Notes on running a business.
Practical guidance on cash flow, accounting, and the decisions that come with running a business.
Articles — Page 10
Investor-Ready Financials for Startup Founders (2026 Guide)
Investor-ready financials aren't just clean books — they're a complete financial picture that lets investors evaluate your startup with confidence. This guide covers exactly what to prepare before your next funding round.
Deferred Revenue Accounting for Startups With Annual Contracts
Deferred revenue is one of the most misunderstood line items on a startup's balance sheet. This guide explains how to record it, recognize it, and use it to build investor trust — with examples built around annual contracts.
Finance Operations Checklist for Startups After Raising Capital
Raising capital changes your financial obligations overnight. This checklist covers the 12 finance operations priorities every startup founder must address in the first 90 days after closing a round.
Startup Monthly Close Checklist After a Seed Round (2026)
Closed your seed round? Here's the exact monthly close checklist every startup founder needs to protect runway, satisfy investors, and build board-ready financials from day one.
QuickBooks Online Setup for Paid Media Agencies (2026 Guide)
A step-by-step QuickBooks Online setup guide built specifically for paid media and advertising agencies — covering chart of accounts, pass-through ad spend, client profitability tracking, and the common mistakes that break agency books.
How to Reconcile Google, Meta & TikTok Ad Spend in QuickBooks
Multi-platform ad spend reconciliation is one of the messiest parts of month-end close for paid media agencies. Here's a step-by-step system to reconcile Google, Meta, and TikTok ad spend in QuickBooks — accurately, every month.
Monthly Reporting Package for Paid Media Agencies: Complete Guide (2026)
A monthly reporting package for a paid media agency should do more than show ROAS. Learn what to include, how to structure it, and how to use it to make better financial decisions as a founder.
How to Separate Ad Spend Pass-Through from Agency Revenue
Pass-through ad spend is one of the most common sources of distorted financials at performance agencies. Here's exactly how to separate it from true agency revenue — and why it changes everything about how you read your P&L.
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