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    • Nov 18
    • Alisa McCabe
    • 0
    7 Questions to Ask Yourself Before Starting a Business

    7 Questions to Ask Yourself Before Starting a Business

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    • Business Tools

    Starting a business always sounds fun when you’re casually chatting with friends and family over drinks. You’re brainstorming and writing ideas down on napkins. There’s energy and excitement in the air.

    Read more
    • Nov 11
    • Alisa McCabe
    • 0
    3 Ways to Increase Cash Flow in Your Business

    3 Ways to Increase Cash Flow in Your Business

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    • Business Tools

    Don’t be fooled—even profitable businesses can encounter cash flow issues. According to a U.S. Bank study, 82 percent of small business failures are the result of poor cash flow.

    Read more
    • Nov 04
    • Alisa McCabe
    • 0
    Gearing Up for Holiday Sales: 2021 Trends and Opportunities

    Gearing Up for Holiday Sales: 2021 Trends and Opportunities

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    • Business Tools

    The 2021 holiday sales season will give businesses a chance to continue their online migration, as well as opportunities for more refinement and improvements. The key is to bring as many products online as possible and integrate all customer touch points into an omnichannel of positive experiences.

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    • Oct 26
    • Alisa McCabe
    • 0
    5 Reports Successful Business Owners Review Each Month

    5 Reports Successful Business Owners Review Each Month

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    • Business Tools

    There are five key reports that will help you run your business more efficiently and make smarter decisions. From these reports, you should be able to answer some key questions about your financial state.

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    • Sep 30
    • Alisa McCabe
    • 0
    What To Do If a Customer Doesn’t Pay You

    What To Do If a Customer Doesn’t Pay You

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    • Business Tools

    If you grant credit to customers or take recurring credit card payments, the unexpected can happen—a customer fails to pay on time, their credit card expires, or the check bounces.

    How can a business owner spend as little time as possible on these items, but get the cash collected? Here are a few ideas:

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    • Aug 06
    • Alisa McCabe
    • 0
    Direct vs. Indirect Costs (and Why They Matter)

    Direct vs. Indirect Costs (and Why They Matter)

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    • Business Tools

    If you’re a business owner continually searching for ways to increase your profitability, you’ll want to learn about direct and indirect costs. Breaking out your expenses into direct and indirect categories can help you arrive at the most profitable volume of sales for your business.

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    • Jul 23
    • Alisa McCabe
    • 0
    5 Accounting Reports You Don’t Want to be Without

    5 Accounting Reports You Don’t Want to be Without

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    • Business Tools

    While we all have to keep our monthly books up to date for tax and other compliance reporting purposes, we should never stop there. Your books hold a wealth of information you can use to run your business better.

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    • Jul 15
    • Alisa McCabe
    • 0
    When Love Isn’t Enough: Ending a Client Relationship

    When Love Isn’t Enough: Ending a Client Relationship

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    • Business Tools

    Working closely with clients, especially in a highly sensitive area, such as legal or financial matters, you get to know clients on a personal level. If you’re lucky, you really like your clients.

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    • Jul 08
    • Alisa McCabe
    • 0
    How to Better Track Your Carbon Footprint

    How to Better Track Your Carbon Footprint

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    • Business Tools

    You may already be doing your part to save the planet. From recycling and driving electric cars to avoiding the use of plastic bottles and carrying reusable bags to the grocery store, there are ways everyone can make a difference. But it may be important to ask ourselves, “Are we doing enough?”

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    • Jul 01
    • Alisa McCabe
    • 0
    Cool Tech Tools: Airtable

    Cool Tech Tools: Airtable

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    • Business Tools

    When it comes to running a successful business, how important is it to be organized? Very.

    How would you rank your organization skills? Honestly, the answer doesn’t matter. Technology can always help us get organized, and this is where Airtable comes in.

    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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