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Josh Walovitch
Scaled Cognition • 7K followers
Too many emerging GPs are still managing compliance with spreadsheets and scattered docs, it's a ticking time bomb. After working with Rajesh Gopi and the Zive AI team for some time, it’s clear how critical it is to build the right foundation from day one. Tools like Zive BlueCheck are game-changers, not just for staying audit-ready, but for scaling with confidence. If you're launching a fund or raising your next one now, you'll want to take a look.👇 #venturecapital #emergingmanager #fundops #compliance #fundadministration #ziveai
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SegStream
321 followers
A surprising number of CPA firms still manage million-dollar Cost Seg projects with outdated tools. It feels fine until you see what modern automation actually frees up. SegStream automates the manual grind that quietly drains margin from every Cost Seg project. During your trial, you’ll see exactly where your process leaks time and profit, and what your team has been normalizing for years. After a week, most partners ask the same question: “How did we ever run Cost Seg without this?” You’re not just testing new software. You’re testing the version of your firm that delivers faster, protects margin, and lets your people focus on high-value work.
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Millennium Budget
6 followers
Build fundable business credit from scratch. Most tax pros miss out on grants and high-limit credit just by skipping compliance steps. Want to know exactly how to set up your entity, EIN, and banking for approvals? Every day this week, we're breaking down the checklist—entity setup, EIN, compliance, business banking, vendor tiers, and grant readiness. Today: Review your business address and EIN letter. Are they a match everywhere? That’s step one to funding. Ready to make your business bankable? Follow for daily tips and get the weekly grant link every Friday. #TMBCashRules #thetamikaeffect
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Eddie Nurieli
CHUTZPAH VENTURES LLC • 1K followers
The $3,000 Delaware Incorporation vs. The $30,000 Delaware Incorporation Both get you a Delaware C-Corp. but here's what you're actually paying for: $500-$1,000 (DIY): → Generic documents → No customization → You figure everything out yourself $3,000-$5,000 (Fixed-fee professional): → Properly structured for VC funding → Clean cap table from day one → Founder vesting agreements → Stock option plan with 83(b) elections handled → Strategic guidance $30,000+ (BigLaw): → Same documents as the $3K-$5K version → But paying $800/hour for associates to learn → Meetings about meetings → Fancy letterhead The truth: For 95% of startups, the $3K-$5K option is perfect. When you need BigLaw: → Complex IP situations → Raising $20M+ Series A When you don't: → Seed stage → Standard cap table → You want speed and efficiency Guard your dollars and cents and know what you're paying for.
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Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️
568 followers
Business Owner Focus: Year-End Playbook Business owners can maximize deductions before year-end: – Set up or fund SEP IRAs, Solo 401(k)s, DB plans – Time expenses for maximum tax efficiency – Consider entity review & cost segregation studies OBBA provisions to leverage: ✔ 100% bonus depreciation (assets after Jan 19, 2025) ✔ Section 179 expensing limit doubled to $2.5M ✔ Domestic R&D costs now fully deductible ✔ QBI deduction made permanent (phasing out at $197K single / $394K joint in 2025) #BusinessTax #YearEndPlanning #QBI
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The Finance Story
15K followers
🎉 Crete Professionals Alliance isn’t just buying up U.S. CPA firms (like your typical roll-up). It’s making them #AI-first. It is backed by Thrive Capital—the VC firm behind OpenAI, Databricks, Stripe. According to Reuters, Crete plans to invest $500 million over the next two years to acquire more accounting firms across the U.S. In fact, Crete isn’t alone; firms including, Accrual (by General Catalyst), raised $16M to acquire and modernize accounting firms via AI automation. https://lnkd.in/dEn3srNC #accounting #accountingandaccountants #offshore #outsource #uscpafirms
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taxtech500
21K followers
🚀 BIGGEST 2025 Funding Rounds in Tax Tech Tax-tech is no longer a niche bet. In May Thoma Bravo wrote a nine-figure cheque for HubSync, betting more than US$100 million that automated, end-to-end workflows will become table stakes for CPA firms. Just weeks earlier Crux closed a US$50 million Series B to make transferable tax credits as tradable as equities. Investors are chasing scale and infrastructure plays, not point solutions. The mid-tier tells the same story. Aibidia’s US$28 million Series B is fuelling an AI push into the US transfer-pricing market, while Numeral and Town each landed US$18 million to tame multi-state sales-tax and small-business compliance headaches. Korea’s Z Enterprise secured US$12 million to expand BizNep, and Vertex Inc.’s US$15 million stake in Kintsugi shows incumbents treating high-growth SMB platforms as R-and-D labs for AI. Complexity is global, so capital is following the rulebooks. Workflow automation is the next battleground. Filed raised US$17 million to let large firms pipe AI directly into existing tax prep software. Uplinq’s US$10 million will put real-time bookkeeping in every SMB’s pocket, and Incentify’s US$9.5 million aims to surface every hidden credit and incentive with an AI search layer. Investors are rewarding products that slot into day-to-day processes rather than asking finance teams to rip and replace. Seed-stage momentum is equally brisk. Fifteenth’s US$8.25 million round targets equity-heavy tech professionals with scenario modelling, Integral’s €6.3 million is building an all-in-one German back-office stack, TaxGPT grabbed US$4.6 million to become the first true AI co-pilot for firms, and Deferred’s US$3.6 million is modernising 1031 exchanges at the click of a button. These early bets signal that personalised guidance and niche verticals still have ample room to run. The pattern across every cheque: automate compliance, surface real-time insights, integrate natively, and leave humans for the edge cases. If 2024 was about proof-of-concept AI, 2025 is about building the tax operating system itself. Keep an eye on these rounds, our taxtech500 stats will track how quickly capital turns into market share. Join the conversation by joining our community platform here: 🔗 https://lnkd.in/ekmYhCY5 #taxtech #taxtechinvestments #taxtechfunding #taxtechstartups #taxautomation
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4 Comments -
Whitman Advisory
12K followers
Feeling stuck at $5M… $10M… $20M? Scaling a CPA firm takes more than ambition—it takes real infrastructure, smart capital, and a partner who’s walked the path. In this episode of Everything CPA and Private Equity, guest Sanjay Agarwal, CEO of Occams Elevate, shares how he scaled a tax practice from $4M to $60M, why he believes in equity for all high performers, and how his team helps firms grow without losing what makes them great. Tune in to the full episode here: https://lnkd.in/gzTmaKyV #CPAFirmGrowth #PrivateEquityPodcast #AdvisoryLeadership #AccountingStrategy #EverythingCPAandPE
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3 Comments -
Wiss
36K followers
Scaling a SaaS company? Your accounting model matters more than you think. From ASC 606 compliance to investor-ready reporting, SaaS founders face unique financial challenges that traditional bookkeeping can't solve. We break down the pros and cons of in-house vs. outsourced accounting—including: ✔️ When each model makes sense for your stage ✔️ Cost considerations beyond salaries ✔️ How to maintain control while staying lean ✔️ The hybrid path many successful SaaS companies take For most early to growth-stage companies, outsourced accounting delivers faster setup, SaaS-specific expertise, and the scalability needed to support fundraising and growth. Read Martha Eleftheriou, CPA's full comparison 👉https://hubs.la/Q03R6x3T0 #Wiss #SaaS #Accounting #Startups #CFO #Finance
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2 Comments -
James Stephan-Usypchuk
Ecliptica-Ops • 14K followers
Still relying on traditional M&A sourcing pipelines? Here’s the hard truth: most teams only see about 20% of real opportunities. The other 80%? It’s hidden off-market, lost in fragmented data, or masked by outdated search methods. At JSU Solutions, we’ve seen how proprietary AI-powered platforms radically change this equation. By leveraging multi-source data aggregation, intelligent pattern recognition, and natural language processing, our AI.DA 3.0 pipeline systematically uncovers signals other firms miss: months or even years in advance. For PE groups, this means owning the edge in deal origination. When the top 20% is crowded and overpriced, the real growth is in sourcing what others can’t see. #MergersAndAcquisitions #PrivateEquity #AI #DealOrigination #PEtech #GrowthStrategy #FutureOfWork #JSUSolutions
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Boomer Consulting, Inc.
4K followers
What becomes possible if your technical experts spend 70% of their time on high-judgment work? That is the question many firm leaders are asking as AI conversations accelerate. You want growth. You want efficiency. But you do not want to burn out your best people. L. Gary Boomer addresses this directly: “You do not need to change your people; you need to build the right system around them.” His four-attribute system, staff on demand, algorithms, dashboards, and community, creates that structure. It protects expertise while automating the routine. The risk of standing still is drift. The opportunity is a firm designed for leverage, clarity, and advisory growth over the next 18 to 36 months. Read the full framework: https://boomer.link/r29 #CPAfirm #AccountingLeadership #AdvisoryGrowth #AIinAccounting
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Venture Hints
49 followers
Delaware incorporation: A startup superpower or overhyped choice? 📍 With over 1.8 million entities calling it home, Delaware’s perks are real—but so are the drawbacks. Let’s weigh them for your venture! Pros shine bright: No state corporate income tax for out-of-state operations, flexible management structures, and a Chancery Court that delivers fast, expert rulings—ideal for VC-backed startups planning growth or exits. Privacy protections keep owner details confidential, and its investor familiarity speeds funding rounds. Cons? Franchise taxes (minimum $175, scaling with shares), foreign qualification fees and agents for non-Delaware ops, plus higher filing costs that can burden small bootstrapped businesses. Founder insight: A SaaS startup incorporated in Delaware, leveraging legal flexibility to close a Series A faster, while a local consultant elsewhere paid extra compliance without the upside—wasted resources! Key actionable insight: Go Delaware for scalability, investor appeal, and tax savings if operating nationally; choose your home state for simplicity and lower costs if staying local. Venture Hints delivers practical strategies on legal structures and company formation to match your goals. Delaware or home state for your startup? Share your view! 💼 #VentureHints #StartupTips #Entrepreneurship #BusinessGrowth
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Biru Consulting
3K followers
Founders: keep more runway with five quick tax moves that actually matter. This checklist highlights overlooked deductions, optimized entity choices, timing strategies, R&D incentives, and expense documentation—each with a practical example and an immediate next step. Schedule a tailored tax review to reduce surprises and free capital for growth: https://wix.to/zpNXl0t 🚀📊 #StartupFinance #TaxStrategy #Jakarta #SmallBusiness
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MarkCMO
288 followers
**You’re leaving money on the table by going it alone** Most founders, partners, and practice owners assume the next phase of growth or transition is just a matter of finding the right buyer, advisor, or specialist. Yet too many ignore the hidden value that emerges only when CPA firms, RIA founders, and M&A-minded business owners collaborate from the outset. The result: missed opportunities in succession, valuation, client retention, and trust. Here’s what happens when these three worlds start working together, instead of in silos: 1. **Faster growth through strategic referral networks** CPA firms have something every RIA and M&A leader wants: trust-based client relationships. When these networks align, best-in-class referrals flow seamlessly, leading to stickier clients, faster wins, and more attractive combined offerings. 2. **Stronger sales and superior deal outcomes** Buyers and sellers who involve both their accounting and advisory teams surface and address hidden risks faster. Real numbers meet real-life client goals, boosting confidence on both sides and enabling easier, higher-value deal terms. 3. **Smarter transition planning for firm longevity** Succession isn’t just about leadership handoffs or spreadsheets. When your CPA, your advisor, and your acquirer are in sync, continuity planning keeps key people engaged, clients loyal, and the culture intact, long after signatures are on the dotted line. Here’s the uncomfortable truth: most firms see collaboration as optional, not essential. The strongest results come when you challenge that assumption and put all your experts in the same room early in the process. That’s where Marketing comes in, we build the bridge between the disciplines and ensure every stakeholder wins. If you could redesign your next big move, who around the table is missing? Where are you leaving value untapped by thinking too narrowly? #Marketing #Leadership #MarketingStrategy #DigitalMarketing #ContentMarketing #CPA #RIA #Wealth #tax Visit the site for more insights
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Gordon Ritter
Emergence Capital • 6K followers
Layer is tackling one of the most overlooked pain points for SMBs: accounting. They’re gaining real traction doing so. Emergence is leading their seed round to bring embedded, AI-powered accounting to the SMB software stack. Kevin Spain highlights what makes this team and product so compelling.
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2 Comments -
AssureAI - Audit Automation Tool
2K followers
In an ideal audit scenario, financials come ready to review—clean, compliant, and perfectly formatted. But for most CA firms handling SMB clients, the reality is days spent inside massive Excel workbooks, trying to group ledgers, align previous-year figures, compile asset schedules, and patch together disclosures. That’s where AssureAI steps in—automating up to 95% of this grunt work. ✅ Auto-maps thousands of ledger entries in minutes ✅ Aligns prior-year figures with built-in carry-forward logic ✅ Generates fixed asset and ageing schedules in one click ✅ Produces fully formatted, disclosure-ready reports ✅ Reflects the latest ICAI and MCA mandates, always By collapsing what used to take 1–3 days into 10–15 minutes, AssureAI empowers CA firms to spend less time formatting and more time delivering high-value assurance. 📘 In our latest blog, we break down the exact Excel pain points faced by CA firms—and how AssureAI solves them, one automation at a time. 🔗 https://lnkd.in/gwYKY9Cu #CharteredAccountants #AuditAutomation #FinancialStatements #ExcelFatigue #AssureAI #CAtools #Fintech #AccountingInnovation #DigitalAudit
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Will Sullivan
Pacer AI • 4K followers
The real reason for the 𝐝𝐢𝐯𝐢𝐝𝐞 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐑𝐞𝐯𝐎𝐩𝐬: GaaP vs. Non-GaaP revenue. Don't be scared RevOps community. Read on if you want to help your CRO. Let’s break it down 👇 𝐆𝐚𝐚𝐏 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: • Defined by Generally Accepted Accounting Principles • Handled by: Finance • Tools: NetSuite, QuickBooks, Sage Intacct 𝐍𝐨𝐧-𝐆𝐚𝐚𝐏 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: • ARR. MRR. The recurring stuff. • Handled by: - Finance for recognition (ASC 606, IFRS 15) - RevOps for drivers (churn, expansion, etc.) •Tools: Maxio, Equals Here’s the kicker: It’s actually easier for Finance to understand ARR… …than for RevOps to bridge ARR into GaaP revenue. That’s the divide. So how do we bring them together? → RevOps must guide FP&A through the ARR drivers of churn, expansion, contraction, and new ARR—from a customer journey perspective. → FP&A must help RevOps understand why ARR may be higher or lower then reported revenue so RevOps understands how they drive GaaP revenue growth. This is how you help your CRO and CFO get aligned. This is how you build trust between Finance and RevOps. Get on the same page Speak the same language Level up. #CRO #RevOps #CFO #FPandA #SaaS
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2 Comments -
Juris Summit
1K followers
Is Delaware incorporation really the default choice for startups in 2026? For a small percentage of venture backed companies, yes. For most founders, it adds cost and complexity without real value. Incorporation should follow strategy, traction, and fundraising plans. Before choosing Delaware, ask whether your business truly requires it right now. Structure should support growth, not signal ambition. #startupstrategy #delawareincorporation #entrepreneurship
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