Financial Health

Fraud Prevention: Internal Controls for Accounts Payable

Fraud Prevention: Internal Controls for Accounts Payable

Area What It Controls Main Benefit Main Risk If Weak Vendor setup Who can get paid Blocks fake / duplicate vendors Shell companies, insider fraud Invoice approval What gets paid Prevents bogus or altered invoices Overpayments, fake services Payment processing How cash leaves Protects bank details and amounts Redirected payments, fake wires Segregation of duties

Angel Investors: How to Pitch Your Deck in 10 Slides

Angel Investors: How to Pitch Your Deck in 10 Slides

Slide Goal What Angels Look For 1. Title Hook attention fast Clear one‑liner, who you serve, basic proof 2. Problem Make them care Real pain, urgency, money at stake 3. Solution Show how you fix it Simple product story that makes sense 4. Market Show the size of the chance Big enough, clear niche, focused

Cap Tables: Managing Equity Distribution for Employees

Cap Tables: Managing Equity Distribution for Employees

Topic Quick Take What a cap table is A living spreadsheet that tracks who owns what in your company Why it matters It decides who gets rich, who stays, and how investors see you Employee equity tools Options, RSUs, ESOP pool, vesting schedules, cliffs Biggest risk Promising equity you do not properly model before the

Business Credit Cards: Points Strategies for Travel & Ads

Business Credit Cards: Points Strategies for Travel & Ads

Strategy Main Goal Best For Risk Level Welcome bonus stacking Fast points for travel New or growing businesses Medium (needs planning & cashflow) Category bonus targeting Ongoing cheap points Businesses with ad spend or travel Low (if you pay in full) Ads-on-points strategy Lower blended cost of ads Companies buying lots of traffic Medium (can

Tax Deductions Most Small Business Owners Miss

Tax Deductions Most Small Business Owners Miss

Deduction Area Why Owners Miss It Potential Impact Home office Rules feel confusing, fear of audit Thousands per year in rent, utilities, internet Vehicle & mileage Weak tracking, mix of personal/business use Big annual write-offs with simple records Health insurance & medical Owners think it only applies to employees Can cut both tax and out-of-pocket

Corporate Crypto Treasuries: Should You Hold Bitcoin? (Link to General/Crypto)

Corporate Crypto Treasuries: Should You Hold Bitcoin? (Link to General/Crypto)

Question Short Answer Should a company hold Bitcoin in its treasury? Maybe, but only after strict risk, liquidity, and governance checks. Primary benefit Asymmetric upside as a long-term store of value and strategic asset. Primary risk High volatility, regulatory uncertainty, and potential capital loss. Best fit companies Profitable, cash-rich, with long runway and high risk

Recession-Proofing: Building a War Chest

Recession-Proofing: Building a War Chest

Aspect What It Means Why It Matters In A Recession War Chest Size 3 to 12 months of expenses in cash or near-cash Buys time to make smart moves instead of panic moves Cash Mix Checking, high-yield savings, short-term treasuries Balances safety, access, and a bit of interest Debt Position Low high-interest debt, predictable payments

Tech Stack Audits: Cutting Unused SaaS Subscriptions

Tech Stack Audits: Cutting Unused SaaS Subscriptions

Aspect What You Get From a Tech Stack Audit Primary Goal Cut unused or low‑value SaaS and reduce recurring costs Time Required 1 to 3 weeks for a first full audit, then quarterly reviews Typical Savings 10% to 35% of total SaaS spend in the first year Who Should Own It Founder, COO, or head

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