Read About - New SBA Underwriting Requirement Raises the Bar for Business Acquisitions Over $3 MillionAugust 24, 2026
Beginning October 1, 2026, the SBA’s updated SOP 50 10 8.1 introduces a significant underwriting change for 7(a) acquisition loans: for initial acquisitions and business expansion transactions with a business purchase price of $3 million or more, lenders must obtain an independent quality of earnings analysis in addition to the required business valuation
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Read About - Common Cybersecurity Compliance Mistakes Mid-Market Companies Make
Read About - Cash Flow Forecasting Best Practices for Companies Without a Full Finance TeamAugust 24, 2026
Cash flow forecasting is how a business predicts the money coming in and going out over the weeks and months ahead
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Read About - California’s Minimum Wage Will Increase to $17.40 in 2027: Is Your Employee Handbook Ready?August 24, 2026
Effective January 1, 2027, California’s minimum wage will increase to $17.40 per hour for all employers
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Read About - When to Engage a Technology & Risk Advisory Firm (and What to Expect)August 14, 2026
Most companies bring in a technology and risk advisory firm about six months later than they should
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Read About - AI in Hiring: What California’s Automated Decision System Rules RequireAugust 14, 2026
California employers using AI to screen resumes, rank candidates, or score video interviews now answer to two separate rulebooks with two different deadlines
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Read About - When a Growing Business Needs a Fractional ControllerAugust 5, 2026
As a business grows, its financial needs often outpace what a bookkeeper can handle, but not yet enough to justify a full-time controller
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Read About - Buy-Side vs Sell-Side Due Diligence: What Changes and Why It Matters
Read About - Cybersecurity Assessments: A Strategic Priority for Credit Unions
Read About - Month-End Close Checklist for Small and Mid-Sized BusinessesAugust 4, 2026
Every business needs to know whether it is making money and where its cash is going
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Read About - California Tax Updates: Trump Accounts, California Competes Credit, and New EV RebatesJuly 20, 2026
California Will Follow Federal Trump Account Rules
Under SB 180, California will generally conform to the federal tax treatment of Trump Accounts beginning with the 2026 tax year, retroactive to the start of that year
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Read About - IRS Raises Mileage RatesJuly 13, 2026
The IRS has raised the standard mileage rates for business, medical, and moving-related vehicle use for expenses incurred on or after July 1, 2026: Taxpayers in California can expect updates regarding the california middle class tax refund in the coming months
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