Tag: financial management

Latest Posts From Tag: financial management

A business setting with two laptop computers on a desk and a person holding a mobile device. Digital security graphics appear over the image, including a payment approval symbol, shield icons, and a verification screen displaying an authentication code. The visual highlights payment verification, authentication procedures, and fraud prevention controls designed to protect financial transactions from unauthorized activity.
Small Business

Avoid Costly Mistakes With Better Payment Controls

As small businesses head into the fall season, it is a smart time to review financial controls and reduce the risk of wire fraud and phishing scams. Fraud attempts often increase when teams are busy, schedules change, and employees are

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A professional office setting shows an individual analyzing multiple financial reports containing bar charts, pie charts, and trend data. A laptop displaying business metrics sits on the desk alongside a calculator, tablet, smartphone, and printed documents. The image highlights the process of reviewing financial performance, monitoring key metrics, and preparing for upcoming business decisions.
Construction

The Powerful Benefits of a Q4 Checkup

As the summer season fades, many business owners naturally move from a lighter, more flexible pace into the demands of Q4. This is the ideal time to conduct a financial health checkup. Just as a physical checkup helps detect issues

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Laptop displaying spreadsheet data, reports, and charts with digital documents transferring into a centralized system, illustrating automated QuickBooks data imports.
Small Business

Stop Wasting Time on QuickBooks Data Entry

Times have changed for business owners who use QuickBooks. Previously, QuickBooks offered only one way to add financial data: entering each component of a transaction one at a time (e.g., date, customer or vendor name, amount, due date, account or

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A close-up view of a person's hands using a laptop, which displays an Excel spreadsheet. The spreadsheet shows various columns of numbers, some highlighted in green and red, representing financial data that would typically be analyzed using a pivot table. A small houseplant, a coffee cup, and a smartphone are also visible on the light-colored wooden desk
Construction

No More Fear: Pivot Tables Made Simple

Pivot tables are one of many Excel features that tend to draw blank stares from uninitiated users. Many unwittingly assume pivot tables are an advanced feature beyond their grasp. That’s hardly the case, and in this article, you’ll see how

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Construction

Payroll on Autopilot: Your Time & Money Saver

Managing payroll is often regarded as an overwhelming and daunting task. From tracking the unique tax codes for each of your employees and the seemingly countless deduction options to determining whether each employee is an hourly or salaried worker, there

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Nonprofit

Managing Your Nonprofit Investments

The number one priority for nonprofit executives and investment committees has always been and always will be the organization’s mission. Doing good has never been more challenging. The responsibility of balancing the endowment’s growth while supporting the spending needs of

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Construction

Business Tax Insights You Need to Know

If you’re running a business, you’re on the hook for a variety of taxes. Let’s take a look at the main categories: Income tax—All businesses except partnerships must file an annual income tax return. (Partnerships file an information return.) However,

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