More than two decades after Enron and WorldCom rewrote the rules of corporate accountability, SOX compliance remains one of the most important standards in modern business. This guide breaks down what SOX compliance really means, what’s required, and how founders can build compliance into everyday operations—without slowing the business down.

Most founders don’t realize they can get paid back for the money they already spent building their product. This guide breaks down the R&D tax credit in real terms — what it is, who qualifies, and how to actually claim it without getting lost in the weeds. 

Most founders think selling their business is a mystery. It’s not. Learn what questions to ask, how to protect your numbers, and how to make your business ready to sell — without the chaos.

Hiring internally means higher costs, slower closes, and turnover headaches. The outsourced accountant delivers speed, expertise, and flexibility—without the overhead. Here’s why outsourced accounting is the smarter play for business owners.

Most founders dread budgeting. But skipping it leads straight to the burnout spiral: overspending, cash crunches, and emergency cuts. This guide shows how to budget like a pro by keeping it simple, practical, and aligned with growth goals—and when it makes sense to bring in financial consultants to help.

The 2026 IRS tax updates are here — and they’re the biggest shift in a decade. From new deduction limits to higher credits, here’s how your CFO or tax accountant should be preparing now to protect cashflow and optimize your tax strategy.

When Vinyl Equity started, founder Rob Schoder just wanted clean books. What he got was a growth partner. Ursa turned basic bookkeeping into a full-on fractional CFO relationship — handling fundraising, cash flow, and financial ops so Rob could get back to building. The result? More time, more trust, and a finance function built to scale.

The SALT deduction just got its biggest overhaul in years. The cap has jumped from $10,000 to $40,000, but high earners will see their benefit phase out. For business owners, this isn’t just tax trivia—it’s a shift that affects cashflow, planning, and entity strategy. Here’s what to expect next, and how fractional accounting services can help you navigate SALT deduction 2025 with confidence.

Tariffs are taxes that hit your landed cost, pricing, and cashflow. This five-move playbook shows small businesses how to map tariff exposure, diversify supply, run a 13-week cash engine, automate controls, and stay agile through legal whiplash—with help from outsourced accounting and a fractional CFO.

Most founders run startup finances on gut feel, but that’s a fast path to missed payrolls and shaky fundraising. This playbook shows you how to master accounting, forecasting, and controls, plus when to bring in help — so you can lead with clarity and confidence.

Finance and IT break together, and fixing one without the other never sticks. This guide shows how to align financial and IT back-office systems with fractional accounting, financial outsourcing, and smart IT practices to create clarity, control, and scalability.

Acquisition planning is not about pitch decks—it’s about financial discipline. This guide covers the technical steps to get deal-ready: GAAP compliance, reconciled accounts, normalized EBITDA, defensible forecasts, clean cap tables, operational controls, and a complete data room. The work you do now sets the value of your company later.

In fintech, one slip on taxes or compliance can tank your raise—or your business. This guide breaks down what founders need to know: from R&D credits and AML/KYC to licensing, data privacy, and ops infrastructure. Show up investor-ready, stay regulator-safe, and scale without blowing yourself up.

Investors don’t fund messy. They back clarity, consistency, and confidence. This founder-friendly prep kit breaks down the financial and operational moves you need to make before a fundraising round—so you’re not scrambling when VCs start asking tough questions.

Founders can’t do it all, and they shouldn’t try. From early chaos to late-stage scaling, the best startup teams lean on outsourced operations partners to bring clarity, speed, and strategic sanity. This isn’t about giving up control, it’s about building your Circle of Trust before the wheels come off.

M&A deals don’t fall apart in the boardroom—they unravel in the back office. From due diligence to post-close integration, outsourced accounting gives you the horsepower to pull off a clean, profitable transition. Here’s how smart founders use outsourced ops to skip the post-merger hangover and protect the value they just acquired.

You just raised a round—nice work. But before you coast, remember: the IRS doesn’t care how slick your pitch deck was. This guide breaks down what founders need to know about tax planning before and after the money hits the account. No fluff, just the moves that'll keep you out of hot water.

SOC 2 compliance is the new standard for startups targeting enterprise clients—but most companies make it harder than it needs to be. This guide walks through what SOC 2 is, how the audit works, and how to make it part of your growth strategy (not your burnout story).

Revenue is nice. Profit is exciting. But cash flow is how your business actually stays alive. This guide breaks down how money moves in and out of your company, how to track it without the jargon, and how to use it to make better budgeting and financial decisions as you grow.

 If you're a founder in tech, life sciences, or software, this one's for you. The One Big, Beautiful Bill just rewrote the tax playbook—restoring immediate R&D expensing, unlocking retroactive refunds, and putting serious cash back on the table. Here’s what changed, what it means, and how to take full advantage.