Category: Insights
Structuring the workday: lessons from ultra-productive CEOs
Ultra-productive CEOs structure their days to protect focus, reduce decision fatigue, and create time for what matters most. Their routines aren’t one-size-fits-all, but they do reveal patterns worth borrowing. A small shift in your day might lead to a big difference in how you lead.
From holiday rush to year-round growth: turn seasonal shoppers into loyal customers
The holiday season offers more than a revenue spike for business owners; it’s a unique window to build lasting customer relationships. Let’s explore how to align your messaging with the shopper mindset, position your offers, leverage multi-channel reach, and convert one-time buyers into loyal customers while keeping your operations strong.
Hiring your child: tax perks and potential pitfalls for families in business
Hiring your child in your business can offer powerful tax advantages while teaching financial responsibility and supporting long-term wealth planning. Learn how to structure it properly, avoid IRS pitfalls, and make the most of this overlooked family strategy.
Raising financially savvy kids
Financial literacy starts early, and families that treat money as a life skill, not a taboo topic, often raise more confident, capable decision-makers. From introducing real responsibility to modeling values-based spending, here’s how parents are helping their kids build lasting financial judgment.
New Year’s Resolutions for Small Business Owners
Thoughtful financial resolutions can help businesses improve cash flow, boost profitability, and weather unexpected headwinds. Here are some New Year’s financial resolutions to guide small business owners into 2026 with confidence.
Year-End Tax Planning: Last-Minute Tactics for Cash-Based Businesses
For small businesses using cash-based accounting, the next few weeks present valuable opportunities to manage taxable income and reduce 2025 tax liability.
Finding Small Business Startup Capital
Is a small business startup in your future for 2026? If so, you have a wide range of funding options, combining traditional methods with newer, tech-driven approaches.
Starting a Business in 2026: Big Ideas in Uncertain Times
Starting a business isn’t for the faint of heart. Entrepreneurs are, by definition, bold. If you’re on the verge of starting your own enterprise in 2026, count yourself among the very bold, indeed.
November Novelties
Take a short break from pumpkin-spiced lattes and raking leaves, and let’s get warmed up with some November trivia!
The Healing Power of Gratitude: How a Thankful Heart Boosts Your Health
This is the time of year when our thoughts collectively turn to thanksgiving (the holiday and the state of mind). But maintaining an attitude of gratitude should be a year-round habit.
Launch Smart, Grow Smart
Getting your small business off the ground? A strong launch sets the tone for your business’s future, building fledgling relationships with early customers, establishing financial momentum, and earning credibility with lenders and future strategic partners.
The Art of Hygge: Finding Comfort and Joy in Everyday Moments
When winter days grow short and the world feels a little too fast, the Danish concept of hygge (pronounced “HYOO-gah”) offers a gentle reminder: Happiness often hides in simplicity.
10 Cybersecurity Must-Dos for Small Businesses
October is National Cybersecurity Awareness Month—the perfect time to give your business a digital checkup. A few simple habits can make a huge difference.
What’s Your Big Idea?
One of the most important foundations for entrepreneurial success is building a business aligned with your skills and personal passion. When your interests and talents intersect with a viable business idea, you’ll find motivation to sustain you through the inevitable ups and downs.
National Cybersecurity Month: Practical Protection for Small and Mid-Sized Businesses
Every October, National Cybersecurity Awareness Month reminds us that digital safety is no longer optional. With thoughtful planning, consistent staff training, and a disaster recovery strategy, even the leanest organizations can build strong defenses.
Scary Truths About Hidden Costs
Running a small business is rewarding, exciting, and, of course, often overwhelming. But sometimes, the scariest threats aren’t competitors or economic downturn; they’re the hidden costs lurking in your books.
A Toast to International Coffee Day
International Coffee Day, celebrated every year on October 1, is a glorious global tribute to one of humanity’s most cherished beverages and the rich traditions that surround it. Officially established in 2015 by the International Coffee Organization, the day not only honors the love of coffee but also raises awareness about the entire coffee journey.
Spooky Cinema!
It’s the time of year when we think about things that go bump in the night. Test your A-lister aptitude by identifying the most notorious dramatis personae in the motion picture horror genre—we dare you!
School’s In Session
Sound the bell—we’ve got a pop quiz to test your knowledge about back-to-school traditions around the world.
Savor September: Celebrating the Season’s Harvest
Bid adieu to summer, September is here, and with it comes a change in fare at local markets.
Planning To Win
How smart businesses use strategic planning to stay ahead.
Trade and Tariff Updates: How Business Leaders Are Navigating the Latest Changes
In August 2025, President Donald Trump launched a sweeping expansion of tariffs aimed at rebalancing the trade deficit and boosting U.S. manufacturing.
Fall Tax Deadlines: What You Need To Know
There’s something timely in the air, and no, we’re not talking about pumpkin spice—it’s fall tax deadlines. While many associate April with taxes, the fall months come with their own set of important deadlines that individuals and businesses can’t afford to overlook.
Quarterly Financial Reporting: Keeping Score and Adjusting Your Game Plan
Fall is here, and that marks the return of football, a game we admire not just because we love the strategy and action, but because, as financial professionals, any game where play is divided into quarters strikes a chord with us! Yes, we’re converging on the end of a fiscal quarter, and it’s time to look at the monetary scoreboard to see how your business’s game plan is panning out.