How To Talk to Your Banker

How To Talk to Your Banker

  Most of us talk to our business banker to set up our first account and maybe when we need a loan. The rest of the time, we’re chatting with the tellers or our bank’s digital assistant. Fostering a better relationship with your banker has serious upside, though....

read more
What You Need to Know about Open Enrollment

What You Need to Know about Open Enrollment

 What You Need to Know about Open EnrollmentEvery year around this time I get a lot of questions from small business owners and entrepreneurs about Open Enrollment. Let’s go over the basics.What does open enrollment mean?Here’s the open enrollment meaning from our...

read more
3 Ways to Avoid an IRS S-Corp Penalty

3 Ways to Avoid an IRS S-Corp Penalty

    Got an S-corp? Here’s How to Avoid an IRS S-corp Penalty What’s the #1 mistake S-Corp owners make? Not taking a W-2 salary. Almost everyone I know makes the same mistake in their first year as an S-Corp: not paying themselves enough or any amount as an...

read more
5 Tips: How to Increase Your Sales Pipeline

5 Tips: How to Increase Your Sales Pipeline

    5 Tips: How to Increase Your Sales Pipeline  In uncertain times, you’re wise to have 3-5x your target revenue in your pipeline. I hear you saying, “Thanks that news flash, Jill. But how?” Here are five tactics to increase the flow in your pipeline...

read more
Set up 401K if funding

Set up 401K if funding

 What You Need to Know About 401ks  Are you making the (mistaken) assumption that you can’t have a 401k because you’re a solopreneur? Even if you’re just one person, you *can* have a 401k. It’s called a solo or self-employed 401k and is offered widely. Key Differences...

read more
Evaluate Your Benefits Offerings & Payroll

Evaluate Your Benefits Offerings & Payroll

 Small Business To-Do: Investigate Corporate Health Insurance Plans We’ve got just about three weeks before November 15 -- the day we have to make final decisions about health insurance for ourselves and our employees. While you’re not required to offer healthcare...

read more
Are you spending or investing?

Are you spending or investing?

  My dad has a tradition of giving the grandkids $20 in quarters for their birthdays. Last year, my son marched his literal money bags to the store on the day after his birthday and bought three Transformers Rescue Bots. The next day, he realized there was another...

read more
8 Things to Consider Before Taking that EIDL Loan

8 Things to Consider Before Taking that EIDL Loan

  3RD UPDATE: As of December 31, 2020, the SBA has extended the application deadline for the COVID-19 EIDL program by an entire year, to December 31, 2021. Loan amounts are capped at $150,000, with the terms below. 2ND UPDATE: As of September 4, 2020, the SBA has...

read more