Learn everything you need to know about section 409A of the internal revenue code. From what is a 409A valuation to 409A methodologies and process.
Over 1,200 companies have connected their financial accounting systems to Carta, and hundreds more are connecting theirs each month. This post offers a brief overview of the benefits you get from connecting your financials.
A real-time financials dashboard for your company officers
Companies with connected financials can see revenue, historical burn rate, and forecasted runway. The gives Company officers a real-time picture of their company’s financial health.
Integrate with 409a requests
Companies with connected financials are able to streamline the 409A data collection process and ensure their analyst has the most up to date picture of the Company’s current and historical financial standing.
How to get started
To get started, go the “Financials and HR” section in the settings page of your Carta account. From there you will be able to connect your QuickBooks or Xero account. If you do not currently use QuickBooks or Xero, you can use our spreadsheet importer.
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