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FINANCIAL STATEMENTS INVOICE PROCESSING RECONCILIATIONS PAYROLL FORECASTING CAP TABLES DUE DILIGENCE The Community

The Basics

Financial Statements

Resource Library

Statements

Basic Financial Statements: All You Need to Know?

Statements

These guidelines point towards exercising high level of discipline while maintaining financial statements.

Statements

What are assets? Ten financial terms for small business owners

Statements

It’s important to have a basic understanding of the inner workings of your company’s finances.

Statements

How to build financial projections for your startup

Statements

Alongside accounting basics, creating financial projections for your startup’s business plan is absolutely essential.

Statements

Invoice Processing

Resource Library

Invoices

Introducing Intelligent Accounts Payable: Everything You Need to Know to Get Started

Invoices

How AP is evolving and how technology is helping to make these crucial processes more efficient and error-free.

Invoices

Best Accounting Software and Invoice Generators of 2020

Invoices

With hundreds of accounting software programs on the market, it's difficult to decide which one to choose.

Invoices

5 Tips to Mastering Invoice Management

Invoices

If your invoicing process is timely, comprehensive and accurate, you have a better chance of managing your cash flow well.

Invoices

Reconciliations

Resource Library

Reconciliations

Company cards: Cardholder 101

Reconciliations

Are you a company cardholder? If so, here are the answers you've been looking for.

Reconciliations

Company cards: Reconcile expenses

Reconciliations

Reconcile your company cards in Expensify with the Reconciliation Dashboard

Reconciliations

Why you need to do a bank reconciliation every month

Reconciliations

You should perform monthly bank reconciliations, so you can better understand your cash flow and true cash position.

Reconciliations

The Extras

Payroll

Resource Library

Payroll

The Most Important Employment Law Changes Happening in 2020

Payroll

Here’s a round-up of the most significant changes small and mid-size employers should be aware of.

Payroll

How Do I Switch Payroll Providers?

Payroll

Congrats—you’ve chosen a new payroll provider, and now it’s time for the transition!

Payroll

What’s the Difference Between a Part-Time and Full-Time Employee?

Payroll

Knowing how many full- and part-time employees you have affects a number of business classifications and decisions.

Payroll

Forecasting

Resource Library

Forecasting

How To Forecast Financial Statements

Forecasting

Preparing financial statement forecasts helps small businesses plan their future growth and manage cash flow.

Forecasting

The ultimate guide to financial modeling for startups

Forecasting

Discover the best practices in the ultimate guide to financial modeling for startups.

Forecasting

7 modern sales forecasting strategies for startups (and how to pick the right one for you)

Forecasting

With a sales forecast, you get a detailed prediction of what your sales team will sell in a given time period.

Forecasting

The Works

Cap Tables

Resource Library

CapTables

Equity 101: Equity basics for founders

CapTables

We’ll help you understand the basics so you can use equity to incentivize and retain employees.

CapTables

Why it’s smart to share your cap table with your investors

CapTables

We believe you’re always better off in the long term when you create strong relationships with your investors, and thus should definitely consider sharing your cap table with them.

CapTables

How to create a cap table (free cap table template)

CapTables

A cap table is a list of all the securities your company has issued and who owns them.

CapTables

Due Diligence

Resource Library

DueDiligence

Due Diligence: What Startups Need to Know

DueDiligence

Perform a due diligence process as an essential step before submitting an offer or providing funding.

DueDiligence

What is KYC/AML?

DueDiligence

VC funds have an important responsibility to comply with AML laws, and KYC/AML regulations ensure that only legitimate, non-criminal investors contribute to your fund.

DueDiligence