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- Apr 28
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The When and How of Firing a Client
Everyone knows how important it is for a business to maintain best practices for company finances. While faults in customer service or marketing can hinder your business, accounting mistakes can stunt your growth and leave your company struggling to survive.
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- Apr 20
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6 Key Strategies to Keep Your Business on Track
Everyone knows how important it is for a business to maintain best practices for company finances. While faults in customer service or marketing can hinder your business, accounting mistakes can stunt your growth and leave your company struggling to survive.
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- Apr 13
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The Most Common Misunderstanding About Your Financials
Tax time is a stressful time for everyone, not just tax preparers. We talk with many business owners, and the most significant pain point they have is why the financial information doesn’t match what they think it should. If this is you, you are not alone.
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- Apr 07
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Have You Ever Thrown Good Money After Bad Money?
As business owners, we’d like to think that we make rational, logical decisions when it comes to our business finances. However, scientists have discovered that we have built-in biases in our brains and our thinking processes, and one of these biases is the sunk cost bias.
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- Mar 30
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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.
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- Mar 22
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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!
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- Mar 17
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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.
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- Mar 14
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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.
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- Mar 09
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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.
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- Mar 03
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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.
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