Starting March 1, permanent residents (green card holders) are no longer eligible for SBA-backed loans, including 7(a) and 504 programs. This directly impacts many qualified business owners who were preparing to apply.

For CPAs and Tax Pros, this means adjusting financing conversations early — focusing on what capital is truly accessible and planning strategically before options become limited.

There’s a silence business owners don’t talk about. Not lack of clients. Not lack of hustle. Lack of clarity. When you don’t know where to start… you don’t start. Clarity comes before capital. Always. Break the silence. Grow from there.

If you're a tax professional, tax preparer, or run a tax office, planning your financing ahead of time is one of the smartest moves you can make. Many business owners wait until cash flow is tight or expenses start piling up to look for funding — but applying for capital at the last minute can limit your approval odds and cost you better terms.

Fast growth can seem like every business owner's dream, but scaling without a clear strategy can jeopardize profitability and long-term stability.

Creating a blog without a plan is like doing taxes with no docs. These 10 steps will help you attract clients, answer questions, and grow your firm with smart content strategy.

When a client says “let me think about it,” it’s not a rejection—it’s a sign of uncertainty or fear. This article shows how to interpret silence, reconnect with empathy, and turn hesitation into trust to close deals confidently.

Branding isn’t just a logo. In finance, trust is key. Learn how clear messaging, strong presence, and credibility help you access capital and grow your business.