We’ll walk you through how to choose an online bookkeeper. You have to understand which accounting tasks you want to outsource now and which services you might need when your business scales. Most importantly, you have to shop around and evaluate your options based on different factors, such as the bookkeeper’s fees, the accounting software…
How To
How to Get an SBA Startup Loan in 6 Steps
Getting SBA startup business loans can be challenging as lenders know there’s a high failure rate for newer companies. However, it can be done, and we’ll walk you through how to get an SBA startup loan. You’ll need to have a business plan, know the details of how you’ll use the funds, understand the best…
How to Create a Corporate Credit Card Policy [+Free Template]
We’ll walk you through how to create a corporate credit card policy, from identifying its purpose and determining eligibility requirements to establishing employees’ reporting requirements and having them sign the agreement. Your policy must cover rules on eligibility, spending limits, documentation requirements, use of rewards, payment terms, limitations, and consequences for noncompliance. While you can…
How to Find a QuickBooks ProAdvisor in 5 Steps
To find a QuickBooks ProAdvisor, go to Intuit’s Find-a-ProAdvisor website and search for a ProAdvisor based on your needs. Since not all ProAdvisors are the same, you have to review their profiles, connect with a few on your shortlist, and check their references to find the right one for you. Alternatively, you may use other…
How to Fill Out Form 8824 for a Like-kind Exchange (+ Example)
Our guide will walk you through how to fill out Form 8824. These instructions detail the supporting documents needed to prepare the form and list line-by-line instructions. A completed form is also provided for further clarity on Form 8824 instructions. Step 1: Gather Supporting Information Here is a general summary of the information needed to…
Hiring Salespeople: How to Find the Best Rep
Hiring the right salespeople is a necessity for sustained small business growth and success. The process can seem daunting, especially if you’re not used to hiring salespeople. This guide will simplify the process, breaking it down into digestible steps to help you hire a sales representative, build a sales team, and ensure they align with…
How to Use Square to Accept Credit Card Payments in 2026
Square makes it easy for small businesses to accept credit card payments in person, online, remotely, and through invoices. Whether you sell at a counter, on the go, through an ecommerce store, or by sending digital bills, Square offers multiple ways to take payments without requiring a traditional merchant account. In this guide, I explain…
How to Develop a Sales Compensation Plan in 8 Steps
Sales compensation plans provide a detailed framework or guideline for how businesses will pay salespeople. A well-planned compensation scheme motivates sales reps to hit peak performance. Follow our step-by-step guide on how to develop a sales compensation plan for your small business, from determining baselines and establishing goals and quotas to its full implementation. Step…