Knowledge Center

At MSM Advisors, we’re dedicated to providing you with information to help you more fully understand your business’s finances.

Everything You Need to Know about Startup Income Statements

Everything You Need to Know about Startup Income Statements

An income statement or a profit and loss statement, reports the changes in income and expenses over a period of time, usually monthly, quarterly or yearly. This financial statement is important because it shows the profitability of your business. This post will help...

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6 Quick Tips to Build Your Startup’s Budget

6 Quick Tips to Build Your Startup’s Budget

Budgeting is an important part of reaching your financial goals, and a powerful tool for any business owner. A budget is used to regulate how quickly and in what ways your money is being used. Using this tool helps maintain short and long term financial plans, which...

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Bill.com – Virtual Tools from Our Tech Stack

Bill.com – Virtual Tools from Our Tech Stack

MSM Advisors utilizes many innovative tools in our tech stack to help our Virtual Chief Financial Officer (CFO) clients and all our business services modules get the support they need to be successful.  One of these tools is Bill.com.

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Software & Technology

How to Use Adobe Scan App

With Adobe Scan, easily capture and convert your documents into digital pdf files. Follow these step-by-step instructions on how to use the Adobe Scan App Step 1: Install the app on your iPhone or android Step 2: View the Welcome to Adobe...

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How To Use The Scanner Pro App

How To Use The Scanner Pro App

This video explains how to download and use the Scanner Pro App on your mobile device for safely sharing PDF documents to your ShareFile account. If you already use a different scanner app on your device, you can use the one you already have. This is Scanner Pro:...

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Tax Issues

2021 Last-Minute Tax Planning Techniques

2021 Last-Minute Tax Planning Techniques

It’s time to give your CPA or tax accountant the information for this year’s tax filing. You can already feel the pressure and tension creeping in and overshadowing the joy of the holiday season. Instead of worrying, use this simple checklist that outlines what your tax accountant or CPA needs.

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Your Top Tax Questions Answered: Know When to Save

Your Top Tax Questions Answered: Know When to Save

Every United States taxpayer knows the stress of April 15th. You shouldn’t have to pay more than you owe, so it’s important to know where you can get deductions. Whether you are self-employed, run a large company, or work from home there are ways you can keep more...

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