Which Cash Flow Reports Should You Review as a Small Business Owner?
While it's good to review your general ledger, there are other important cash flow reports that are beneficial for small…
podcast
How a Team Mindset Helped Valerie Grow Her Marketing Business
If you truly want to achieve success for your small business while working with a marketing agency, then you need…
Roth IRAs and Backdoor Roth Accounts: Which Is Right for You?
While Roth IRAs are a great option, they do come with limitations based on income. If your income is above…
FinCEN’s New Reporting Requirement: What Does It Mean for You?
The Federal Crimes Enforcement Network (FinCEN) has established a new requirement for reporting beneficial owners that will impact most businesses.…
Shrinkflation: Is It a Good Cash Management Strategy to Use?
Shrinkflation is a cash management strategy where you sell something for the same price but you sell a little bit…
How One Man Built a Massive Production
In order to succeed as the sole owner and employee of your small business, you'll need not only exceptional customer…
Does Anger at Work Produce Results?
A recent study found that anger is more effective than positivity when it came to a coach's halftime speech. How…
What Small Business Owners Need to Know About AI
As AI becomes more widely used, it's important for small business owners to stay on top of it. Once you…
Empowering Women in Sales
A strong sales team is essential for the growth of any small business. In this podcast, Gene Marks and Cynthia…
3 Updates You Should Know About the Employee Retention Tax Credit
In September of 2023, the IRS suspended the ERTC due to concerns about ineligible claims. However, most financial professionals in…
6 Tips for Smoother Business Travel
Looking for small business travel tips? We've compiled six tips that can help you have a smoother trip next time…