A financial plan is a comprehensive document that charts a business's monetary objectives and the strategies to achieve them. It encapsulates everything from budgeting and forecasting to investments ...

Improve your chances of growth and success by covering these bases in your financial plan.

AI adoption is underway. Advances in automation are lowering the cost of serving small businesses. Financial services are becoming embedded in everyday workflows. Data infrastructure is improving.

It’s no secret that small businesses have been through a lot this year, especially financially. The uncertainty around tariffs and how that will impact businesses long-term, coupled with the overall ...

When the economy takes a hit, small businesses usually feel it first. Inflation, rising interest rates, or global disruptions can shrink margins fast. During one recent slowdown, the Fiserv Small ...

Securing a small business loan can be a crucial step in helping your business grow, expand, or manage cash flow. Whether you’re planning to purchase equipment, hire more staff, or invest in marketing, ...

It usually starts with good intentions. A small business owner, stretched thin between sales, operations, and customer service, decides to hand off bookkeeping duties to a trusted family member or ...

Southfield-based fintech company Credibly has been issued a new patent (U.S. Patent No. US 12,505,113 B2) by the United States Patent and Trademark Office related to embedding generative AI and […] ...

Use Copilot to get more out of Excel. Also, Home Depot releases an AI app for customers, Gusto introduces integration with ...

What financial stress testing means for small businesses Most small business owners know how to budget, forecast, and manage day-to-day finances. But fewer use financial stress testing, a tool that ...