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Home / Archives for Financial Management

Financial Management

How to Become a Registered Paraplanner

Jan 14, 2021 By Rebecca Lee

If moving into the field of financial services is something you’re interested in kicking off this year, then you’re likely looking at the field of paraplanning to get your start.  As you might already know, the field or role of a paraplanner is to essentially assist with more senior staff workflows and take some of […]

Filed Under: solopreneur Tagged With: Financial Management

5 Tips to Help Entrepreneurs Minimize Financial Stress In An Uncertain Future

Apr 16, 2020 By Wayne Titus

If you’re like many entrepreneurs, you probably borrowed money, in one form or another, to start your business. According to the Kauffman Foundation, nearly 65 percent of entrepreneurs rely on personal and family savings for startup capital, and close to 10 percent carry balances on their personal credit cards. Now add student loans, mortgages, car […]

Filed Under: Budgeting and Personal Finance, Finance Tagged With: Advisors, Financial Management

Daily Financials That Franchisees Need to Keep Their Eye On

Feb 24, 2020 By Bill Bradley

Although there can be some complex aspects of financially managing your own business (we’re looking at you, tax season), the financial information franchise owners need to pay attention to every day is pretty simple. At the end of each day, you should know the money that came in, the money that went out, and how close your […]

Filed Under: Franchise Center Tagged With: Data, Financial Management, Franchise Business, Franchisee

How Do You Handle Your Cash Reserves?

Feb 18, 2020 By Dave Berkus

Here comes some advice for all of us to use in business or in our personal lives. But to understand it, we need to delve into the short-and long-term sources and uses of cash. Good cash strategies to remember It is tempting to use available cash in good times to build the business and in […]

Filed Under: Tax and Accounting Tagged With: Assets, Financial Management

How to Spend Your Inheritance (Wisely)

Feb 5, 2020 By Jeremy Bowler

No one wants to think about the level of inheritance that they will get one day. It’s a morbid conversation to have with relatives for some people, and yet it’s a conversation that must be had. Not only do you need to know what to expect in the future, but you also need to be […]

Filed Under: Budgeting and Personal Finance Tagged With: Financial Management, Investing

5 Tips to Help Entrepreneurs Minimize Financial Stress in the New Year

Jan 21, 2020 By Wayne Titus

If you’re like many entrepreneurs, you probably borrowed money, in one form or another, to start your business. According to the Kauffman Foundation, nearly 65 percent of entrepreneurs rely on personal and family savings for startup capital, and close to 10 percent carry balances on their personal credit cards. Now add student loans, mortgages, car […]

Filed Under: Budgeting and Personal Finance Tagged With: Financial Management, Stress

4 Reasons Why a Financial Advisor Can Help Your Business

Dec 9, 2019 By Louise Harris

Financial advisors aren’t just for personal finance; they can also help your business be more successful. While many businesses manage to meet their goals without input from a financial advisor, seeking their advice can help you during special circumstances. They can even make your day-to-day operations more profitable. Here are four reasons why a financial […]

Filed Under: Budgeting and Personal Finance Tagged With: Advisors, Financial Management

Should I Save or Invest My Money?

Nov 19, 2019 By Richard Clayton

One of the most important parts of getting older is learning how to get better with money. The truth is, people of all ages struggle with money, whether it’s living paycheck to paycheck or not having a savings account. Saving money is not only an essential part of planning for retirement, but also for ensuring […]

Filed Under: Budgeting and Personal Finance Tagged With: Financial Management, Investing, Saving Money

3 Expert Tips to Prevent Your Business from Going into Administration

Nov 14, 2019 By Alexander & Co

If you’re worried that your business might be on the brink of administration, or you’d like to prevent the unspeakable from ever happening, then you’re in the right place. Here at SmallBizClub, we’re passionate about supporting businesses like yours through the good times and the bad times! The insolvency process is something no business owner […]

Filed Under: Tax and Accounting Tagged With: Debts, Financial Management

3 Timesaving Tips to Help Keep Your Books in Order

Oct 23, 2019 By 1800Accountant

As anyone who runs a small business can tell you, one of the most time-consuming parts of keeping things organized is bookkeeping. Just keeping track of everything can be an enormous task as your business begins to grow. And if you don’t keep careful track of every part of your business, you may find yourself […]

Filed Under: Tax and Accounting Tagged With: Financial Management, Time Management

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