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Financial Tools

There are plenty of financial tools and services that can improve the way you manage for business’s money. Whether it's accounting software, credit card processors or business loans, these finance products can provide you with the funds you need to run your business and the means to effectively manage them.

Latest: Advice, Tips and Resources

ADP logo
Review
ADP Payroll Review and Pricing
By Jessica Elliott | July 09, 2024

ADP’s scalable plans and advanced payroll features make it the best payroll solution for growing businesses. Explore pricing, features and more.

Article
Factors to Review When Choosing a Credit Card Payment Service
By Jennifer Dublino | July 01, 2024

Ready for your business to accept credit cards? Consider these 10 credit card payment services to choose the right one for your small business.

Quickbooks logo
Review
QuickBooks Online Review and Pricing
By Mike Berner | June 27, 2024

QuickBooks Online is an excellent small business accounting package. Learn about QuickBooks Online's features, like automation, security and integrations.

Man using a calculator for finances
Article
In Pursuit of Profit: Applications and Uses of a Break-Even Analysis
By Simone Johnson | June 11, 2024

A break-even analysis helps you identify how much your business must sell to recoup costs. Learn how to use it to make smart decisions for your business.

Article
How to File Medical Claims
By Leah Zitter | June 10, 2024

Medical offices bill insurance providers for clients' services. Learn what's involved, including HIPAA regulations, what to include and what can go wrong.

Accountant using a calculator
Article
QuickBooks vs. Xero Comparison
By Mike Berner | May 29, 2024

QuickBooks and Xero are two of the most popular accounting software choices for small businesses. Here is how they compare.

person doing taxes
Article
Why Small Business Owners Should Think About Taxes Year-Round
By Sean Peek | May 09, 2024

Learn how to tackle taxes more effectively and get bigger deductions by folding tax plans into your overall business strategy.

Article
10 Ways to Reduce Operational Costs for Your Small Business
By Jennifer Dublino | May 02, 2024

Because small businesses operate on tight margins, sustaining a healthy profit is critical. Learn how to increase revenue and reduce expenses. 

Article
Unique Ways Small Businesses Can Increase Cash Flow
By Mark Fairlie | May 02, 2024

Looking to increase your small business's cash flow? Follow these tips to make sure you have enough liquid capital to keep growing.

Article
Medical Billing Process Step by Step
By Max Freedman | May 01, 2024

The medical billing process can be complicated. Follow this step-by-step process to ensure you do it correctly.

Article
The Solopreneur’s Guide to Retirement Funds
By Donna Fuscaldo | April 23, 2024

How do self-employed people plan for retirement? Here are a few retirement plan options for the solopreneur.

Article
Credit Card Processing in High-Risk Industries
By Dachondra Cason | April 19, 2024

Is your business considered a high risk by your credit card processor? Here's how to know and what that means for you.

Financially Lit book cover
Article
Podcaster Jannese Torres Wants to “Level Up Your Dinero”
By Antonio Ferme | April 19, 2024

Our full Q&A with the author of Financially Lit!

Article
PayPal vs. Merchant Account: What’s the Difference?
By Jennifer Dublino | April 18, 2024

As you expand the types of payment options available at your business, here are the pros and cons of two popular ways for customers to pay.

Article
How to Create and Send Invoices With PayPal
By Jennifer Dublino | April 16, 2024

Want to send a professional invoice via PayPal? Follow this guide to learn how.

Article
What Is Meta Pay (Formerly Facebook Pay)?
By Donna Fuscaldo | April 15, 2024

Learn how Facebook Pay works, its pros and cons, and whether a small business should consider this alternative to PayPal as a checkout option.

Article
POS Systems for Small Construction Businesses
By Donna Fuscaldo | April 10, 2024

With a POS system installed on your phone or tablet, you can accept payments on the job, send digital receipts, and accurately record payment details.

NetSuite logo
Review
NetSuite Accounting Software Review and Pricing
By Mike Berner | April 10, 2024

Oracle NetSuite is a popular cloud-based ERP used by more than 40,000 organizations worldwide. It offers a comprehensive suite of integrated business management solutions.

Zoho Books logo
Review
Zoho Books Review and Pricing
By Mike Berner | April 10, 2024

Zoho Books is an accounting solution that uses automation to make managing business finances easier. Learn about Zoho's features, integrations and more.

Review
FreshBooks Accounting Software Review and Pricing
By Mike Berner | April 10, 2024

FreshBooks is cloud-based accounting software that's ideal for invoice creation. Learn how businesses use FreshBooks for accounting, including custom invoicing.

Sage 50 logo
Review
Sage 50 Review and Pricing
By Mike Berner | April 10, 2024

Sage Business Cloud Accounting is a cloud-based accounting solution ideal for customizations. Learn how businesses can use Sage to customize integrations.

Review
Plooto Review
By Mike Berner | April 09, 2024
Review
Payment Depot Review and Pricing
By Mike Berner | April 04, 2024

Payment Depot is a top credit card processor for growing companies. Learn why Payment Depot is the best credit card processor for high transaction volumes.

Stax logo
Review
Stax Payments Review and Pricing
By Mike Berner | April 04, 2024

Stax is a subscription-based credit card processor that lets businesses pay predictable costs. Learn why Stax integrations set it apart from competitors.

Review
Rippling Payroll Review and Pricing
By Jessica Elliott | April 04, 2024

Rippling's platform has hundreds of integrations and a user-friendly workflow builder. Learn why it's the best payroll system for automating processes.

Article
What Is Credit Card Processing? The Complete Guide to Credit Card Payments
By Jennifer Dublino | April 04, 2024

Businesses accept credit cards to increase customer satisfaction and boost the bottom line. Learn everything you need to know about credit card processing.

Article
A Guide to Restaurant Payment Processing
By Jennifer Dublino | April 04, 2024

Here's what you should consider before selecting a credit card processor for your restaurant.

Payment processor
Article
Payment Gateway vs. Payment Processor
By Jennifer Dublino | April 04, 2024

When your business must accept credit cards, you must understand payment gateways and payment processors. Here's how they work together for transactions.

Article
Guide to Merchant Accounts
By Jennifer Dublino | April 04, 2024

If your company wants to accept credit cards, you should know all about merchant accounts and payment facilitators. Here are the essentials.

Article
Guide to Credit Card Processing Fees
By Jennifer Dublino | April 04, 2024

Most businesses must accept credit cards to succeed. Learn about the rates and fees involved with processing card transactions and how to negotiate fees.