Small Business Guides on Funding and Accounting

Guide collections

Money and funding

Start here if you are comparing financing or trying to understand your cash position.

The business loans collection explains products, costs and requirements. The cash flow collection shows how to forecast and fix gaps. Both connect to choices on the funding solutions pages.

Accounting, bookkeeping and taxes

Clean records make every other decision easier, including funding.

See the accounting guide, the bookkeeping guide and the tax preparation guide. Confirm tax rules with a professional.

Marketing, branding and sales

Marketing guides cover strategy, digital channels, email, social media and customer retention.

Begin with the marketing guide and move to channels that fit your customers. The branding guide helps you present a consistent message.

Starting, hiring and running a business

Owners at every stage can find practical help here.

New founders should read the starting a business guide. Growing teams benefit from the hiring guide, and the running a business guide covers daily operations.

Nothing in this collection requires you to borrow. Many owners read, adjust their habits and never need financing. For those who do, ROI Funder matches each file to funders in our network and lays out the true cost, the payback period and the monthly-equivalent payment before you sign. The requirements are 500+ FICO, 6+ months in business and $20,000+ in monthly revenue, and the application is a few minutes online with no impact on your credit score.

All guides

Frequently asked questions

Who writes these guides?

They are written by the ROI Funder team as practical references. For legal, tax or accounting decisions, consult a licensed professional.

Do the guides recommend a specific loan?

They explain options in general. The funding solutions pages and an application review show what fits your file.

Where should a new owner start?

With the starting a business collection, then bookkeeping and cash flow, which support everything else.

Small business guides on funding, money and growth