Sandy Yong
All articles by Sandy Yong
How to organize personal finances without spreadsheets
A streamlined personal finance system can help you understand how you’re spending and saving money. Learn how modern budgeting tools and apps can make it easier to organize your personal finances without relying on complicated spreadsheets.
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October 1, 2026
Bookkeeping vs. accounting: What’s the difference?
Get clear on the basics of accounting and bookkeeping, how to decide when your startup needs to set up processes for one (or both), and when to outsource.
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September 14, 2026
8 personal banking tasks you should automate to save time and money
Find out how you can use banking automation to save time, reduce your mental load, and streamline your finances. Here are eight personal banking tasks worth automating.
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August 13, 2026
Decentralized vs. centralized spend management: Pros and cons
Looking for ways to control spend and keep operations running efficiently? Learn how to evaluate spend management systems and decide which approach is the best match for your company.
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July 27, 2026
A guide to zero-based budgeting
Discover the simple steps needed to implement a zero-based budget for your business.
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June 29, 2026
How to get health insurance for your small business
A guide for early-stage founders on how to get health insurance for a small business, what it costs, and how to select the right plan for your team.
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April 29, 2026
The known risks of using AI in banking, and how to mitigate them
If you’re a finance leader at a startup, learning the advantages and disadvantages of AI in banking is critical. Find out strategies to minimize the risks, so your team can use AI tools safely.
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April 23, 2026
How to choose an M&A advisor for your fintech startup
Looking to choose an M&A advisor for a strategic buyout? Learn why sector expertise matters, the questions to ask, and how to avoid costly mistakes.
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April 10, 2026
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