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Finance

From accounting and taxes to managing pricing and inflation, keep track of your finances and invest in what matters.

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Understanding CapEx, OpEx, and COGS?

Capital expenditures, operating expenses, and cost of goods sold are expense categories that are often confusing when it comes to filing your taxes.

B2B Collection Best Practices to Improve Cash Flow

Proper B2B collection strategies can enhance customer relationships and cash flow. Follow these strategies to effectively recover overdue payments.

Financial Planning Strategies to Reach your Money Goals

Financial planning often involves looking for funding to help take your business performance to the next level. Here are some strategies to explore.

When to Review and Update Your Financial Plan

Most experts say you should review your financial plan annually, if not more frequently.

How to Write an Employee Expense Policy

An employee expense policy keeps team members aligned on spending for the company and provides a blueprint for getting reimbursed.

Accounting vs. Financial Planning: Explained

Accounting and financial planning both have a role to play in growing your business sustainably.

3 Questions to Ask Your Accountant Before Filing Taxes

Don’t miss claiming possible credits and deductions on your next tax return.

Simplify Employee Expense Management with These Tools

Spreadsheets and crumpled receipts aren’t conducive to fast, accurate expense reporting. Learn how to digitalize your approach and improve your process.

A Guide to Sales Tax Collection and Payment Requirements

Before you start collecting tax from your customers, you'll have to first register with the government to remit your collections.

Estimated Tax Payments — Explained

Business owners, freelancers, and independent contractors can use estimated quarterly tax payments to stay organized and manage their finances before the April filing deadline.