How to Move from an Accountant to a Trusted Advisor for Startups - podcast episode cover

How to Move from an Accountant to a Trusted Advisor for Startups

Sep 14, 202249 min
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Episode description

Top 5 reasons you as an accounting firm should focus on #startups. 


1. Other Peoples Money at the Table 💰

2. Hyper Focused Management - The founders are focused on Product Development and Customers 👀

3. Opportunity 🧐

4. Test yourself, learn yourself 📝

5. It's a Competitive Advantage for your Business 👩🏼‍💻


Dan & Steve dive into what a 409a and captable is, and why it is important for you to understand when working with startups. 


Let's connect🚀



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