Guides 13 minute read

Excel expense tracker: How to track expenses in 5 simple steps

In this article, we’ll guide you through some simple steps on how to create an expense tracker in Excel. Then, we’ll explore other options that may be a better fit if you want to streamline and automate your expense tracking processes.

Guides 12 minute read

Bring your own cards (BYOC) vs. switching cards: What finance teams should know

Whether BYOC is the right call depends on where the business is starting from. This guide breaks down the key differences so finance teams can make the decision with all the information they need.

Guides 15 minute read

Top financial management tools for small businesses

This guide covers the top financial management tools and financial management software solutions across every category small businesses need, and how to think about connecting them.

Guides 22 minute read

Business expenses FAQ: 32 expense categories and approvals

In this article, we’ll address how to categorize business expenses, provide practical steps for categorization, highlight potential challenges, address expense approvals, and explore why effective categorization is vital for any business looking to thrive.

Guides 14 minute read

LLC tax benefits start with proper expense management: A simple guide

This guide covers how LLC and taxes actually interact, what expenses are deductible, and why proper expense tracking is the foundation for capturing every advantage an LLC for small business can offer.

Guides 9 minute read

What is debt financing and does your small business need it?

In this guide, we’ll look at the debt financing definition, dig into the nuances of how debt financing works, the benefits and drawbacks of available options, and walk you through the process of making an informed decision.