Archives: Episodes

There are two primary methods of bookkeeping: cash and accrual. We outline both methods and explain the pros and cons of each.

 Incentive stock options (ISOs) can be an effective strategy for early-stage startups to entice skilled employees, but they must be done right for the benefit to pay off.

Not surprisingly, Matt has reviewed thousands of investor pitch decks for startups…and they all ask him for his input and recommendations. In this FINAL EPISODE of the season, Matt discusses pitch deck recommendations including his thoughts for the (often overlooked…or screwed up) “Use of Funds” slide. 

Many of Matt’s small business clients are actually a bit embarrassed to ask, What is a preferred stock? because they think they should know what that is. The problem is – when they search for answers on the Internet, they still come away confused. In this episode Matt finally gives all of you a clear and concise answer.

Lots of small business owners out there think they “charge” sales tax, however that’s not the case. You “collect” and “remit” sales tax and there are some differences when it comes to products and services. In this episode Matt’s answers the questions, Should I be collecting sales tax on my product or service? He even addresses the, often confusing, nuance of “software as a service.”

Many of Matt’s small business clients who have received investments wonder, Can I invest my investment? Matt provides the simple answer (spoiler alert..it’s NO) and discusses why.

Just about every early-stage company founder Matt works with wants to know, What’s the deal with Delaware? In this episode, Matt talks about why so many companies choose to organize in Delaware.

Many of Matt’s small business clients have investors and, not surprisingly they want to stay in touch with them, but they’re not sure how. So, they come to Matt and ask, How and how often should I communicate with my investors?

Almost all of Matt’s small business tech clients ask him about the various credit programs that are out there and one he gets asked about all the time is the Angel Investor Credit Program. In this episode Matt not only answers what it is but discusses why it’s helpful for the company.

Many small business owners have heard about the R&D Tax Credit and State Incentive Programs and they come to Matt and ask, How can I generate cash for my small business with government money?

Many small business owners run into tax issues that they didn’t even see coming because they simply didn’t know what they didn’t know. In this episode, Matt addresses a couple of the most common traps small business owners fall into so he doesn’t have to hear them ask, What did I do wrong?

Many small business owners are familiar with Qualified Small Business Stock, but they aren’t entirely clear about the tax implications. They often come to Matt and ask – How can I take advantage of QSBS?

Many employees of early-stage startups who were granted stock options by their company ask Matt, How do I exercise the stock options I was granted by a startup?

Just about every small business owner and early-stage founder comes to Matt and asks, How do I grant stock options? The best part is, Matt tackles this question by looking at it through the eyes of the recipient to provide you with some insight into how to address this common need. 

Many early-stage startups set up their companies and have millions of shares that need to be distributed among everyone from the company founders…to early employees…to advisors…to investors. And when the time comes to grant those stocks Matt typically gets asked, What’s the difference between common stock and preferred stock?

Matt tackles another question he gets over-and-over from startup founders that are looking to raise cash and that’s, How should I value my startup to raise capital?

CPA and Partner at WISS & Co., Matt Barbieri discusses the reason he’s doing this podcast (basically to answer all those questions he gets over-and-over) and then answers a question he gets ALL THE TIME from startup founders, which is, What type of entity should our company be?