What is the right way to maintain vendor agreements?
We work with several recurring vendors but only some have signed agreements. What documentation should be maintained for finance, tax, and compliance purposes?
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We work with several recurring vendors but only some have signed agreements. What documentation should be maintained for finance, tax, and compliance purposes?
We know our bank balance, but we are not sure how to calculate burn rate and runway correctly. What expenses should be included, and how should one-time costs be handled?
We are hiring our first employees and want to understand professional tax obligations. When does registration apply, and what ongoing filings should we expect?
We may speak with angel investors in the next quarter. Which financial, legal, tax, and compliance records should be organized before due diligence begins?
We want to avoid last-minute cleanup before year-end. What reconciliations, documents, tax checks, and accounting reviews should be completed before closing the books?
A few customers are delaying payment beyond agreed terms. What process should we use for reminders, aging reports, escalation, and accounting treatment of overdue invoices?