The Founder’s Roth IRA: A Bigger Tax-Free Prize Than §1202 — If You Build It Right

Highlights from "Navigating the Legal Minefield: Critical Legal Issues Every SMB CFO Manages"

Keeping It Steady During a Company-Defining Moment. How Charles River CFO Supported a Biotech Firm Through a Reverse Split, a Financing Round, and a CFO Transition.

The One Big Beautiful Bill Act (OBBBA), enacted July 4, 2025, restores immediate expensing for domestic research and experimental costs. For qualifying small businesses, this creates both retroactive refund opportunities for 2022-2024 and go-forward tax savings starting in 2025.

In this session, experts will guide startups through the tricky balance of bookkeeping, accounting, and fractional CFO support, showing exactly when you need each so you don’t feel like you’re on the edge without a safety net.

The Top 10 Effects of OBBB Tax Law on Small Businesses

Surviving and Thriving in the Long Biotech Winter Kevin Sarney "The IPO market remains unwelcoming to biotechs and venture investors are reticent to back younger companies. In the absence of reliable funding sources, many biotechs are trying to advance their most promising programs while keeping their operations lean until they can get to a fundable milestone. Big4Bio podcast talked to CRCFO's Kevin Sarney, about the current uncertainty biotechs face, the need for capital e

by Gardner Oleson, CPA Technology and General Business Practice Leader In today’s fast-paced tech landscape, CFOs and CEOs of startups and small firms rely on financial analytics to transform raw data into strategic insights. By integrating dashboards, scenario planning, and real-time KPIs into your finance function, you can make faster, smarter decisions that unlock growth. Here are some key points to consider. REAL-TIME DASHBOARDS & KPIs Consolidate data from accounting sys

by Kevin Sarney, CPA Life Sciences Practice Leader Taking a company public through an IPO is a significant milestone, but it also introduces a new set of financial reporting responsibilities. Many firms, after the initial excitement of going public, find themselves unprepared for the rigorous quarterly reporting requirements mandated by the U.S. Securities and Exchange Commission (SEC). At Charles River CFO (CRCFO), we specialize in providing fractional finance services to su

Why Startups Are Turning to Fractional CFOs, Controllers, and FP&A Specialists to Scale Smartly by Gardner Oleson, CPA Technology and General Business Practice Leader In today's fast-paced technology landscape, startups scale–sometimes rapidly–with lean teams and limited resources. Financial leadership is crucial, yet hiring a full-time CFO or building an in-house finance department may not be feasible. This is where fractional finance professionals—such as CFOs, controllers,

Recently, Jack McCullough, CFO thought leader, author, Founder and President of The CFO Leadership Council, and member of Charles River CFO’s Advisory Board, presented his perspectives for 2025 to our team. 1. Economic Landscape and Policy Outlook CFO optimism is rising with confidence projected to reach 2021 levels (StrategicCFO360). Pro-business policies at the federal level including lower corporate taxes and deregulation may boost growth. Global trade risks persist and su

As biotech startups navigate critical growth phases, financial complexity intensifies. Fractional CFO services become invaluable.