Filter directory
OpCo Treasury Sweep Threshold Worksheet
Sweep too aggressively and you strip the OpCo of working capital. Here is the baseline agents hold back before anything moves upstream.
SR&ED Technological Uncertainty Narrative Template
Most rejected SR&ED claims fail on the narrative, not the math. Here is the structure agents draft from your commit history.
Transfer Pricing Documentation Template
Intercompany transfers need contemporaneous documentation, not a retroactive explanation. Here is what agents generate before the wire moves.
Year-End Ledger Reconstruction Checklist
A framework for matching bank feeds to categorized transactions when twelve months went unreconciled.
Global Filing Compliance Calendar Template
A list of filing deadlines that do not show up on a standard US-only calendar.
Cross-Border Contractor Agreement Template
A localized employment framework that gets a contractor or employee paid correctly in their own country, without a new entity behind it.
Holding Company Structuring: When It's Worth the Cost
Standing up a HoldCo too early just adds filings. Here is the retained-earnings threshold agents watch before recommending one.
Mid-Market FX Routing for Cross-Border Payments
Wires priced at the interbank rate instead of a marked-up retail one keep a lot more capital on your side of the border.
What do I need to report if I earn revenue in two countries?
US and Canadian tax authorities want the same wire explained two different ways. Here is what the reconciliation memo covers before either return gets filed.
How is tax residency determined when I live in two countries?
US-Canada treaty tiebreakers are not automatic. Here is what agents check before either return gets filed.
What is the deadline to file an 83(b) election?
Miss the 30-day deadline and the tax benefit disappears for good. Here is what agents track from the moment stock is issued.
Should I set up a donor-advised fund before or after a liquidity event?
A DAF funded with appreciated stock ahead of a sale captures a deduction the same contribution cannot claim once the shares are cash.
How do I protect a closing-day wire transfer from fraud?
Investor wires get intercepted more often at signing than at any other point in a company's life. Here is what agents verify before funds move.
How do I reconcile my books when two tax agencies are involved?
CRA and IRS want the same cross-border revenue explained on different timelines. Here is what stays in sync automatically.
What's the most expensive tax mistake creators make?
Mixed personal and business income is the single biggest reason creators overpay. Here is what agents check first.
Should I incorporate in Delaware or somewhere else before Series A?
Most of the advice online is outdated. Here is what investors actually check during diligence in 2026.
SR&ED Eligibility: Which Engineering Hours Qualify
Debugging counts. Routine maintenance does not. Here is the line agents draw before a single hour reaches the claim.
GST/HST Input Tax Credits Founders Can Claim
Home office, hardware, and software subscriptions all qualify. Here is the recovery checklist agents run first.
Multi-Currency Payroll: Running Payroll in Three Currencies
FX timing, local compliance, and the one sync step most teams skip until it breaks.
Foreign Qualification for Delaware Companies, Explained
Incorporating in Delaware does not end your home state paperwork. Here is when the second filing is required and why.
How Platform Payouts Move Into Your Treasury
A walkthrough of the routing, categorization, and reconciliation steps that happen before you ever see the number.
Pro-Rata Side Letters: What They Commit You To
Most founders sign these without reading the follow-on math. Here is what it commits you to at the next round.
What cap table mistakes come up during due diligence?
Convertible note stacking, missing 83(b) elections, and other errors agents flag before your lead investor does.
Paying International Contractors Without Opening Local Entities
Local employment law does not care where your headquarters sits. Here is the agreement template agents generate for every jurisdiction.
What changes operationally when I incorporate in a second country?
Transfer pricing, dual filings, and the paperwork that has to move in lockstep or not at all.
What's the difference between the US R&D tax credit and SR&ED?
The eligible spend rules diverge more than founders expect. Here is what the agent recalculates for a dual-entity claim.
Donor-Advised Funds for Solo Studios and Small Businesses
You do not need a family office to give strategically. Here is the minimum structure that makes it worth doing.
Why did my investor's international wire arrive short?
Standard banking FX spreads quietly take a cut of every cross-border check. Here is how routing avoids it.
SAFEs vs. Priced Rounds: What Gets Tracked for You
A breakdown of what actually needs a lawyer and what your back-office can close on its own.
Tax and Cash Flow Planning for High-Earning Creators
Why creators making six figures still take home less than a junior PM — and the four things that compound the problem.
Cayman Holdco Structures for SAFE Financing Rounds
When your investor wants a US C-Corp and you live in Canada. The dual-entity structure, drafted.
Choosing a Card Issuing Platform in Canada: Lithic vs. Marqeta
Why we picked Lithic. The 10¢ unit economics, the API surface, and the licensing path we took with Cayman.
Continuous Bookkeeping: How Automated Book Closing Works
What it actually takes to keep a business's books continuously closed instead of monthly-closed.
Agentic Back-Office Software vs. Traditional SaaS Dashboards
A dashboard is a refusal to do work. The next generation of business software has to execute, or it doesn't belong here.
How SR&ED Tax Credits Work
The 60% rebate, when it's real, when it's phantom, and how we flag eligible spend as it happens.