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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.

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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.

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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.

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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.

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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.

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Whether we’re headed for a recession or not, it’s always a good time to squeak out more profits from your business books. We’re not talking about drastically slashing expenses or excessive spending to raise revenue; the tips in this article are long-term ideas to gently lift up your profits.

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I am moving for the first time in 15 years. Moving made me take stock of what I have in my house and what I really don’t need to take with me. While going through old filing cabinets, I realized how many paper files I had from when I first started First Steps Financial over 10 years ago—back before we went paperless.

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Almost every successful business owner craves accountability. We’re wired to respond to crises and to help others, sometimes before we help ourselves.

Entrepreneurs are great at running their day-to-day businesses, but some need more accountability to meet internal deadlines and long-term goals. Let’s take a closer look at increasing accountability.

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The short answer to this question is YES! Incidents of cybercrime have been problematic for a long time, but have increased exponentially since the start of the pandemic.

If your firm’s reputation depends in part on your ability to keep confidential client records secure, cybercrime insurance is a must. It’s not a matter of if but when your private business info will be breached.

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Pick up just about any public company’s most recent annual report, and you’ll find a section on ESG. ESG stands for Environment, Social, and Governance. It’s a growing trend that not only considers, but also measures a company’s sustainability performance on ESG issues. A new generation of investors is driving this movement as they become more discerning when selecting companies to invest in.