At Rooled, we believe that no one should feel intimidated by finance and accounting regulations. We strive to make it easier for startups and small businesses to navigate the complex and ever-changing terrain of business finance.
Whether you’re a first-time entrepreneur or an experienced business owner, our resources can help you stay one step ahead of the competition.
Business Planning•Startup Accounting•
Expense Forecasting: The Accountant’s Role in Strategic Budgeting
When startups think about budgeting, they often picture big-picture strategy sessions led by the CEO or CFO.
But the real groundwork for effective budgeting doesn’t start in the boardroom. It starts in the books.
Business Planning•Entrepreneurship•Startup Finance•
From Fundraising to Forecasting: What Founders Should Demand from Their CFO in 2026
The startup CFO is changing — fast.
In 2026, financial leadership will no longer be defined by gatekeeping or historical reporting. Founders don’t just need someone to “keep the books.” They need a partner who sees around corners.
When it comes to taxes, how you categorize expenses can be just as important as how much you spend. Misclassifying costs doesn’t just make your books messy.
It can inflate your tax bill, distort your financial reporting, and raise red flags in an audit.
Aligning Finance With Mission: Annual Planning That Reflects Startup Values
As startups head towards 2026, the most successful ones will measure more than just profit.
They’ll measure purpose. Annual planning is no longer a numbers-only exercise — it’s a reflection of what your company stands for, how it operates, and where it’s headed.
Scaling Smart: When Startups Outgrow DIY Accounting
Every founder remembers the early days — juggling QuickBooks, spreadsheets, and a dozen logins between pitch decks and payroll. In those scrappy moments, efficiency often takes a back seat to survival.
But as your company grows — adding employees, raising capital, or managing multiple revenue streams — the systems that once felt “good enough” start to bend under the weight of complexity.
An overview of a 2006 M&A crisis, where a pioneering tech company’s $100 million acquisition was jeopardized when its financial foundations were revealed to be nonexistent. David Johnson was brought in as a crisis CFO, diagnosed a catastrophic failure in accounting practices, led a heroic effort to rebuild the company’s finances from the ground up, and ultimately salvaged the deal—though at a cost of $25 million. It serves as a stark warning to startups and investors about the non-negotiable need for robust financial controls.
