The Startup Magazine

JUNE 8, 2022

Becoming a Certified Public Accountant (CPA) elevates a person’s standing among business contacts and peers in the accounting industry and clients and regulatory authorities. A CPA must have completed a certain amount of required coursework, pass a challenging exam consisting of four parts, and agree to abide by a code of ethics.

CPA 109

CPA Dallas Software Review Technical Review 109

YoungUpstarts

JUNE 12, 2018

They work with attorneys to form corporate structures and help with financing agreements. Usually, the last thing they think about is when they should be talking to a CPA firm about their business lifecycle. Think of it as quantum theory – small early steps can lead to huge benefits.

San Francisco 100

San Francisco CPA Alabama Tennessee 100

Up and Running

AUGUST 29, 2014

Many people who want to start a business believe they will be able to get grants or loans to help them finance the venture. Do I need to hire a Certified Public Accountant (CPA) for my small business? As a licensed professional, a CPA has to adhere to a code of professional ethics. If not, the business idea is not feasible.

Small Business 87

Small Business CPA Government North America 87

YoungUpstarts

FEBRUARY 1, 2020

by Bryce Welker, founder of Crush The CPA Exam. You are sure to be happy when your business reaches a Series B financing round because it usually means your company has a higher valuation. A certified public accountant (CPA) will perform the audit. Bryce Welker is an active speaker, blogger, and tutor on accounting and finance.

CPA 165

CPA Stock Options Valuation Stock 165

The Startup Magazine

NOVEMBER 30, 2017

If you are just starting out as a Certified Public Accountant (CPA) from college, you may want to know how to get ahead of the game in this competitive role. You may or may not have heard of sponsors and mentors throughout your training as a CPA, but it has become increasingly popular in the U.S. Find A Mentor To Sponsor You.

CPA 60

CPA Salary Reputation Finance 60

YoungUpstarts

APRIL 22, 2014

By Richard Weinberger, PhD, CPA, CEO of the Association of Accredited Small Business Consultants and author of “ Propel Your Small Business to Success: Accelerated Actions to Maximize Profit “ If you had to stand before the shark investors in ABC’s “Shark Tank,” would you get stumped by their questions?

CPA 160

CPA Technical Review Later Stage Equity 160

Duct Tape Marketing

NOVEMBER 16, 2023

Key Takeaways: Amidst the challenging landscape of small business finances, Todd Rammler sheds light on the critical issue of embezzlement. Todd Rammler’s expertise promises to redefine your approach to safeguarding your finances as your business grows. John (05:40): So you hit on two things that I want to come back to.

Michigan 73

Michigan CPA Small Business Hiring 73

YoungUpstarts

APRIL 16, 2018

Find a business bank or alternative account that allows you to easily download your transaction history so you can effortlessly send it to a licensed CPA or upload it into a tax preparation software. Seek professional guidance, if needed.

Small Business 150

Small Business Software Review CPA Employee 150

Hearpreneur

NOVEMBER 27, 2019

When we started the company, I didn’t want it to be called “Grunden & Hale” as is the standard for CPA firms because I envisioned the firm becoming much larger than just me and Adam. Summit CPA is now a company with over $5M in annual revenue and our team is fully distributed throughout the United States. And I was right.

Naming 157

Naming CPA Entrepreneur Software Review 157

YoungUpstarts

OCTOBER 25, 2018

It’s taken the Toronto executive from the world of Big 3 Accounting (as a CPA with PricewaterhouseCoopers in his early career) to Investment Banking(National Bank Financial) and capital markets (co-founding Eight Capital after leading the management buyout of Dundee Capital Markets). You also talk about challenges to entrepreneurs.

Partner 113

Partner Technical Review Management Due Diligence 113

Up and Running

SEPTEMBER 13, 2016

Corporations and LLCs are required to keep their business finances separate from the personal accounts of their owners, while sole proprietors do not face such restrictions. Keeping your personal and business finances separated in business and personal bank accounts will make tax season far less complicated. Team up with a CPA.

Small Business 60

Small Business CPA Finance Warrant 60

Mike Michalowicz

SEPTEMBER 19, 2018

BONUS … Honor the Value You Provide and Price Accordingly – Susanne Mariga, Certified Public Accountant (CPA), Certified Profit First Professional – Mastery Level, and Managing Member of Mariga CPA PLLC. The impact of a decrease in price is a reduction in profit. About Susanne Mariga.

CPA 76

CPA Software Review LLC Technical Review 76

Duct Tape Marketing

FEBRUARY 10, 2022

Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Marketing Podcast with Jason Blumer. Jason Blumer (01:14): Hey John, thanks for having me.

CPA 73

CPA Technical Review Revenue Forecast 73

YoungUpstarts

MAY 5, 2016

by Tim Steffen , CPA/PFS, CFP ® , CPWA ® , Director of Financial Planning for Baird. Yet too many people put their personal finances at risk to launch a business, but I believe it can be done without sabotaging your financial future. Don’t rely on credit cards if you need to finance the business. Don’t forego insurance.

Finance 100

Finance CPA SBA Bankruptcy 100

Hearpreneur

NOVEMBER 27, 2022

9- How my life and finances came to be. It’s about my life and how I managed my finances , and now I want to help other people that happen to be in the same shoes. I resumed that business in 2019 as a Certified Public Accountant and that is when New York state assigned Andrew Griffith CPA as my business name.

Naming 117

Naming SEO Entrepreneur CPA 117

YoungUpstarts

NOVEMBER 11, 2014

by William Olsen, CPA, Co-founder and VP of Product Development at Deductr. William Olsen, CPA, Co-Founder and Director of Deductr been in the tax industry for 20 years and a licensed CPA since 1997. He is a licensed CPA in the State of Utah. William designed the tax and accounting functionality of Deductr.

Utah 223

Utah CPA Cofounder Finance 223

YoungUpstarts

JULY 10, 2017

A good CPA and M&A exert can help assess how the new standard will affect the company, help determine the best practice for implementation, as well as assess the needs of the organization in order to implement this standard to get you the accurate relevant financial information you need to answer those questions.

Revenue 124

Revenue Technical Review Software Review Due Diligence 124

The Startup Magazine

APRIL 21, 2023

As important as MBA is to enhance entrepreneurship skills and capabilities, finance is equally crucial to sustaining businesses. If a business is not making a profit, the entrepreneur may need to manage business finances more efficiently. Moreover, you do not need a background in finance to qualify for the degree.

CPA 125

CPA Finance Metrics Forecast 125

The Startup Magazine

OCTOBER 14, 2021

Richard Lavina, CPA, Co-Founder and CEO of Taxfyle. Richard: I went to school for accounting and followed a path after graduation that those of us in that major typically follow: I started working for a CPA firm in Miami. TSM: What inspired you to start Taxfyle? I figured if I was having that issue, other people might be, too.

CPA 134

CPA Founder Vertical Cofounder 134

The Next Web

JULY 13, 2012

And self-financing puts the emphasis on business credit. In order to receive a business loan or investment, you need to separate the business from your personal finances and this means setting up a legal business entity such as a corporation (C Corporation or S Corporation) or LLC.

CPA 126

CPA Startup LLC Bootstrapping 126

Up and Running

MARCH 15, 2021

You’ve had your CPA review the numbers and are ready to file your taxes online. You wouldn’t have to search for another cloud-based tax filing tool when the size of your business changes. You only need to upgrade or downgrade to a different plan. Round the clock customer support. Picture this: it’s tax season.

Cloud 79

Cloud Software Review CPA Software 79

Business Plan Blog

NOVEMBER 13, 2013

The first milestone in a new startup’s financing is called ‘Seed Capital’ which refers to the initial investment raised by the founders from their friends and family, or commonly referred to as FFF (Friends, Family and Founders), who mostly use their personal assets. *The Convertible Debt Financing. Raising Seed Capital.

Finance 93

Finance Accredited Investor Angel Investor Seed Capital 93

The Startup Magazine

AUGUST 20, 2019

Getting the CPA Certification. Technology has simplified the accounting profession so much that it’s now possible to enroll for an accounting degree at the comfort of your coach and take CPA courses online. Becoming a CPA in the US boils down to 3 E’s: Education. To become a CPA, all states require at least a bachelor’s degree.

CPA 75

CPA Cloud Startup Software 75

Up and Running

AUGUST 28, 2019

Consider finding and working with a CPA and a lawyer. Because of its popularity, Delaware is also statistically a popular state for investors to finance businesses. If corporate taxes are totally new to you, it’s probably best to work with a CPA who also does Strategic Advising for small business owners.

Delaware 83

Delaware Stock Nevada Technical Review 83

YoungUpstarts

SEPTEMBER 23, 2014

Like it or not, healthy finances mean that you’re running a healthy business. Strong businesses have strong fundamentals, and among the most important of those fundamentals falls into the hands of the accounting and finance department. Others business finance managing finances managing money money management'

CPA 205

CPA Finance Hiring Management 205

YoungUpstarts

MAY 20, 2018

And of the total amount of failed startups, a majority reported finances as the major culprit of their collapse. It can be stressful and unproductive to worry about your personal finances while running a startup. David Johnson is a CPA and holds an MBA from Columbia. Streamline Your Accounting.

Startup 140

Startup Salary CPA Small Business Administration 140

Up and Running

MARCH 25, 2021

Most people think of financial audits as investigations carried out by a certified public accountant (CPA). That’s one definition, and you may require that if your company needs a loan, you’re getting ready to go public or the business will soon reach another milestone that requires financial transparency.

Software Review 117

Software Review Forecast CPA United States 117

Women Entrepreneurs Can

FEBRUARY 6, 2023

Set Up Your Business Finances Once you have established what type of business structure you will use, it’s time to set up your business finances. Again, it would be advisable that you hire a professional such as Safe Harbor CPA Firm to assist you.

Limited Liability Company 52

Limited Liability Company CPA LLC Finance 52

The Startup Magazine

JANUARY 11, 2022

If you’re not up to the financial aspects of writing a formal plan, hire professional help from a CPA (certified public accountant) who specializes in creating two-year financial plans for new companies. Later, you can use the plan to obtain bank loans, measure results against proposed benchmarks, and adjust profit goals.

Entrepreneur 182

Entrepreneur Startup CPA Networking 182

This is going to be BIG.

JANUARY 2, 2011

Not only that, but addressing the existing developer pool doesn’t really solve NYC’s most major human capital barrier to innovation—that it’s too easily to wind up mindlessly tracked into being an accountant with a CPA in a NYC school than it is to wind up a moble app developer. So where to start?

Developer 114

Developer New York City Java Ruby 114

YoungUpstarts

MARCH 11, 2015

For example, a valuation is usually needed for tax purposes when a) the company issues stock options for the first time; b) the company has a “material change” in their business such as a new financing; or c) it’s been more than 12 months since the last valuation. Kaufman Rossin is one of the Top 100 CPA firms in the U.S.

Valuation 100

Valuation Stock Options CPA Merger 100

Mike Michalowicz

MAY 23, 2017

Go Fund Me campaigns are wildly popular on social media, and there is no shortage of good causes who need financing. Written by Wendy Knutson, CPA. Wendy Knutson, CPA is the owner of Knutson CPA in Southlake, TX where a team of professionals serves a variety of businesses and ministries. Visit knutsoncpa.com/millennials.

CPA 74

CPA Texas Dallas Social Media 74

Hearpreneur

MARCH 16, 2018

16- Declare victory over finances. After graduating college with a degree in Accounting and a Certified Public Accountant (CPA) license, I found myself with over $30,000 worth of student loan debt and poor understanding of financial management. Fortunately, I was able to quickly turn my finances around and help hundreds do the same.

Entrepreneur 119

Entrepreneur Cuba Haiti Technical Review 119

YoungUpstarts

NOVEMBER 22, 2017

This field will make use of all you’ve learned in your bachelors degree in accounting, yet takes you on a different path than that of a CPA. Once you’ve completed your bachelor degree, got your finances in order to open a business, and you’re ready to open the doors, it’s time to think about marketing.

CPA 113

CPA Salary Valuation Social Network 113

Up and Running

APRIL 2, 2015

I was really disappointed when I needed my company’s first commercial bank loan to finance receivables of more than $1 million—from well-known distributors no less—and we ended up having to sign a lien on our family home to get the loan. CPAs get sued over bad audits. Well, the bank is going to want a lot before they give it to you.

Balance Sheet 60

Balance Sheet SBA Covenant Technical Review 60

YoungUpstarts

DECEMBER 9, 2018

Every entrepreneur should have a basic foundation in the accounting and finances of their business, if even just to understand and act on the feedback of a CFO or CPA. Clearly articulate your vision.

CPA 140

CPA Business Model Employee Founder 140

YoungUpstarts

AUGUST 28, 2018

As with your personal finances, the more diversified your business assets the less risk you carry. When you conduct business globally, you tap into investors abroad that might also be interested in financing your business. Look into each incentive carefully and discuss each one with a CPA if necessary. Asset Diversification.

Global 100

Global Singapore United States Japan 100