The Source

This week in The Source

It's Time to Think Harder about HR Management

5 minute read

August 15, 2023

It's a scene you could have never imagined happening at your firm: A star employee is accusing his coworker of harassment and is promising to sue. Now what? Frantically, you call your lawyer at 10...

Small Business

What Makes a Family Business Succeed?

4 minute read

August 8, 2023

Ever notice how TV shows about family businesses are typically full of high drama? Whether it was the classic, "Dynasty," or more recently "Succession," a family business can be a setting for high drama and...

Small Business

How Will You Structure Your New Business?

4 minute read

August 1, 2023

DBA? LLC? Sole proprietorship? Knowing the basics of business structure keeps you from getting stuck in the weeds. The concept of choosing a structure for your small business can be confusing. If you asked the...

Thought Leadership

Fora Financial VP Sales, Michael Hollander speaks about: Closing the Customer Satisfaction Gap

6 minute read

July 19, 2023

For three years now, my sales team and I have worked with many small-business clients hit by the pandemic and/or inflation. They've stared down challenges such as finding and paying for inventory, maintaining staff, and,...

Small Business

Make Your Seasonal Business a Year-Round Success

3 minute read

July 18, 2023

In theory, a seasonal business owner should look forward to the off-season. With the hustle of those busy peak months behind you, what better time to focus on long-term projects like renovations or a new...

Small Business

Prepayments Plans Beat the AR Blues

4 minute read

July 11, 2023

Any business owner who spends time and money resolving delinquent invoices understands the value of prepayment agreements. But in addition to cutting AR overhead, prepayments can be a boon to your firm's cashflow. They'll also...

Small Business

Six Questions to Ask Before Cancelling Your Business Credit Card

3 minute read

July 5, 2023

With interest rates continuing their rise, many business owners may be inclined to ditch their plastic. Are they on to something or jumping the gun? The average APR on a business credit card has climbed...

Small Business

What Really Makes Your Employees Happy?

4 minute read

June 27, 2023

When it comes to employee satisfaction, America’s employers have some work to do. Only six out of ten workers polled say that their employers are providing benefits that meet their personal and household needs, according...

Thought Leadership

Fora Financial COO, Andrew Gutman Asks: How Is Your Business Coping With Inflation?

4 minute read

June 20, 2023

Most firms can do more than they realize to curb the effects of rising prices on the bottom line. Price increases in New York City are as common as rush hour traffic and fights between...