Small Business Resource Center Small Business

Finance and Money Matters

Detect Wire Fraud before it is Too Late

Wire fraud is a favorite tactic of criminals because they can move large sums quickly and are difficult to reverse. Learn about fraudsters’ tricks of the trade so you can watch for unusual activity and prevent large losses from your business accounts.

4 Options for Maturing Loans

Part of smart financing is having a plan in place when your commercial loan matures. Begin talking to your financial advisor several months before your term ends to help determine which course of action is best for you and your business. Here are four options.

5 Financial Needs Small Businesses Don’t Realize They Have

Small business owners need to know about accounting, sales, marketing and much more to build a successful venture. While you’re juggling all of those balls, what are you missing? Here are five financial needs that many small business owners don’t realize they have.

When (and When Not) to Use Credit Cards for Your Business

Pulling out plastic for a purchase is convenient, but is it always the right choice for your business? Find out here.

5 Key Elements of Strong Cash Flow

No business owner wants to wake up on a Friday morning with no idea how they are going to make payroll or pay that mission-critical vendor. Learn about the five key elements of cash flow management.

Growing Your Business? Prepare for a Loan Request

Evidence is mounting that the economy is starting to turn the corner and that small businesses are feeling more hopeful about their prospects. If you are considering making improvements to or growing your business, here are some steps you can take to increase your chances of being approved for a loan.

5 C’s of Credit Analysis

Whether you need new equipment or would like to make other improvements to your business, it's helpful to know what financial advisors are looking for when evaluating credit.

Properly Insuring Your Business

No matter how careful you are in running your business, accidents happen. You’ll need to plan for risks if you want it to thrive.

6 Ways to Cut Business and Personal Expenses

In any economic environment, businesses and individuals look for ways to trim expenses and maximize efficiency. Following are several strategies that individuals and small business owners can use to save money related to their finances.

Making Payments: Purchasing or Credit Card?

Commercial credit cards are a great payment method for most businesses, but some may need even more card-level control and flexibility than a standard card can offer. That's where corporate purchasing cards come into play. Learn more about purchasing cards and whether they're a good fit for your business.

What you'll find here

ArticlesPractical, straight-to-the-point information on key issues you will face.
Action PlansInteractive online training that allows you to build your own custom action plan.
VideosShort videos on everything from cash flow to competitive analysis.
TemplatesExperiment with financial scenarios and create a business plan to map your direction.



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Case Studies

Case Studies

Learn how we've helped our clients purchase dream homes, build their businesses and become successful.

Pinnacle 5 Podcast Series

Pinnacle Podcast

Arm yourself with knowledge on financial topics from the advisors at Pinnacle.