Rooled

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Expanding across borders brings unique tax challenges, from navigating intricate transfer pricing rules to ensuring compliance with varying capital gains treatments. By taking proactive steps early, international founders can protect their valuation and prevent costly last-minute surprises when preparing for an exit. Our latest insights offer a roadmap to mastering cross-border compliance, optimizing tax structures, and preserving hard-earned value. Let Rooled’s global CFO experts and integrated partner platforms help you streamline your approach, build a strategic tax plan, and confidently secure a thriving future post-exit. LINK: https://ow.ly/bSF350UsN0M #Accounting #Startup #Tax #Finance #CFO

As the year’s end approaches, it’s time for startups to strategically optimize their tax situation. By identifying and leveraging key deductions—ranging from everyday business expenses to specialized credits like R&D—your company can significantly reduce its tax liability. Thoughtful timing of expenses and a proactive approach to documentation help ensure you’re positioned for both short-term savings and long-term financial health. With the right guidance, startups can confidently navigate complex tax regulations and transform year-end planning into a powerful growth strategy. Rooled’s expert team stands ready to tailor solutions that maximize deductions, minimize liabilities, and pave the way for a strong financial start to the new year. LINK: https://ow.ly/3zBT50Uqhc2 #Accounting #Startup #Tax #Finance #CFO #AI

As nonprofits expand their reach, growth can bring complexity to financial planning and tax management. Proactive strategies—such as scalable budgeting, diversified funding sources, and meticulous tax compliance—ensure that your organization continues to serve its mission while meeting increased regulatory demands. By tackling these financial and tax challenges head-on, nonprofits can set a secure foundation for sustainable advancement. At Rooled, we specialize in guiding mission-driven organizations through every stage of growth. From implementing advanced financial systems to fine-tuning tax strategies, our tailored support empowers your nonprofit to thrive, strengthen donor trust, and maintain full compliance as it rises to new heights. LINK: https://ow.ly/Xfv350Uqh5t #Startup #Accounting #Finance #CFO #Tax #AI

Proactive nonprofit audit preparation is key to maintaining donor trust and financial transparency. As the fiscal year wraps up, it’s crucial to review your financial records, strengthen internal controls, and ensure regulatory compliance. By following a structured checklist and staying ahead of reporting requirements, your organization can approach the audit process with confidence and clarity. At Rooled, we specialize in supporting nonprofits through every stage of audit readiness—streamlining processes, organizing documentation, and providing expert guidance. Don’t wait until the last minute; set yourself up for a seamless and stress-free audit experience that reinforces stakeholder confidence and drives long-term growth. LINK: https://ow.ly/B64W50UqgEM #Accounting #CFO #Tax #Finance #Startup #AI #Nonprofit

Startups face unique tax challenges as they grow, from unpredictable revenue to evolving regulations. By tapping into advanced analytics and machine learning, AI-driven tax insights empower founders to forecast liabilities with increased accuracy and speed, ensuring they’re always prepared for what’s ahead. Beyond simply predicting taxes, these intelligent tools help startups uncover potential deductions, maximize cash flow, and maintain strict compliance. At Rooled, our AI-powered solutions streamline the entire tax planning process, enabling you to focus on scaling your business while confidently steering clear of costly surprises. LINK: https://ow.ly/sXz850UoLGI #Accounting #Startup #AI #CFO #Tax #Finance

Calling all startup founders! Are you ready to navigate the complexities of financial management and tax prep with confidence? Rooled's Startup Survival Guide is your one-stop resource for thriving in the fast-paced startup world. Packed with actionable insights, this guide covers everything from DIY bookkeeping tips to evaluating fractional CFO services and hybrid financial solutions. Whether you're tackling tax prep or exploring accounting platforms, let Rooled empower you to make informed decisions. Ready to elevate your startup’s financial strategy? Download your guide today! LINK: https://ow.ly/4BLM50UnKHr #Startup #Accounting #CFO #Tax #Finance #AI

CFOs everywhere are being asked how AI should fit into their 2025 budget. Hear insights from Ramp's Dave Wieseneck, Rooled's Johnnie Walker, & Primary Venture Partners' Brian Gwiazdowski on how finance leaders can navigate this transformative technology to drive growth and innovation. Get more insights: https://lnkd.in/g72Zqej3

Nonprofits are increasingly expected to demonstrate the impact of their programs, but traditional evaluation methods often require significant resources. AI offers a powerful alternative, enabling organizations to analyze data, uncover trends, and streamline reporting processes. With AI tools, nonprofits can measure outcomes with greater accuracy, track key performance indicators, and create data-backed reports that build trust with stakeholders. Ready to transform your program evaluation? Explore how AI can help your nonprofit achieve more with less effort. LINK: https://ow.ly/VqgH50Ug560 #Accounting #Startup #Finance #CFO #Tax #Nonprofit #AI

Tomorrow's the big day...#AINative2024 is almost here! It's all hands on deck today at the Computer History Museum as we prepare to welcome everyone. We're so grateful and excited to host an all-star lineup of speakers and exhibitors and we want to give a special shout-out and thank you to our sponsors and partners who have helped make this year's Summit possible: Cerebras Systems, Lowenstein Sandler LLP, Gunderson Dettmer, Rooled, Firstboard.io®.io, MIT Alumni Startups (MITAS). Speakers Include: 🔸 Ion Stoica (Databricks, Anyscale) 🔸 Mike Schroepfer (Gigascale Capital, Meta) 🔸 Erik Brynjolfsson (Stanford University, HCI) 🔸 Chloé Bakalar (Meta) 🔸 Joaquin Quiñonero Candela (OpenAI) 🔸 Sean Lie (Cerebras Systems) 🔸 Mohit Aron (Cohesity, Nutanix) 🔸 Yaron Singer (Robust Intelligence (now part of Cisco)) 🔸 Shreya Rajpal (Guardrails AI) 🔸 Ryan Blue (Tabular, Iceberg) 🔸 Nick Elprin (Domino Data Lab) 🔸 Jordan Tigani (MotherDuck, Google BigQuery) 🔸 Eric Nguyen (Stanford) 🔸 Jacob Rinaldi (NOETIK) 🔸 Sam Cox (FutureHouse) 🔸 Alex Beatson (Axiom) Exhibitors Include: 🔸 Guardrails AI 🔸 Cleric 🔸 Gable 🔸 Cerebras Systems 🔸 Fixie.ai 🔸 Weaviate 🔸 Jimini Health 🔸 Workhelix 🔸 Domino Data Lab 🔸 CurieTech Inc 🔸 Axiom Check out AI Native Summit 2024's full agenda: https://lnkd.in/gzKv9kjY