Episode description

Todays show:

In the latest edition of Startup Finance Basics, Jason sits down with Scott Orn from Kruze Consulting to tackle essential year-end planning for startups. "Year-End Planning: Setting Your Startup Up for Success," covers crucial topics like assessing next year's fundraising needs, crafting an operating plan, preparing for taxes and compliance, and more. Don't miss these practical tips to ensure your startup is ready to thrive in the new year!

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Timestamps:

(0:00) Kruze COO, Scott Orn, joins Jason

(2:17) Evaluate Your Fundraising Needs for Next Year

(7:05) Financial Statement Review and Clean-up

(8:34) Set High-Level Goals and Strategy

(11:27) Cost Optimization Review

(13:39) Create Next Year's Operating Plan

(17:19) Tax and Compliance Planning

(19:02) Team and Equity Management

(20:22) Cash Management Strategy

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Check out Kruze: https://kruzeconsulting.com Check out more Finance Basics here: THISWEEKINSTARTUPS.COM/basics

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Follow Scott:

LinkedIn: https://www.linkedin.com/in/scottorn

X: https://twitter.com/scottorn

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X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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