NEWS & UPDATES

This is the perfect time to pause and recalibrate. A mid-year financial check-in helps you: ✅ Spot gaps by comparing budget to actuals ✅...

Budgets aren’t just numbers, they’re roadmaps to your business goals. In this video, we share how to build one that works, stay on track,...

Ad hoc reporting gives you quick, customized insights when you need them most—no waiting, no digging. Whether you're tracking expenses, checking overdue invoices, or reviewing sales, you can generate the right report in minutes and make smarter decisions fast.

Financial missteps like skipping a budget, delaying reviews, mixing personal and business finances, or avoiding expert help can cost you...

Job costing tracks the true cost of each project—materials, labor, and overhead—so you know exactly where your money goes. It helps you price jobs confidently, spot issues early, and stop guessing.

Bookkeeping is like GPS for your business—without it, you’re driving blind. Accurate numbers help you plan, grow, and avoid surprises.

Cash forecasting is the practice of estimating upcoming inflows and outflows to predict future balances. It isn’t about perfection—it’s about spotting shortfalls early, tightening spending, following up on invoices, and making informed decisions before crises hit. A simple 13‑week rhythm builds confidence, reduces stress, and helps you steer your business with clarity and control.

Small expenses can quietly drain your profits if left unchecked. In this quick video, our CEO breaks down how monitoring those minor...

Budgeting isn’t about restriction—it’s about empowerment. When done right, it gives you the freedom to say “yes” to the right things.

Job costing tracks every dollar per project—helping you quote smarter, boost profits, and make informed business decisions.

Regular financial reviews ensure stability, spot risks early, and keep your business on track for success. Stay informed, stay ahead!

Running a small business is no small feat. You’re juggling operations, customer service, and more. Amid the hustle, it can be easy to...

Organizing your financial records doesn’t have to be overwhelming! In her latest video, our President and CEO, Amber Peoples, shares a...

Running a business is an exciting journey filled with numerous tasks and responsibilities. Among these, tracking your business expenses...

So far we’ve discussed the benefits of financial technology (FinTech) - for your business and the different types of solutions...

In today's fast-paced business environment, financial technology has become an essential tool for small businesses. These innovative...

Managing your small business finances effectively is crucial for success. That's where financial technology – software, or digital tools,...

Payroll management is a crucial aspect of any business, large or small. It involves more than just paying employees; it encompasses a...

In today's digital era, data has emerged as a crucial asset for businesses worldwide. With the influx of information from various...

In the business world, financial compliance is more than just a set of rules; it's a significant component that can dictate a company's...