Financial Strategy
What is a KPI Dashboard and How Can You Build One?
To run a business effectively, you must rise above the day-to-day and take a big picture view. You need to know what’s going well, what needs your attention, and how to prioritize. But that’s not easy to do when there are too many demands on your time and you’re...
7 Sources of Capital and How to Evaluate Them
Raising capital and deciding which sources of capital to pursue is a challenge both large and small businesses share. In the early stages of a company, you lack credibility which limits your options. Then, as your business matures you have more choices, but there are...
Employee Retention Tax Credits (ERTC): What Clients Should Know and Do Now
The original CARES Act included the Earned Retention Tax Credit (ERTC) for businesses that were not eligible for the Paycheck Protection Program (PPP). The new stimulus package now allows businesses to utilize both the PPP and the ERTC and this is retroactive to March...
PPP Loan Updates: What Clients Should Know and Do Now
There have been some changes made to the PPP loan information we shared on June 3, 2020. Below is what we now know as of January 13, 2021. Timing Community financial institutions that service minority and women-owned businesses will be able to make loans to first-time...