The Source

This week in The Source

Do You Have an Exit Strategy?

5 minute read

September 19, 2023

One of the greatest bounties of being the boss is the option to keep your firm running for as long as you like — until you're ready to move on to your next chapter. Yet,...

Small Business

How to Deal with Anxiety as a Business Owner

5 minute read

September 12, 2023

The stress and isolation of the pandemic years has contributed to a greater focus on workplace mental health going forward. Reflecting this commitment, a 2022 study revealed that 77 percent of business owners surveyed are...

Small Business

When Does Outsourcing Your Sales Team Make Sense?

4 minute read

September 5, 2023

Outsourcing, the practice of using an outside business partner to handle what might otherwise be an internal business function, has become a staple of business-to-business commerce. According to a LinkedIn report, the most common outsourcing...

Small Business

Seven Smart Reasons to Open a Business Banking Account

5 minute read

August 29, 2023

It's not uncommon for sole proprietorships to co-mingle personal and business accounts. Many self-employed freelancers, tradespeople, or domestic workers may often find it easier for their clients to pay them via Venmo, or Zelle, for...

Thought Leadership

CTO, Kevin Ruthen, discusses: AI is Not Your Bogey Man

6 minute read

August 22, 2023

Scroll through some recent headlines and you may start to think that Artificial Intelligence is as great a threat to the globe as climate change, radical politics, or the (wholly hypothetical) return of Barney the...

Small Business

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,...