Line of Credit = Sleep Insurance in a Recession
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Line of Credit = Sleep Insurance in a Recession

Recessions are stressful and challenging for any business owner. Whether it’s your first recession or your second, third, or so on, it’s hard to know how to prepare for the worst and whether the plans you’ve made will help or hurt. Every business owner deserves to have a company with a strong financial future.  In…

3 Tips to Nail Your Loan Request Meeting with Your Bank
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3 Tips to Nail Your Loan Request Meeting with Your Bank

Growth always requires cash. Whether a business is expanding into new markets, growing their current offerings, or being bought out by current employees or a strategic buyer, funds are always required.  Sometimes a company may have the cash on hand to cover these plans and goals, but more often, financing is needed. But approaching a…

3 Quick Tips for Perfecting Your 2022 Projections
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3 Quick Tips for Perfecting Your 2022 Projections

Whether you’ve finished your 2022 projections or not, here are 3 tips you need to know to put the finishing touches on your forecast for next year: 1. Look for tendencies in your forecasting to gain insights on things you can do to improve next year. Did you overestimate revenue and profits? Maybe you were…

3 Things You Need to Know to Potentially Lower Your Tax Liability
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3 Things You Need to Know to Potentially Lower Your Tax Liability

I have several clients that either work in or support the construction industry. This is one industry that has taken off post-Covid and there doesn’t seem to be any slowdown in sight. More revenue means more taxes and several of these clients are looking at their taxable income and how they might be able to…

What are the Bottlenecks in Your Business?
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What are the Bottlenecks in Your Business?

Every business owner envisions a growing business, running smoothly without drama and having massive amounts of cash flow and profits. The problem is that with growth comes increasing complexity. Oftentimes, you need to add people and improve processes. Deciding not to add people and processes can create choke points in our business that cause it to become increasingly inefficient or…

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