Startup Professionals Musings

MARCH 9, 2013

" Here are some key attributes of CFOs who fit the dream team definition, based on a definitive article by Mark Macleod : “It’s all in the details” - A professional accounting designation (CA, CPA) is the foundation. So, choose a CFO who is very comfortable with legal documents, as well as finance.

NDA 237

NDA CPA Startup SEC 237

Startup Professionals Musings

JANUARY 7, 2011

" Here are some key attributes of CFOs who fit the dream team definition, based on a definitive article by Mark Macleod : “It’s all in the details” - A professional accounting designation (CA, CPA) is the foundation. So, choose a CFO who is very comfortable with legal documents, as well as finance.

NDA 233

NDA CPA Startup SEC 233

Entrepreneurs-Journey.com by Yaro Starak

MARCH 10, 2011

I also contacted the State of Incorporation of the business for corporate dissolution documents and an employee identification number (EIN) transfer. Back then, buying sinking companies because of their large loss carry forward balances was allowed, and everyone started doing it until the government realized and modified the legislation.

Technical Review 71

Technical Review PPC Due Diligence Exit Strategy 71

Gust

SEPTEMBER 21, 2014

.” Here are some key attributes of CFOs who fit the dream team definition, based on an old article by Mark Macleod from StartupCFO: “It’s all in the details” - A professional accounting designation (CA, CPA) is the foundation. So, choose a CFO who is very comfortable with legal documents, as well as finance.

NDA 147

NDA CPA SEC Startup 147

Board Effect

MAY 17, 2021

These companies charge a fee, but it will be far less than what an attorney or CPA charges. Getting Your Founding Documents in Order. Your bylaws are your nonprofit’s governing documents. As you begin having meetings, your board will need to document everything you do and store all your documents.

Cost 78

Cost CPA Government Security 78

Up and Running

APRIL 2, 2015

One exception to the rule is that the federal Small Business Administration (SBA) has programs that guarantee some portion of startup costs for new businesses so banks can lend them money with the government, reducing the banks’ risk. There are exceptions, but the vast majority of commercial loan applications require a business plan document.

Balance Sheet 60

Balance Sheet SBA Covenant Technical Review 60

Up and Running

FEBRUARY 9, 2015

Those of you that have had the opportunity to go to college, I am quite sure that you probably know someone who is a CPA and someone who is a lawyer and you want to add those two people to this kitchen cabinet as well because you need professional advice. I want you to know that business plans are living, breathing documents.

Social Media 60

Social Media Small Business Software Review Technical Review 60

Up and Running

APRIL 29, 2014

Earlier this month I hosted Ryan Clower, a CPA from the accounting firm M. I am a CPA, down here certified in the great state of Texas and really just stoked to be here. White and Associates , for a webinar on tax planning for small businesses that we called “5 Critical Tips to Reduce Your Business Taxes This Year.”

.Net 85

.Net Capital Gains Distribution Puerto Rico 85

The Entrepreneurial Mind

DECEMBER 7, 2011

Let's start with what the Federal Government uses to define a small business. You can see the entire document here. You can see the entire document here. Under a certain number of employees? Under a certain level of revenues? But appearance seems to always trump substance and wisdom these days.

CPA 65

CPA Washington Small Business Government 65