Year-End Planning for Startup Success | Startup Finance Basics w/ Kruze's Scott Orn

Dec 5, 202422:51Watch on YouTube

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!

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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Listen here:

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Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio