Planning Insights
Explore insights for your small business
Planning
A Quarterly Roadmap for Business Planning
Roll out these four key processes each quarter to set yourself up for success in the year ahead.
Rather than attempt to tackle everything in one month, it helps to break down major categories into manageable pieces that you can tackle throughout the year.
Planning
Tips for Creating a Business Plan
Use a business plan as a roadmap so you can explore possibilities and envision how you'll deal with challenges.
A well-written business plan may be the determining factor between an unrealized pipe dream and a well-executed company that's thriving thanks to investor and lender buy-in.
Cash Management
Payment Options for Small Businesses
What are some payment methods small businesses use for success? We cover the most common types, from credit and debit cards to contactless payments.
By selecting a payment system that works best for your business while offering customers the flexibility and convenience of multiple methods of payment, you increase the likelihood of repeat business.
Planning
Keep Your Business Running With a Business Continuity Plan
Learn how smart business continuity planning can help you stay afloat when employees are out sick or a natural disaster strikes.
Disruptions are nothing new in the business world, but they can become even more difficult when a pandemic or other type of disaster hits.
Planning
To Grow Your Customer Base, Think Local
Your relationship with the community matters. Here's how to get involved as a new business.
Educational programs show community members you want to help them succeed.
Cash Management
How to Reduce Your Fleet Fuel Costs
By leveraging strategies across operations and budgeting, your fleet can thrive in any economy.
Your fleet drivers are your top line of defense against controllable fuel costs.
Management
How to Boost Employee Loyalty
In today's competitive job market, employers need to take meaningful action to retain talent.
Employees, like all people, want to feel valued—and acknowledging their contributions regularly can go a long way to inspire pride and a sense of belonging.
Starting a Business
Rollover for Business Startups: Pros and Cons
Here's how a ROBS lets you use your retirement savings to launch a new small business.
For this strategy, the business must operate as a C corporation, a business structure where you can buy stock.
Planning
Create a Strong Business Succession Plan
Exit the company you helped build in a way that leaves your achievements intact.
Business succession planning ensures you ultimately separate from your company in a manner that achieves your business and personal goals.
Security
Is Your Business Prepared for Common Risks?
Companies need to prepare for risks like PR crises, supply chain failures and legal challenges.
The World Economic Forum expects that business uncertainty will remain high in the near future as companies continue to grapple with many types of business risks.
Insurance
Get the Right Liability Coverage for Your Business
Make sure your small business is protected with professional liability coverage.
It's key to prepare for potential business risks and find ways to minimize them.
Security
Why Does Digital Transformation Fail?
Data breaches are a real threat to small businesses, so it's important to focus on your transformation's security.
The more input and buy-in you can get, the more issues, concerns and associated solutions you can identify—and the better you can support everyone involved.
Technology
Does Your Business Need Customer Behavior Analytics?
How behavioral science technology works and making decisions based on customer data.
By leveraging customer behavior analytics and data based on previous decision-making, businesses can get insights into their customers' preferences.
Taxes
Self-Employed Tax Tips for Social Security
The IRS has some specific requirements for self-employment taxes. Here's what you need to know.
Self-employed individuals are considered both employer and employee, which means you must pay the full 15.3% of your gross income to cover the tax contribution to Social Security and Medicare.
Planning
Business Budget Planning During a Pandemic
It's difficult to plan your business budget when you face so many unknowns.
The pandemic is making business budget planning for 2021 uniquely difficult. There are a number of considerations to bear in mind as you lay out your strategic plan for the next 12 months, allocate resources and estimate revenue and profits.
Finance
Understanding What Bankruptcy Means
Commercial bankruptcies have increased during COVID-19. If you're struggling, know your options.
Chapter 11 is a type of bankruptcy that allows a business to continue to operate while it reorganizes its debts.
Showing 1 - 16 of 36 results
Showing 1 to 16 of 36 results
