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Staying organized may be the number one thing to success in financial planning, if not business as a whole. When we first start a relationship with a customer, one of the first few things we often do is create this so-called accounting calendar. Here’s the 6 Steps To Creating Your Accounting Calendar:

Our journey began with a deep dive into our core values. These aren’t just words on a wall; they’re the principles that guide how we work, who we hire, and how we serve our clients. Here are the core values that define GrowthLab:

A Fractional CFO improves financial leadership through smart planning and careful analysis. If you want to improve your financial management and earn more, think about adding a Fractional CFO to your team.

SAFE notes and convertible notes are designed to help early-stage businesses raise capital. These tools promise investors that they’ll receive additional shares down the road (unless you use a no cap, no discount SAFE). Eventually, both SAFE notes and conversion notes can be converted to equity and offer a discount and/or valuation cap.

Explore the role and impact of a fractional CFO on your business operations. Get insights on how a fractional chief financial officer can drive financial success.

As a small business owner, it’s essential to understand your cash burn rate. Here’s the calculation to calculate it: Monthly Burn Rate=Beginning Cash Balance-Ending Cash Balance/Number of Months

By leveraging the QBO API for custom automations, accounting firms can provide their clients with extended use of QuickBooks, avoiding the high costs, complexity, and talent risk of switching to NetSuite.