by Mark Masterson | Mar 6, 2025 | Blog
Dreading the thought of writing a business plan? You’re not alone. Many new business owners put it off or skip it altogether because it seems overwhelming. But creating a solid plan doesn’t have to be complicated. You can build an effective business plan...
by Mark Masterson | Feb 1, 2025 | Blog
Running a small business means wearing many hats. But what if you could clone yourself to handle the endless stream of emails, social media posts, and customer questions? While we can’t actually clone you (yet!), AI tools can help you get more done with less...
by Mark Masterson | Jan 3, 2025 | Blog
Simple Steps for Success As small business owners, we know that dreams need action to become reality. Before we jump into 2025 with both feet, let’s take a moment to reflect and plan smart. Looking Back at 2024 Take 15 minutes to answer these questions: What was...
by Mark Masterson | Nov 21, 2024 | Blog
What Your Small Business Needs to Know As a small business owner, you may have heard about the new beneficial ownership reporting requirements from the Financial Crimes Enforcement Network (FinCEN). This new regulation affects millions of small businesses across the...
by Mark Masterson | Oct 24, 2024 | Blog
Empowering Small Business Success Through Monthly Bookkeeping Small business owners balance numerous responsibilities – and financial management can often be neglected amidst daily tasks. However, mastering your finances with regular bookkeeping can prove to be...
by Mark Masterson | Sep 12, 2024 | Blog
Whether you’re an established business owner or just starting out, you’ve poured your heart into your venture. As a community development financial institution (CDFI), we are committed to supporting you at every stage. We’re not like traditional banks....