With the new year quickly approaching, many people are taking time to reflect back on the peaks and valleys of the current year. As a small business owner, the next few weeks provide you with an opportunity to look back on the positives and negatives 2019 brought your business and make a plan to tackle this coming year. Below, we’ve compiled a list of tips for you to include in your small business resolutions for this coming year. Invest in...

Each year, billions of dollars go unclaimed as unfiled income tax returns. The IRS reported $1.4 billion in unclaimed refunds for 2015 alone. While that might seem like an unrealistic number, all that money came from an estimated 1.2 million taxpayers who failed to file their tax returns. Unfortunately, the IRS keeps the unclaimed refunds after three years, but if you were one of the millions of taxpayers not to file a tax return in 2018, it’s not too late...

Are repeated email reminders not getting your “please pay me” message through? How about 30, 60 and 90-day invoices, or repeated weekly phone calls? In our experience, sending one type of message again and again won’t get great results. Why not? Because: It’s easier to miss. What if your customer rarely checks email? Or hates talking on the phone? Or has a sleepy assistant managing their paper mail? We had one CloudBooks user tell us that his customers sometimes have thousands of...