Morgan Bennett

Finance & Accounting Strategist

8 min read

R&D Tax Credit for Software Development & Tech Startups

It's estimated that software developers leave an average of $63,000 in R&D tax credits unclaimed each year.

Read More

6 min read

Fundraising Strategies for Fintech and B2B SaaS Companies

The early stage fundraising landscape for Fintech and SaaS startups reached record highs in 2021. The right strategies can help put your Fintech and...

Read More

5 min read

Mastering Scenario Analysis for Smarter Financial Modeling

Scenario analysis is simply a method of determining a future outcome based on one or more variables. It’s especially important in financial modeling,...

Read More

5 min read

Accounting for AI Startups: Unique Challenges and Solutions

Conventional startups tend to prioritize established business models when bringing products and services to market. AI startups are different,...

Read More

10 min read

Best CPAs for Startups: Choosing the Right Financial Partner

Cash is king. Any business needs cash flow to pay their staff, pay their bills, cover overhead costs and, ideally, profit and grow. But you could say...

Read More

6 min read

Scaling Financial Operations for Growing Startups

As companies grow from early-stage startups to established enterprises, their financial operations must evolve to support increasing complexity and...

Read More

4 min read

Free Cash Flow Worksheet Template for Startups

Cash flow worksheets are essentially financial roadmaps for your startup, intended to provide an overview of your finances, empower leadership to...

Read More

8 min read

SaaS Revenue Recognition & ASC 606 for Startups

To reflect the true financial performance of your SaaS startup, your revenue must be reported accurately. However, there are various complexities to...

Read More

5 min read

Understanding Virtual CFO Services and Their Benefits

What is a Virtual CFO? A virtual chief CFO differs in a few key ways from an in-house, full-time CFO. As the name implies, virtual CFOs provide their...

Read More

6 min read

Startup Financial Models: The Complete Guide for Founders

A financial model is designed to represent your startup's anticipated financial performance to support decision-making and planning. It's often based...

Read More