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    • Oct 20
    • Alisa McCabe
    • 0
    Your Guide to Successful Tax Planning for Your Small Business

    Your Guide to Successful Tax Planning for Your Small Business

    • Standard
    • Business Tools, Financing

    As a small business owner, you know it’s important to keep your finances in order. But did you know tax planning is one of the most important aspects of financial management? Unfortunately, many small business owners don’t do any tax planning at all.

    In this blog post, we will discuss why tax planning is so important for small businesses, and we will also give you some tips on how to prepare for a successful tax planning session.

    Read more
    • Oct 14
    • Alisa McCabe
    • 0
    How to Budget Your Business Finances

    How to Budget Your Business Finances

    • Standard
    • Business Tools, Financing

    If you’re like most business owners, then you know effective budgeting is essential to the success of your company. But creating and sticking to a budget can be difficult, especially when cash flow is tight.

    In this blog post, we will discuss some tips and strategies for effective business budgeting. We’ll also provide a few helpful resources to get you started!

    Read more
    • Oct 07
    • Alisa McCabe
    • 0
    How Time Batching Boosts Your Productivity

    How Time Batching Boosts Your Productivity

    • Standard
    • Business Tools

    For small business owners, it seems like there’s never enough time to get everything done. One tool that will help you get the most out of your time is time batching, also called time blocking.

    If you haven’t heard of this concept before, it can revolutionize the way you approach work.

    Read more
    • Sep 29
    • Alisa McCabe
    • 0
    Understanding Equity on the Corporate Balance Sheet

    Understanding Equity on the Corporate Balance Sheet

    • Standard
    • Business Tools

    Your favorite number on the balance sheet just might be cash. It’s easy to understand and something every business has.

    But there’s a more meaningful number, at least in the long-term sense, and that’s equity. Let’s dive deeper into that part of the balance sheet.

    Read more
    • Sep 23
    • Alisa McCabe
    • 0
    Are You Getting Organized Financials from Your Accounting Department?

    Are You Getting Organized Financials from Your Accounting Department?

    • Standard
    • Business Tools

    When you hire an accounting professional, it can sometimes be hard to know if your books are being done correctly and whether you are getting accurate information.

    Here are some things you can do to stay on top of your finances without becoming a micromanager.

    Read more
    • Sep 16
    • Alisa McCabe
    • 0
    4 Tips for Organizing Your Business Financials (and One Tool That Will Really Help)

    4 Tips for Organizing Your Business Financials (and One Tool That Will Really Help)

    • Standard
    • Business Tools

    Organizing your small business financials doesn’t have to be a daunting task. By following a few simple steps, you can create a system that works for you and your business.

    Read more
    • Sep 08
    • Alisa McCabe
    • 0
    Cool Tech Tools: ClickUp™

    Cool Tech Tools: ClickUp™

    • Standard
    • Business Tools

    ClickUp™ is a versatile new web application that serves multiple functions for small businesses. It’s primarily a CRM—customer relationship management—tool with project management and workflow features built in, and is adaptable across several industries.

    Read more
    • Sep 02
    • Alisa McCabe
    • 0
    When Your Remote Employee Lives and Works in Another State

    When Your Remote Employee Lives and Works in Another State

    • Standard
    • Business Tools

    Remote working has exploded in the last few years, especially in professional services. Now that companies are seeing the benefits of remote work, they are also seeing the benefits of an expanded pool of potential employees. Some firms are hiring employees that live several states away from where the office is located, which comes with many ramifications for the business.

    Read more
    • Aug 25
    • Alisa McCabe
    • 0
    Preparing for the Possibility of a Downturn

    Preparing for the Possibility of a Downturn

    • Standard
    • Business Tools

    Will there be a recession? The future is filled with uncertainty. One of the best ways to provide comfort and control is to start planning now, knowing you may need to adjust as the situation unfolds.

    These are actionable steps you can take right now to prepare yourself and your company for an economic downturn.

    Read more
    • Aug 12
    • Alisa McCabe
    • 0
    Is Your Best Skill Aligned with Your Business Model?

    Is Your Best Skill Aligned with Your Business Model?

    • Standard
    • Business Tools

    When starting a business, most entrepreneurs excel at the specific technical skill set they need to deliver their services and products to clients. For example, if you own a bike shop, you are likely skilled in all things bike related. If you own a law firm, your strengths probably include understanding and interpreting the law. This skill is your core skill.

    Read more
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  • Recent Posts

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  • About First Steps Financial

    Our vision is to make small businesses better through collaboration, care, and innovation.

    We collaborate with entrepreneurs to create success, as they define it, and solve issues together.

    Going beyond expectations to enrich the lives of our clients and employees.

     

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