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Startup

Essential accounting and finance guidance for startup founders

SBIR/STTR Grant Accounting: Indirect Costs, Time Tracking, and Fund Segregation
·mike

SBIR/STTR Grant Accounting: Indirect Costs, Time Tracking, and Fund Segregation

First-time SBIR/STTR awardees rarely fail audits on the science — they fail on indirect cost rates, timekeeping, and commingled funds. How to calculate your own indirect rate (DOE now caps reimbursement at 15% for for-profits), log daily hours DCAA will accept, and segregate award money before the SF 1408 survey.

grants
compliance
startup
The EB-5 Investor Visa in 2026: How Funding a US Business Can Get a Foreign Entrepreneur a Green Card
·mike

The EB-5 Investor Visa in 2026: How Funding a US Business Can Get a Foreign Entrepreneur a Green Card

The EB-5 investor visa requires an $800,000 investment in a Targeted Employment Area (or $1,050,000 standard) plus 10 created jobs, and petitions filed by September 30, 2026 lock in today's thresholds before the EB-5 Reform and Integrity Act's grandfathering provision sunsets.

immigration
entrepreneurship
startup
Revenue-Based Financing: How to Trade a Slice of Future Sales for Growth Capital Without Giving Up Equity
·mike

Revenue-Based Financing: How to Trade a Slice of Future Sales for Growth Capital Without Giving Up Equity

Revenue-based financing repays a lender 2-8% of monthly revenue until a 1.2x-3x cap is reached, typically costing 20-50% effective APR versus 40-300%+ for merchant cash advances, with no equity or collateral required.

revenue-based-financing
merchant-cash-advance
financing
Stripe Billing vs. Chargebee vs. Recurly: Choosing Your SaaS Subscription Platform
·mike

Stripe Billing vs. Chargebee vs. Recurly: Choosing Your SaaS Subscription Platform

Stripe Billing suits developer-led SaaS teams under roughly $500K MRR, Chargebee fits non-engineers managing complex pricing above a monthly platform fee, and Recurly's ML-optimized dunning recovers 40-70% of failed payments versus about 15% with no intervention.

payments
fintech
startup
Billing for Tokens: A Revenue Recognition Guide for AI Usage-Based SaaS
·mike

Billing for Tokens: A Revenue Recognition Guide for AI Usage-Based SaaS

ASC 606 still governs AI token-based pricing, but variable consideration estimates, the right-to-invoice practical expedient, and breakage on prepaid credit packs make usage-based revenue recognition materially harder to get right than flat-rate SaaS subscriptions.

revenue-recognition
saas
ai
Section 174A Explained: How OBBBA Restores Immediate R&D Expensing for Software Companies
·mike

Section 174A Explained: How OBBBA Restores Immediate R&D Expensing for Software Companies

The One Big Beautiful Bill Act's Section 174A permanently restores immediate tax deduction of domestic software development and R&E costs for tax years beginning after December 31, 2024, reversing the five-year amortization rule that had strained small tech companies' cash flow since 2022.

tax
tax-planning
tax-deductions
SBIR/STTR Grant Accounting: Indirect Cost Caps and Avoiding a Clawback
·mike

SBIR/STTR Grant Accounting: Indirect Cost Caps and Avoiding a Clawback

SBIR and STTR awards are cost-reimbursable federal funding governed by FAR 31.205 and 2 CFR 200 — DOE now caps indirect costs at 15% of total award value, NIH has tightened its F&A allowance, and undocumented labor costs are the most common clawback trigger.

grants
tax-compliance
compliance
The EU AI Act Lands on U.S. SaaS Companies This August: A Practical Compliance Guide
·mike

The EU AI Act Lands on U.S. SaaS Companies This August: A Practical Compliance Guide

A practical guide for U.S. SaaS founders, foundation model providers, and AI agent builders navigating the EU AI Act before the August 2, 2026 enforcement deadline — covering Article 22 representatives, Article 50 transparency disclosures, GPAI Code of Practice obligations, fine tiers up to 7% of global turnover, and procurement-questionnaire readiness.

ai
compliance
saas
Multi-State Sales Tax Compliance for SaaS and Cloud Software Companies in 2026: A Practical Founder's Guide
·mike

Multi-State Sales Tax Compliance for SaaS and Cloud Software Companies in 2026: A Practical Founder's Guide

A state-by-state operational playbook for SaaS founders in 2026 covering economic nexus thresholds, taxability maps (NY, TX, PA, WA taxable; CA non-taxable), Stripe Tax vs Anrok vs Avalara vs TaxJar trade-offs, true object test for bundled invoices, and VDA strategy for cleaning up historical exposure.

sales-tax
saas
tax-compliance
Section 1202 QSBS After the One Big Beautiful Bill Act: Tiered Holding Periods, the $15 Million Cap, and Trust Stacking
·mike

Section 1202 QSBS After the One Big Beautiful Bill Act: Tiered Holding Periods, the $15 Million Cap, and Trust Stacking

How the One Big Beautiful Bill Act rewrote Section 1202 QSBS — a tiered 50/75/100% gain exclusion at three, four, and five years; a $15 million per-issuer cap; a $75 million gross asset threshold at issuance; and non-grantor trust stacking that can lift a founder's combined exclusion well past the single-taxpayer limit.

tax
tax-planning
equity
Section 1202 QSBS Exclusion: A Founder's Guide to $15 Million in Tax-Free Gains
·mike

Section 1202 QSBS Exclusion: A Founder's Guide to $15 Million in Tax-Free Gains

Section 1202 lets founders, early employees, and angel investors exclude up to $15 million of capital gains from federal tax. This guide covers the OBBBA changes, the five eligibility gates, the new 3/4/5-year tiered holding period, Section 1045 rollovers, and stacking strategies that multiply the per-issuer cap across family members and non-grantor trusts.

tax-planning
capital-gains
startup
The R&D Tax Credit in 2026: How OBBBA Restored Section 174 Expensing, the Section 41 Four-Part Test, and the $500,000 Payroll Tax Offset for Qualified Small Businesses
·mike

The R&D Tax Credit in 2026: How OBBBA Restored Section 174 Expensing, the Section 41 Four-Part Test, and the $500,000 Payroll Tax Offset for Qualified Small Businesses

OBBBA restored immediate Section 174 domestic R&E expensing in 2026 and gives small businesses until July 6, 2026 to amend 2022–2024 returns. A practical guide to the Section 41 four-part test, the 14% Alternative Simplified Credit, the Section 280C reduced-credit election, and the $500,000 payroll tax offset for qualified small businesses.

tax-credits
tax-planning
tax-compliance
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