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Guides / Business Strategies

Running Your Business

The daily details of running a business add up fast. Start with a guide below, or jump straight to a calculator.

Guides

  1. Cash Flow: The Pulse of Your Business Why profitable businesses still run out of cash, and how to stay ahead of it. Includes FAQ.
  2. Travel and Entertainment: Maximizing the Tax Benefits What qualifies as deductible, and the records you need to prove it. Includes FAQ.
  3. Employee Benefits: How to Handle Them Structuring a benefits package that works for your business and your budget. Includes FAQ.
  4. Document Locator System: A Handy Aid for Keeping Track of Your Records One reference sheet that tells your team where everything is. Includes FAQ.
  5. The Home-Based Business: Some Basics You Should Consider Zoning, deductions, and other details unique to working from home. Includes FAQ.
  6. Financial Planning Tips for Business Owners Balancing what the business needs against your own financial goals. Includes FAQ.
  7. The SIMPLE Plan: A Retirement Plan for the Really Small Business A low-cost retirement option built for businesses without a lot of overhead. Includes FAQ.

Tool

What Are My Business Financial Ratios? — see how your business measures up on key financial indicators.

Not sure where to start?

Running a business well takes more than good instincts. Talk it through with our team before you decide anything.

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This page is for general informational purposes only and is not tax, legal, financial, or investment advice. Consult a licensed professional before making decisions based on this information.