Do You Need More than a Business Checking Account?
If you have accumulated more money in your business checking account than you really need for daily operating expenses, that is a nice problem to have! It’s time to consider putting that money to work by setting up funding for emergencies and taxes. A business savings account might be your answer.Read more
How to Delegate with Confidence
Delegation is one of the most important skills an entrepreneur can have. Learn how to delegate with confidence so you can be prepared for your business to grow!Read more
Concerned about the Banking Crisis?
If you are like most of us, recent events at Silicon Valley Bank (SVB) and Signature Bank are cause for concern and we should all be paying attention.Read more
Your Go-To Conference Checklist
Going to a conference this year? Take a look at our checklist to make sure you’re optimizing your time there.Read more
How Will a Client Success Manager Benefit Your Business?
You know what they say — the customer is always right. Knowing what your clients’ experiences are crucial, so if you don’t have a Client Success Manager, you may be missing a big opportunity.Read more
How To Choose a CFO for Your Small Business
Do you know what you’re looking for when on the hunt for a CFO? Follow First Steps Financial’s checklist to help you find the perfect fit for your business.Read more