Jesseca Lane
Brand & Marketing
Connor Patterson
Co-Founder
Evan Shoemaker
Head of Product

Get smart about growing your small business with these key tips.

Monitor Reported Information

Do you know the third party reported information that exists on your business, such as any existing Liens, Lawsuits and your Business Standings, such as BOIR filing? Most small businesses don't know what's being reported about them, which affects their ability to obtain better terms for their small business as well as small business loans and funding.

Be Aware of Adverse Actions

Are you aware of any adverse actions on your business such as a small business lien or small business lawsuit? This information can take time to find out and uncover and be confusing. At Palm, we remove the chaos out of small business ownership with Palm Profile so you have access to all of the reported information on your business, including adverse actions such as liens and lawsuits on your small business.

Be Predictable with Payments

Your cash flow over time is a good predictor for lenders looking to lend you a small business loan or funding. Your payment patterns also matter, and can get you better rates and terms on your biggest business expenses which could save you thousands of dollars.

Get full visibility to all of your business accounts in one place when you connect your accounts and claim your Palm Profile today. Receive 24/7 access to the most complete & verified source of truth for your small business.

Use of Debt & Loans

How much debt your business has is also a consideration for business health and growth. Your debt-to-income ratio is important and how you use your funds to grow your business ultimately matters over time. Keeping up with loan payments will also affect your ability to get further lending down the road such as a small business loan or other type of funding, so keep up with your payments.

Don't Ignore Automation & AI

Using AI can help automate many tasks such as monitoring information in your Palm Profile for changes, alerting you of cash-flow based insights or when your policy is up for renewal. Palm is here to remove the chaos out of small business ownership and deliver peace of mind and prosperity to small business owners. AI can save you time and money by automating the tasks you once would spend hours on manually such as autofilling forms and obtaining the reported information on your business. The AI technology we use is in service of this.

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BOI Report

The Real Cost of Missing the BOI Deadline Explained

Missing the BOI deadline isn't just about fines. Discover how it can impact your business operations, credit, and future growth.

BOI Report

5 Myths About BOI Filing You Need to Stop Believing

Separate fact from fiction with these 5 myths about BOI filing. Avoid stress and penalties by understanding the truth behind BOI requirements.

BOI Report

Who Must File a Beneficial Owner Information Report

Unsure Who Needs to File a Beneficial Owner Information Report? Learn which businesses must comply to avoid penalties and ensure transparency.

BOI Repot
Nov 12, 2024

Don’t Fall For It: The Small Business Guide To Avoiding BOIR Scammers

You have likely heard about the new federal requirement to identify & report beneficial ownership information (BOI) to FinCEN (Financial Crimes Enforcement Network). While this requirement is legitimate, Bad Actors and Scammers are exploiting it to target unsuspecting business owners while also raking in millions of dollars in fees from unsuspecting Small Business Owners.

BOI Reporting

Understanding the Beneficial Ownership Info Report (BOIR)

Navigate the complexities of the Beneficial Ownership Information Report (BOIR) to ensure compliance and avoid penalties.

BOI Report
Nov 6, 2024

The BOI Ripple Effect: How This Filing Could Impact Your Business's Future (Beyond the Obvious)

In the post-BOI world, early compliance isn't just about meeting a deadline – it's about securing your business's future.

BOI Report
Nov 4, 2024

The Hidden Costs of Filing BOI Late: What 87% of Business Owners Don't Know

Are you underestimating the true costs and implications of delayed BOI filing? Find out now!

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How AI Can Save Your Restaurant Time & Money

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How To
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Let us get our hands dirty with your finances so you don’t have to.

Learn how Palm is helping service providers save time & money with AI

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Feb 15, 2024

Expense Management for Small Businesses, Made Easy

AI Expense management for small businesses

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AI 101 for Small Businesses

What you need to know about how AI can help your small business.

Most Asked Question
Feb 2, 2024

Most Asked Question: Where Do I Spend The Most Money?

Better understand your business spending using AI

Most Asked Question
Feb 22, 2024

Most Asked Question: Why do I need to connect my business account?

Data & Security

From our Founders
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How To Start and Grow Your Small Business

Looking to start or grow your small small business? Read this first.

Find Money
Mar 20, 2024

How to defer your Economic Injury Disaster Loan [EIDL]

Do you have a Covid-19 Economic Injury Disaster Loan [EIDL]? Read on to learn how to defer and find savings.

Taxes
Apr 1, 2024

4 small business tax tips if you haven't already filed

Running under the gun to save money on your taxes? Read on!

Find Money
Mar 1, 2024

How to find savings on your small business insurance

Read this if you have small business insurance.

Funding
Mar 28, 2024

How to find free small business grants

Your guide to federal and corporate grant opportunities

Funding
Apr 8, 2024

Your guide to State and Local Small Business Grants

Read on if you're looking for a small business grant at the state and local level.

Grow
Apr 22, 2024

The top macro trends affecting small businesses

Trends you should understand to help your business grow

Find Money
Apr 12, 2024

Five ways to manage inflation & rising business costs

Read on for tips on how to find savings for your business.

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Managing small business finances with AI

Business expenses just got easier.

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Apr 30, 2024

What you need to know about National Small Business Week

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Why your business health matters

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How to combat labor shortages with AI and technology

Learn how small business owners like you are using AI and technology to address labor shortages & costs.

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May 20, 2024

Five Cash Flow Management Tips for Small Businesses

Automate the gruntwork with AI

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AI is here to stay - here's how it can help your small business.

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Remove the chaos from small business finances with AI

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The small business guide to a successful summer

Sizzling hot tips to grow your business this summer.

BOI Report
Jul 17, 2024

How to e-file your BOIR

Read on to learn more about filing your mandated Beneficial Ownership Information Report with Palm.

BOI Report
Aug 2, 2024

Who needs to file a BOI Report?

Learn if your business is required to file - don't miss your deadline!

BOI Report
Aug 8, 2024

Don't miss your BOIR deadline!

Learn how to file your Beneficial Ownership Information Report with Palm.

BOI Report
Aug 21, 2024

What is a BOI Report?

Learn what a BOI Report is and how to avoid severe penalties when you file with Palm’s automated process.

BOI Report
Aug 28, 2024

When to file your BOI Report

Learn all about when you need to file your BOI Report and how Palm can help you file in a few easy steps.

Small Business Growth
Aug 27, 2024

What's keeping your small business from growing?

Here are the key growth factors to consider for the health of your small business.

business health
Sep 17, 2024

Business Reporting 101 for SMBs

Better understand the reported information on your small business and what's in a small business data wallet.

compliance
Oct 8, 2024

The easiest way to keep up with small business compliance

Compliance is a huge burden for most small businesses, but Palm is here to help.

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