Insights for founders

Practical tax, bookkeeping, and compliance guides written for U.S. startup founders by working CPAs.

Founder Guide: SEC Filings for SAFE and Convertible Note Financings

Rule 506 exemptions, the Form D deadline, EDGAR access and the state Blue Sky notice filings founders often overlook after a SAFE or note closing.

How Section 1202 and the 2025 QSBS changes affect investor tax benefits, startup eligibility, holding periods and the records founders should keep.

Startup RPE benchmarks, average headcount by funding stage, and how investors evaluate operational efficiency before fundraising.

Why offshore development may create unexpected tax consequences, and how to estimate your exposure.

Avoid common filing mistakes and penalties when paying your annual Delaware franchise tax.

How SAFEs and other startup financing instruments impact your books and tax filings.

The most common bookkeeping, tax, and compliance mistakes startup founders make — and how to avoid them.

Learn when startups actually need a CPA, how CPAs differ from bookkeepers and CFOs, and what founders should prioritize at each growth stage.

Which founder expenses your startup can pay, which should stay personal, and how to avoid tax and due-diligence headaches.

Understand how SAFEs, Convertible Notes, shareholder loans, and priced rounds change your cap table, Delaware filings, and accounting records.

How US startups motivate employees with stock options, restricted stock, bonuses, and phantom equity — plus ISOs vs NSOs, 83(b), and Rule 701.