Startup Solutions: Empowering Startup Growth and Innovation

Are you a startup that’s interested in learning how to prepare for a VC’s due diligence, implement commercially reasonable information security measures, and how you can claim R&D credits? Check out these insights, from a few of our experts, that offer real, actionable steps you can take to prepare your startup.


"Ready for Due Diligence: Essential Steps for Startups Courting Venture Capital" by Marijane Kantzabedian, CPA

Ready for Due Diligence: Essential Steps for Startups Courting Venture Capital

by Marijane Kantzabedian | June 5, 2023

“While there are two distinct types of due diligence checks, hard and soft due diligence, both types build an analysis of all operational systems within a company. Venture capitalists need to analyze both quantitative and qualitative aspects of each startup to identify areas for growth and ensure accuracy of the information provided.  

Here are some key factors your organization should keep top-of-mind during this beginning phase, and how to prepare accordingly…”





[3:47 PM] Jamie Santos "Secure Foundations: Establishing Minimum Information Security Standards" by David Lam, CISSP, CPP


Secure Foundations: Establishing Minimum Information Security Standards

by David Lam | June 6, 2023

“As a startup organization, minimum security measures—or rather, commercially reasonable levels— are crucial to integrate to protect data and secure systems from any potential vulnerabilities. Although securing information is a journey and not a destination, to achieve these minimum levels, you’ll want to ensure you’ve addressed the following three categories…”



[3:47 PM] Jamie Santos "Innovation Incentives: Maximizing R&D Credits for Tech Startups" by Jun Wang, CPA, M.S. Taxation


Innovation Incentives: Maximizing R&D Credits for Tech Startups

by Jun Wang | June 7, 2023

“As of 2016, startups may qualify for an R&D tax credit of up to $250,000 annually for up to five years, amounting to a total of $1.25 million to offset the Federal Insurance Contributions Act (FICA) portion of their annual payroll taxes. Furthermore, the Inflation Reduction Act in 2022 has doubled the initial credit amount, allowing startups to claim up to $500,000 per year to bolster their innovation and research efforts. However, the benefits of leveraging R&D credits aren’t limited to only financial incentives…” 




The Human Factor in Tech

by Marijane Kantzabedian, David Lam, and Jun Wang | June 8, 2023

“From audits to protecting data to incentivizing employees, organizations are embracing technological solutions to streamline processes and boost efficiency. While these innovations do offer incredible benefits, it is crucial to recognize that these platforms and automations cannot completely replace human involvement – or at least not yet…”

Ready to accelerate your startup’s growth?