Why Business Owners Struggle to Delegate and How to Fix It
Delegation gets easier when owners improve trust, communication, and consistency. Skye Waterson shares practical ways to let go without micromanaging.
Tax Planning Strategies Business Owners Can Use Now
This week, Mike Milligan shares practical tax planning ideas CPAs can discuss with clients before year-end decisions are already behind them
SBA Funding Options Your Clients Should Know About
In this episode, I talk with Dylan Carraway of Live Oak Bank about SBA 7(a) funding and how it can help business owners with growth, acquisitions, real estate, succession planning, and working capital.
How AI Can Help Businesses Get Paid Faster
This week I talked with George Curdon of Munk about how AI can help businesses get paid faster, improve collections, and reduce manual accounts receivable work.
15 Smart Financial Risk Management Strategies to Reduce Exposure
Every business faces financial risk, but the strongest companies manage it before problems become emergencies. This article shares 15 practical strategies business owners can use to reduce exposure, improve cash flow visibility, monitor financial trends, and make better decisions with the right financial management tools.
More Subtle Clues that Something isn’t Right with a Business
Small changes in gross margin, vendor names, or checkbook controls can be early clues that money or materials may be leaving the business.
Tax Reduction Strategies for Business Owners
If your clients complained about taxes this year, now’s the time to start the planning conversation. Alex Sentell shares strategies CPAs may want to discuss before year-end.
Would You Hire a Known Embezzler?
Hiring someone with a financial mistake in their past is your decision. Protect your cash with simple daily safeguards that reduce temptation and risk.
Better Client Communication with GoDNA
This week, I talk with Leon Morales about GoDNA and how you can use behavioral insights to communicate better with clients before and during meetings.
Step-by-Step Guide to Creating a Financial Plan for Your Small Business
A financial plan doesn’t have to be complicated. Here’s a practical step-by-step guide to help you understand your numbers and make better business decisions.