Our revamped Resource Center provides education on personal and business financial topics, information on online security and fraud prevention, and articles from leaders at Sunflower Bank. One new topic we explore is Small Business Ownership, where we provide articles, guides, lists of tips, and more to help small business owners navigate their day-to-day decisions. We're excited to highlight one of our new articles detailing the Key Components of a Good Business Plan. Read more to help solidify the vision and strategy for your business: https://trst.in/8niqQX
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- If you own a business I can help you grow it. - If you want to exit your business I can help you obtain the maximum value from your life's work. - If you own a job and call it a business I help turn it into a business.
Never a shortage of required things that add nothing to the business, but cost time and money. #businessplanning #utahbusiness #idahobusiness #smallbusiness #smallbusinessowners
New Federal Reporting Requirements Could Hurt Small Businesses
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One of the most common questions that business owners ask is how much cash they need to have on hand. So we broke down some of the most common questions we get around this topic into an easy, quick, read. Check it out:
TreMonte FAQ Cash on Hand: The Truth About Cash - Tremonte Financial
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Starting an LLC can protect your assets and establish credibility. If you're looking to take your small business to the next level with this structure, follow these seven steps from Business Insider.
7 steps to start an LLC for your small business
businessinsider.com
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Entrepreneurial Leader | Business Credit and Capital | Helping SMBs Manage Cash Flow & Gain Access to Capital
These are 7 prudent steps that any SMB can apply to help address those inevitable cash flow crunch periods. As part of the author's final thoughts, she wisely offers; "Once you’ve overcome a cash flow crunch, the next step is creating a plan for avoiding another one in the future. Performing a regular cash flow analysis is a good starting point." Here at J Galt, we can help you get through that period and develop a solid path forward to mitigate future financial and cash flow vulnerabilities. A 30-min conversation with me can help you and your business set a course for thriving in 2024 and beyond. https://lnkd.in/gRP-pAkg https://lnkd.in/gCsNhevS
7 Ways to Survive a Cash Flow Crunch
score.org
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Learn why managing annual reports for your business can be risky rather than using an Annual Report Service, especially in cases where you do business in more than one state. https://ow.ly/Ufju50Q47wy #business #annualreports
Should I use an annual report service?
wolterskluwer.com
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🌼 Building client personas for your existing client base will help you refine your business for long-term success. 👇🏽 Read our latest blog post to get started. Connor Sung, CFP®, BFA™ #ClientPersonas #FinancialPlanning
Using Client Data to Enhance Financial Relationships
emoneyadvisor.com
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You started a business and now you have expenses and revenue. In this article, Phil Rosenau explains why you should keep personal and business accounts separate.
Why Should I Keep My Personal and Business Accounts Separate?
paragon-wealth.com
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Help your clients declutter and get organized with this handy save or shred documents guide.
Tax Returns and Other Documents: What To Save and What (and When) To Shred
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Run Your Business Right | 8 Things No Business Should Skimp On https://bit.ly/3GQjxxS
Run Your Business Right | 8 Things No Business Should Skimp On
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Investor, Owner at Incline Wealth Advisors | Helping Clients Become Financially Unbreakable| Podcast Host | Seen in Barron's, Wall Street Journal & More
Should you list your Business in a Trust? Listing your business in a trust can offer valuable benefits, however, it’s essential to carefully evaluate the potential drawbacks while making your decision. Read along to learn more. #business #businessowners #trusts #benefits #drawback
Should you list your Business in a Trust? - Incline Wealth Advisors
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