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Category Archives: Banking

Dec 19 2022

Taking a Higher Level View

Even though I am not a CFO, I recognize that there are ways that I have been impactful to my

Aug 22 2022

How to Choose the Right Banking Relationship

By this time, you are well on the road to executing your strategic plan for this year. Odds are you

Aug 21 2022

What To Do if a Bank Tightens Up Your Advance Rates

If you’re like many business owners, you may have a loan from your bank. Many of those loans are often

Aug 14 2022

How Business Owners Can Create Good Banking Relationships

Businesses depend on banks for more than just loaning money. Owners rely on banks to deposit cash, transfer funds, and

Jul 22 2022

Top Action Steps to Grow Your Business

The economy today looks very different than it did two years ago. Although inventory is still problematic, the economy is

Jul 13 2020

PPP Frequently Asked Questions

Please talk about the tax implications of PPP. Are the funds taxable?  Do we have the ability to determine what

Jul 10 2020

New Era in Banking: People Before Profits

When I woke up on Jan 1, 2020, I’m sure many of you were like me; excited for the year

Jun 05 2020

8 Steps To Keeping Your Bank Happy

“They don’t care about my business, they just want their money” is a common refrain when business owners talk about

May 07 2020

Your Paycheck Protection Program (PPP) Loan Was Approved & Funded – What Happens Next?

What are the PPP Loan Forgiveness Rules You Should Know? By now you have probably heard about the Paycheck Protection

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