The ERC is equal to 50% of qualified wages paid by the employer, up to $10,000 per employee. Qualified wages include salary, hourly pay, and other forms of compensation. Health...
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Whether you are just starting out or growing an established business, having the right people in place to manage financial operations and responsibilities is key to success. But what roles...
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1099 forms are extremely important tax-related documents issued to individuals for reporting income that does not come from an employer. 1099 forms report income from a variety of transactions such...
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Tax season can be a trying time for any business owner, but with the right preparation and organization, you can make the process much easier. To ensure that you’re ready...
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For many small business owners and startup founders, outsourcing an accountant can be a daunting task. With so many options out there, it can be hard to know where to...
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Predictive accounting is a powerful tool that differentiates itself from other reporting methods due to its ability to paint a predictive picture of the future, not just analyze and explain...
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With bookkeeping software, small business owners have the ability to sit back and focus their time on other aspects of running a business while their bookkeeper automates all bookkeeping needs....
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Are you a small business or start-up in search of financial guidance, but unsure about the cost that comes with hiring a CFO? By outsourcing CFO services, a professional can...
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Outsourced tax preparation services enable businesses to access the expertise and resources of experienced tax professionals without having to manage them in-house. By taking advantage of Rooled's outsourced tax prep...
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Tax documents serve an important purpose as they provide essential records to tax authorities during tax season. Knowing which tax documents you'll need to file for your startup or small...
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In uncertain times, small businesses need to be especially strategic with their spending. Discover how outsourced accounting can help your small business stay afloat. Schedule your FREE 1-hour consultation with...
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An outsourced CFO is a financial expert who partners with an organization to provide strategic guidance and financial oversight. Their primary responsibility is to ensure that all financial transactions are...
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Taxes can be a heavy burden on small businesses. The good news is that there are several strategies you can use to reduce your tax costs and maximize the amount...
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Financial statements are an essential part of financial analysis used by business owners to evaluate their financial performance. They allow for the evaluation of financial stability and forecasting future financial...
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Tax credits can be a powerful tax planning tool to help businesses of all sizes. They work by allowing businesses to reduce the amount of tax they owe by reducing...
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The key to success is setting yourself up for it in the first place and that starts with the basics: organization. Keeping track of business expenses, receipts, and tax forms...
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As we move into tax season, it's important to remember that taxes should be brought into strategic business planning. Too often, businesses treat taxes as an afterthought, but by incorporating...
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Your company has reached a new level of success. After years of hard work and determination, you have achieved profitability and are ready to take the next step. You decide...
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ESG reporting is a type of corporate disclosure that provides information on a company's environmental, social and governance (ESG) performance. ESG reporting can be used by investors to make more...
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Startups are often lauded for their innovation and creativity, but when it comes to financial management, most successful businesses follow a similar playbook. One of the key players in this...
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Accounting gives you a clear picture of your company's financial health. It can help you track income and expenses, understand where your money is going, and make sound financial decisions...
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As the future of work evolves, startups are getting more and more innovative every day. And not just regarding their products and services, but how they run their businesses. While...
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Revenue recognition is a crucial part of accounting for all businesses. It is the process of recording revenue and the policy whereby revenue is calculated in the financial statements. Recognizing...
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Accounting is a key component of any successful business, but for small and emerging businesses, investing in an in-house accounting team can be prohibitively expensive. In today's economy, it can...
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When approaching your business finances, there are two methodologies to consider: cash vs. accrual accounting. In the blog below, we will introduce the key differences between each school of thought,...
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Planning for recession is essential. As a CEO/founder it’s your responsibility to ensure your company will survive if you cannot raise money for the next 24 months. Ready to prepare...
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Employing fraud prevention and fraud detection strategies is crucial to reducing loss. Every organization should have a plan in place as preventing fraud is much easier than recovering your losses after a fraud has been committed. Forensic...
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Environmental accounting is the unique intersection of strong financial advice and business decisions through the lens of sustainability. Generally, organizations consider environmental management accounting to discover compliance efficiencies, eco-efficiencies, and...
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An IPO, or initial public offering, is the process by which a private company becomes a public company. To file an IPO, a business must first submit a registration statement...
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Managing the operations of your small business can feel like a menacing task, especially when your team is only just starting to grow. We know that accounting is complex and...
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It’s no secret that keeping track of finances is a full-time job. And if your company isn’t yet ready to hire a dedicated CFO, you’re likely searching for ways to...
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Organizational restructuring may be necessary for a business to stay competitive, especially in the face of rising inflation and the threat of recession. Chief Financial Officers help businesses understand the...
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After startups receive Series-C funding, it's time to deliver for investors looking for returns. Here are five critical steps to take after investors put their dollars into your business in...
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If you are like most small business owners, you started out using a simple accounting system to track your income and expenses. But as your business grows, you may find...
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Learning what could trigger an IRS audit on your business is the first step to avoiding one. Here are some red flags to look out for.
Reduce Overhead Costs in 9 Smart Steps The role of the CFO is to help businesses understand the financial implications of operational decisions, but more specifically, which operational decisions are...
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The decision to grow your startup can be tricky – do you go for a gradual increase, or do you go for a big bang and accelerate? Read on.
Startups rely on capable accounting systems to track finances and keep their business running smoothly. Is your accounting system holding your business back?
Finding the right venture capital (VC) deal is essential to your startup’s success. Here’s everything you need to know about sourcing, preparing for, and executing a VC deal.
From what it is to when you should consider it, here’s everything you need to know about venture debt financing for your startup.
Making the decision to grow or scale your startup can be difficult, but it’s important to weigh each option carefully.
As a startup, your finances must be accurate, there’s no other option. There are too many risks involved with reporting your finances incorrectly. Here’s why… and how to avoid it!
Rooled tax advisory wants to take the guesswork out of your startup’s or small business’s federal and state filing.
Get started on taxes early in the season. All your questions about business taxes answered by experts at Rooled.
Hungry for investors but not sure about equity fundraising? Rooled’s Board member tells startup founders what they need to know about the process.
Knowledge of some essential Excel functions is integral for business establishments. Here are 5 Excel capabilities that make us feel like data pros.
What kind of story does your startup budget tell? Find out how to instantly improve your business budget with help from a Rooled expert.
Get the straight facts about ERC credit—eligibility, calculation, and filing—from tax experts at Rooled. Download our checklist.
The payroll process can be rather complicated, but with the right payroll provider it can become error-free and accurate.
Are the complexities of fintech accounting different from the rest? Yes. Read our expert’s take on what accounting entails for the fintechs.
Sales forecasting is a key component of any business. These can be costly mistakes if not avoided for a business.
When it comes to being tax prepared for natural disasters, it’s important to know what credits are available, and deductions to include when filing your taxes.
Understanding financial statements, that formally record the financial activities and the position of the company, is essential for founders.
Accelerators are community-based support systems for helping individuals and companies succeed quickly. Find out if an accelerator is right for you.
When running your business, you need to maintain an effective system of accounting. This is especially true for startups. Learn the GAAP for your startup.
An integrated Enterprise Resource Planning (ERP) system is just what your startup needs to streamline business functions at scale.
Businesses who meet certain qualifications and are taking part in research and development activities within the US may be able to benefit from a payroll tax credit.
Choosing between an accounting software and ERP all comes down to what your business objectives are.
One of the key things to starting your accounting function is deciding which accounting method to use to record your transactions: cash or accrual accounting.
Your business plan or investment proposal needs an executive summary to include just the key points of your plan and not bore anyone with the minutiae of it.
Having a robust accounting system helps in building a stable foundation for your business. Accounting becomes an enabler behind strategic planning and crucial decision-making.
Business Process Outsourcing is contracting or outsourcing functional parts of your business to third-party service providers. But is it for you?
With the pandemic fuelling mass hiring of remote workers, how do businesses go about the process of payroll and taxes? Here’s a simple guide for you.
This Women’s Day, we look at the success stories of these boss ladies who are making headlines with their innovative ventures.
The nation’s tax season began on February 12, 2021, when the tax agency started accepting and processing returns from the year 2020. Here’s all that you need to know about it.