts and that you’ve accounted for all the money that has come in and gone out. This helps your company know...

February 10, 2023

Business Financing: Unlocking Your Startup’s Potential

Funding Investing Startup

Business Financing: Unlocking Your Startup’s Potential

If you’re starting a business, you might wonder where you can get funding for your startup. Many options are available to get the capital you need, including business loans for startups, friends, and family, term loans, and investor financing. This...

February 8, 2023

1099 Form Process: How to Avoid Late Penalties

Accounting Tax

1099 Form Process: How to Avoid Late Penalties

As a business owner, staying on top of all tax-related deadlines, including those related to 1099 forms, is crucial. A 1099 form, also known as “Information Returns,” are used to report non-employee compensation, such as payments to independent contractors or...

January 25, 2023

Funding Investing Startup

What is an Angel Investor?

When considering funds for your startup, you might hear about angel investors. But what is an angel investor anyway? Angel investors are usually individuals who invest in startup companies for a potential payout in the future if the business is...

August 11, 2022

How an IRS Audit Works: Everything You Need to Know

Accounting Audit Small Business Tax

How an IRS Audit Works: Everything You Need to Know

No one ever wants to hear, “the IRS is auditing you.” But if you do receive that dreaded letter in the mail, don’t panic. An IRS audit can be intimidating, but knowing how an IRS audit works can help make...

April 17, 2022

What Is Profit Margin and How Can You Maximize It?

Accounting Small Business

What Is Profit Margin and How Can You Maximize It?

One important metric to track in your business is the profit margin. This ratio tells you how much profit your company makes on each dollar of sales. To maximize your margin, you must understand what factors influence it and how...

March 20, 2022

What Is a Cash Flow Forecast and Why Does It Matter?

Accounting Small Business

What Is a Cash Flow Forecast and Why Does It Matter?

You know that cash flow is critical if you’re a business owner. It would be best to have a good handle on your cash flow to make sure your business is booming. But what is a cash flow forecast, and...

March 13, 2022