Insights
Short, practical guides on the money side of running a business.
How to Read Your Card Processing Statement
What each section of a merchant processing statement means, which charges are set by the card networks, which are set by your processor, and what to check each month.
Read the guideCash Flow Planning Basics for Small Businesses
Why profitable businesses still run short of cash, and how to build a simple 13-week cash flow forecast you can keep up to date yourself.
Read the guideWhat to Prepare Before a Financial Audit
A practical checklist of the records, reconciliations and controls to get in order before an auditor, lender or reviewer starts asking for documents.
Read the guide