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Creating a business budget is an important step in planning. A small business budget starts with creating the budgeting process, the operating budgets, such as sales, inventory and purchases, cost of goods sold (COGS), and sales and administrative, and ends with the financial budgets, such

Having a meeting agenda provides structure and clarity to meetings, ensuring that time is used effectively and goals are achieved. It helps set clear objectives, outlines discussion topics, allocates time for each item, and identifies responsible parties, ensuring everyone is prepared and on the same

Explore what documents to keep in an employee personnel file—and which to keep out. Watch our instructional video and download checklists to stay compliant.

Creating and sticking to a retail budget is imperative to the success of your business—it will help you predict sales, optimize purchasing, understand costs, and prevent overspending. Here, we will go over how to budget a retail business in six steps, which includes gathering and

Point-of-sale (POS) security protects the computer systems that process debit and credit card transactions. Because point-of-sale systems can contain sensitive data like account numbers, emails, and addresses, hackers target these systems, and a data breach can be costly both financially and reputationally. POS system security

Wave Payroll is a user-friendly payroll software add-on to Wave’s free accounting system. Best suited for small businesses, it lets you pay employees and contractors, offers workers’ compensation insurance, and has an employee portal. While it’s quick to set up and easy to use, it

The term customer relationship management (CRM) came about in the 1980s, but the process of managing customer data started long before. The early days of the CRM evolution simply involved filing customer profiles on paper. In this article, we’ll travel through time to learn about

If you are a small business owner seeking to manage HR functions yourself or want to upskill your HR team members, free online HR courses are very beneficial. There are a host of options that cover virtually all aspects of human resources, from policies to

Email marketing serves as an invaluable tool that offers a personalized touchpoint to keep you top of mind for new and former clients. Drafting impactful emails from scratch can be time-consuming, so having ready-made templates available ensures you can get your message across in a

Investing in multifamily real estate is a profitable approach for generating cash flow and developing a solid investment portfolio in a single real estate transaction. To learn how to buy a multifamily property, start by identifying your budget. Then, explore property types and communities, select

Small business owners can avoid frequent inventory counts and save time by using the gross profit method to estimate inventory. The gross profit method is the easiest inventory estimation technique wherein the company uses historical gross profit rates to determine cost of goods sold (COGS)

Line sheets are industry-standard product sales tools retailers, manufacturers, and wholesalers use to display complete product information to potential buyers and retail partners. Unlike product catalogs and lookbooks, line sheets are simple visual documents often used in business-to-business (B2B) transactions that give potential buyers all the