Mistakes happen all the time. Every business leader knows that. However, the goal of any business is to reduce mistakes and avoid errors, especially ones that could cost the business future growth potential. For example, imagine a scenario where a... (Read More)

Crafting a digital payment strategy for a small to mid-sized business can be challenging, especially if you are unfamiliar with the tools you'll need. As an independent treasury strategist, I can help your company develop the best payment processing... (Read More)

The propane and heating oil industry is transitioning to renewable fuels, which can be challenging. At the same time, new environmental legislation is affecting the industry, too. So now, propane and heating oil businesses must balance their... (Read More)

In my role as an independent treasury strategist, you wouldn't believe how often I meet with businesses and organizations still using outdated accounts receivable methods. Many companies have a mentality of 'if it ain't broke, don't fix it'... (Read More)

As the world moves to a digital financial sphere fueled by real-time data, the way we bank will change. A new concept of banking, called open banking, is becoming more popular. Open banking technologies allow third-party service providers to access... (Read More)

In the early days of building a business, one thing stresses out all entrepreneurs, regardless of what industry they are operating in – access to credit. New businesses operate on unsteady revenue streams, and their profit margins, especially as... (Read More)

As an independent treasury strategist, I’ve worked with many businesses that are reluctant to embrace digital payment processing tools because they are worried about getting hacked or falling victim to digital fraud. So, they continue to rely on... (Read More)

Credit card chargebacks are a common payment processing issue for many businesses. A chargeback occurs when the user’s bank triggers a payment reversal. Typically, this happens when the user reports unauthorized use of the card, an unnecessary... (Read More)

Is your business short on cash? Are you constantly stretching out the time between invoice payments? Wouldn’t it be great if you could find a magic source of additional revenue without investing more time and energy into your business? For many... (Read More)