Learning Center

Articles   /  Finance and Money Matters

With continued changes in government funding, the financial outlook for nonprofits feels more stressful than ever. But there are steps you can take right now to help insulate your organization from the severity of what may come. From business and banking perspectives, here are a few items and actions to consider.

Fraud and Security   /  Fraud and Security Alerts

We have started seeing potentially fraudulent transactions designed to get around the fraud protection services many clients depend on. These transactions originate from the Intuit ACH Company ID that’s used to debit transactions for companies using Intuit software. That means thieves are trying to circumvent fraud protection services like ACH Block and ACH Block and Filter.

Articles   /  Managing Your Business

Whether you’re an entrepreneur or the owner of a multi-generation business, a well-planned exit strategy is imperative. It’s not just a contingency plan: Knowing your end game informs critical decisions all along the way to ensure you achieve your personal and financial goals.

Personal Finance   /  Investing

If you are fortunate enough to achieve financial stability for yourself, you have the opportunity to leave a legacy for the next generation. Whether you’re continuing a legacy that a family member began or the first in your family to begin one, there are three phases to building generational wealth.

Articles   /  Finance and Money Matters

There’s a new federal rule requiring more than 32 million small businesses across the United States to register and file with a bureau of the U.S. Treasury Department called the Financial Crimes Enforcement Network (FinCEN). The Beneficial Ownership Information (BOI) database collects information about who ultimately owns and controls each reporting company. We've answered some frequently asked questions about this development that's been in the works for several years.

Articles   /  Finance and Money Matters

For businesses that receive deposits from many different sources and need to reconcile and report on each source separately, virtual account management (VAM) can be a game-changer. Having the power to independently open and close an unlimited number of separate virtual sub-accounts, all attached to one master account via an online portal, can solve a lot of headaches.

Articles   /  Managing Your Business

When you’re in the business of handling the affairs of people with serious, life-altering injuries, that’s sacred territory. Whether your role is litigator, judge, insurer, contractor or care coordinator, the injured person and their family are counting on you to do the right thing for their short- and long-term benefit. They’re not experts in law, healthcare, finance or the tax code, so they’re depending on the professionals to uphold and abide by their oaths, pledges and values.

Personal Finance   /  Managing Your Money

One important measurement of financial wellness is the credit score. It’s essential for renting an apartment or buying a car or home. So how do you build credit when you're starting from scratch? And if your credit score is low, what are some ways to build it back up? Our financial education program manager shares his tips.

Articles   /  Managing Your Business

As your company competes in a challenging job market, an attractive benefits package is vital. Sponsoring accounts in which your employees can put aside pre-tax dollars for qualified healthcare expenses helps them improve their financial wellness and benefits your business, too.