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.

Join us for our quarterly "CFO Call" Webinar Series Wednesday, November 13, 11:30 AM -12:30 PM EST With 2025 fast approaching, now is the time to address two important topics that may be on your planning horizon. First, we will review key considerations and a suggested timeline of actions if you are planning a potential public offering. Additionally, we will provide an overview of the Financial Crimes Enforcement Network's (FinCEN) new Beneficial Ownership Information (BOI) f

Three Key Challenges for Review this Fall As we approach year-end insurance renewals, it's crucial to review three important areas: Directors and Officers (D&O) insurance, clinical trial insurance, and cyber insurance. Early planning ensures your firm is prepared for upcoming changes and challenges. 1. Directors and Officers Insurance D&O insurance has experienced substantial changes since 2020. According to S&P Global, premiums increased by 38% in 2021 and 41% in 2022. Whil

With last week's solstice announcing summer, some adhere to tradition by leaping over bonfires for protection throughout the year. However,

Understanding potential tax-saving strategies is crucial. One such strategy is the Massachusetts Security Corporation (MA Security Corp).

Seven areas of expertise an insightful CFO brings to a small business.

As a CEO, the decision to hire a Chief Financial Officer (CFO) is pivotal in shaping your company's financial trajectory and overall success. When interviewing a potential CFO candidate, consider their professional experience, strategic outlook, and vision for the role. Here are five key topics to raise in an interview and what to anticipate from their responses: 1. Professional Experience and Track Record: Look for a seasoned CFO with a robust background and a track record o

Join us for this webinar panel to learn financial and legal insights for tech and life science businesses.

In our 20+ years of working with clients, a senior CFO has improved these companies’ fundability, operating health, and exit value.

Navigating the Growth Challenges Faced by Biotech CFOs with Kevin Sarney "Chief Financial Officers in the biotech industry operate in a complex and ever-changing financial landscape. In addition to being charged with traditional financial duties, they must navigate regulatory uncertainties, manage risks, and adjust to evolving market dynamics. We spoke to Kevin Sarney, Life Sciences Practice Leader for Charles River CFO, about the current financial environment for biotech com