Guides

Expensify's guides are here to walk you through what you need to know when it comes to business management, financial operations, and much more. Gain insights, tips, and expert advice to take your company to the next level.

8 strategies to streamline month-end close
Guides 8 minute read

8 strategies to streamline month-end close

Ah, month-end close…that unavoidable time of the month that accountants dread. If you’re lucky enough to be unfamiliar, month-end close is the process of reviewing, reconciling, and closing the books at the end of each month to ensure accurate financial reporting and compliance. It’s a recurring challenge, demanding precision and unwavering attention amidst a whirlwind of activities. In this guide, we help you get rid of the monthly doom and gloom by breaking down eight strategies to streamline month-end close.

How to get a business credit card + what you need to know before applying
Guides 7 minute read

How to get a business credit card + what you need to know before applying

Managing finances as a business owner is a hefty feat. From compensating your employees to investing in new opportunities, there’s always something to pay for, and keeping those payments organized is key. That’s why getting a business credit card can be a huge asset to your business. In this article, we break down everything you need to know about applying for a business credit card.

Situational analysis: how to perform this crucial business research step
Guides 7 minute read

Situational analysis: how to perform this crucial business research step

A successful businesses don't just rely on gut feelings — they take their time, carefully assessing the big picture and making a plan before changing direction. This is where situation analysis comes into play.

In this article, we’ll take a look at what situational analysis is, why it’s important, and what you need to do to conduct one.

More resources