Small Business Resource Center Small Business Resource Center

Finance and Money Matters

Are You Taking Full Advantage of Your Banking Relationship?

Deposit accounts are the key piece of your business banking puzzle. Chasing the best interest rate can fragment your finances and keep you from seeing the complete picture. But if you work closely with a financial advisor to put the pieces together as a team – with deposits at the center – you start to see some major advantages.

3 Totally False Myths about Small Business Administration (SBA) Loans

Doing business with the government may not be everyone’s first choice. But that’s probably because many don’t really understand what the Small Business Administration is, who it’s for and what it can do. These three myths about SBA lending are just dead wrong.

Lower Rates, Tighter Deductions: How Tax Reform Affects You

Have you thought about how tax reform affects you? Whether you file as an individual or on behalf of your small business, study these changes so you can take full advantage of deductions.

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 Tips for Improving Cash Flow

In any business, the lag between the time you have to pay your suppliers and employees and the time you collect from your clients is a problem. Here are five tips to help you better manage your cash flow.

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.

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.

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.

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.

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.

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.


How much mortgage can you afford? Do you have enough insurance? Get answers with these free calculators.

Case Studies

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

Pinnacle 5 Podcast Series

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