resources
Tax & Compliance
Practical finance, cash flow, and CFO strategy for founder-led businesses doing $2–10M.
Bookkeeping & Accounting
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How to read your P&L in 5 minutes (without an accounting degree)
James Lu, CPA, CFA
6 min read
Cash Flow & Forecasting
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The 13-week cash flow forecast every founder should run
James Lu, CPA, CFA
8 min read
Fractional CFO & Strategy
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When should you hire a fractional CFO? 7 signs it's time
James Lu, CPA, CFA
6 min read
Tax & Compliance
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4 tax moves for founder-led businesses before year-end
James Lu, CPA, CFA
5 min read
Industry Playbooks
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SaaS metrics that actually matter: MRR, churn, and burn multiple
James Lu, CPA, CFA
7 min read
Tools & Templates
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Free: the founder's monthly close checklist
James Lu, CPA, CFA
3 min read
