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.
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.
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.
Small changes in gross margin, vendor names, or checkbook controls can be early clues that money or materials may be leaving the business.
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.
Hiring someone with a financial mistake in their past is your decision. Protect your cash with simple daily safeguards that reduce temptation and risk.
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.
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.
Working capital is one of my favorite financial trends because it quickly shows whether a business has enough cash strength to operate.
Your P&L and balance sheet are like business blood tests. They show what’s healthy, what’s changing, and where action is needed.