52 Weeks of FOS
Income Statement Glossary & Example – Week #5 of The Financial Operating System®
Building on last week’s financial assessment, this week we define several terms related to income statements. If you h …
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Guides & eBooks
The Financial Operating System Version 2.0 (entire book)
SmartBooks Founder and CEO Calvin Wilder created the Financial Operating System book to help business owners like you ta …
For Marketing Agencies
The Financial Operating System for Marketing Agencies (entire book)
Calvin Wilder, Founder and CEO of SmartBooks, authored The Financial Operating System for Marketing Agencies to help age …
Podcasts
Empowering Healthy Business Podcast Episode 35: Beneficial Ownership Reporting Update and Tax Planning Win
The U.S. Treasury Department recently announced updates to the beneficial ownership filing requirements that could impac …
52 Weeks of FOS
Common Finance Issues You May Find During Your Initial Finance Review – Week #4 of The Financial Operating System®
Conducting an initial financial assessment often uncovers common finance issues that business owners must fix to maintai …
52 Weeks of FOS
Step #2: Assessing Current Finances (Your WHAT) – Week #3 of The Financial Operating System®
Assessing current finances is a crucial step in understanding your business’s financial health. In Step #1 of The Fina …
52 Weeks of FOS
Consider Your Business Model – Week #2 of The Financial Operating System®
Last week we focused on identifying your Why and the high-level financial objectives that you want to achieve as a busin …
Podcasts
Empowering Healthy Business Podcast Episode 34: The Benefits of Proactive Tax Planning vs. Reactive Tax Filing
In this episode of the Empowering Healthy Business Podcast, we’re excited to share a major update from our team. G …
52 Weeks of FOS
Identify Your WHY – Week #1 of The Financial Operating System®
Step #1 in The Financial Operating System® focuses on establishing clarity about your personal and professional objecti …