What to Send Your CPA at Year-End — And How We Prepare It for You
We prepare a complete year-end financial package so your tax professional can file quickly and accurately. Here’s exactly what’s included. One of the most common sources of stress in the founder-CPA relationship is the year-end handoff. Your CPA needs specific documents to prepare your tax return — and if those documents are incomplete, disorganized, or […]
How to Read Your Monthly Startup Books Report
Every month you receive a financial package. This guide explains each section — P&L, Balance Sheet, Cash Flow — and what to do with it. Two accounting platforms dominate the small business and startup market in the US: QuickBooks Online and Xero. Both are cloud-based, both connect to your bank accounts, and both can generate […]
QuickBooks Online vs Xero: Which One is Right for Your Startup?
We work with both. Here’s an honest comparison of features, pricing, and which type of business each one suits best. Two accounting platforms dominate the small business and startup market in the US: QuickBooks Online and Xero. Both are cloud-based, both connect to your bank accounts, and both can generate the financial reports your business […]
How to Connect Your Bank Account — Step-by-Step Setup Guide
A quick walkthrough of connecting your bank and credit card accounts to get started with Startup Books in under 10 minutes. Getting started with Startup Books is designed to be as simple as possible. One of the first steps is connecting your business bank accounts and credit cards so your bookkeeper has access to your […]