Portfolio
This is a curated selection of the work I've produced so far. If you're interested in seeing a sample on a specific topic, send your message to hello@felioliveros.com.
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Business finance
US Taxes
Your Guide to the Child Tax Credit — Gusto
What Are Employee and Employer Payroll Taxes? Your 2021 Guide — Gusto
SSN vs EIN vs ITIN: The Business Owner’s Guide to Taxpayer Identification Numbers — Gusto
What is a 1099-R? A Guide to Understanding IRS Form 1099-R for Employers — Gusto
What is Form 8027? What Businesses Should Know about Reporting Tip Income — Gusto
International Taxes
A Guide to the Canadian T2200 Form for Tax Time — FreshBooks
Understanding T777: Statement of Employment Expenses — FreshBooks
tax guides for small businesses
North Carolina Small Business Taxes: The Employer’s Complete 2023 Guide — Gusto
Oregon Small Business Taxes: The Employer’s Complete 2023 Guide — Gusto
Pennsylvania Small Business Taxes: The Employer’s 2023 Guide — Gusto
Business funding
The Founder’s Guide to Startup Funding — FreshBooks
What is startup bootstrapping? How to succeed with self-funding — Ramp
Startup valuation guide: 6 methods for valuing a startup during a market downturn — Ramp
A guide to merchant cash advances: How and where to get them — Ramp
Business Loans
The SBA Standard 7(a) Loan: Flexible Financing for Small Businesses — Gusto
Using Student Loans to Start a Business: Is It Worth the Risk? — FreshBooks
Spend Management
What is business spend? 5 spend management strategies to stimulate business growth — Ramp
What are expense reports? (and why you should eliminate them) — Ramp
A Quick Guide to Leveling Up Your Corporate Expense Policy in 2022 — Brex
Financial Software
Best business budgeting software of 2022 to help get your books under control — Ramp
5 best payroll software for startups and small businesses — Ramp
Switching Accounting Software? 7 Steps for a Smooth Transition — FreshBooks
Making the Switch to FreshBooks? When Your Business Should Make the Move — FreshBooks
Accounting
Multiple Revenue Streams: The Secret to a Resilient Business — FreshBooks
The Impact of Inflation on Business Owners (And What to Do About It) — FreshBooks
Cash Flow Analysis Examples: How to Analyze Your Cash Flow Statement — Synario
Your Handy Pocket Guide to Forecasting Financial Statements — Synario
6 Common Methods Used in Financial Forecasting Models — Synario
Small Business Finance Resources
6 small business finance tips to build resilience in a challenging economy — Ramp
7 Signs Your Business Should Hire a Bookkeeping Service — FreshBooks
Struggling to Cope With Higher Costs? 4 Ways Outsourcing During Inflation Can Help — FreshBooks
HR Compliance Calendars
2022 Tax Deadline and Compliance Calendars — Gusto
The Small Business Owner’s (or Employer’s) February 2022 Compliance Calendar — Gusto
The Small Business Owner’s (or Employer’s) March 2022 Compliance Calendar — Gusto
April 2022: The Small Business Owner’s HR, Benefits, Payroll, and Tax Compliance Deadlines — Gusto
Human resources
recruiting & hiring
The Employer’s 2024 Guide to Hiring Employees in Texas — Gusto
5 Creative Ways to Hire Employees During the COVID-19 Era — SmallBizClub
Team management
Gig Worker vs. Independent Contractor: What’s the Difference? — Gusto
How to set up direct deposit for your employees: Your guide for 2022 — Ramp
What is Team Building? How to Build Stronger, Cohesive Teams in 2023 — Gusto
Employee Benefits
What are Employee Insurance Benefits? The Employer’s Guide to Employee Insurance — Gusto
The 15 Best Employee Benefits to Offer in 2023 — Gusto
How to Set Up a Small Business Employee Benefits Program in 2023 — Gusto
What Employers Should Know About 401(k) Hardship Withdrawals — Gusto
Company Culture
9 Crucial Questions about Company Culture to Add to Your Employee Surveys — Gusto
How to Effectively Measure Company Culture in Your Organization — Gusto
10 Real-Life Examples of Company Culture Statements to Inspire and Guide You — Gusto
How to Change Your Company Culture: The Complete 2023 Guide — Gusto
Employee engagement
12 Research-Backed Benefits of Employee Engagement for Small Businesses — Gusto
General business
Business Formation
Starting a Business With Student Loan Debt: Is It Possible? — FreshBooks
What is a Registered Agent and Do I Need One? — Gusto
Business growth
The Intentional Firm: 4 Ways to Grow an Accounting Practice You Love — FreshBooks
Accountants: Is Value-Base Pricing Better for You and Your Clients? — FreshBooks
5 Strategies to Build Climate Resilience for Florida Businesses — Gusto
employment & labor law
What is a Non-Compete Agreement? Do You Need One for Your Business? — Gusto
Crime Victim Leave Rights: What Employers Should Know in 2023 — Gusto
Prospecting
Every Financial Advisor Struggles — But How Do You Succeed? — Mainsail Capmarkets
Client Relationship Management
Is It Time for a Price Increase? Here’s How to Tell Your Clients — FreshBooks
Marketing
Should I Use TikTok for My Business? The Pros, Cons, and 3 Questions to Consider — Gusto
News & research
The U.S. Independent Workforce Increased by 34% Since 2020 — ValuePenguin News
68% of U.S. Employees Prefer Remote Work Over In-Person Work — ValuePenguin News
57% of Small Businesses Could Face Permanent Closure From Coronavirus Delta Surge — ValuePenguin News
Personal finance
Budgeting & saving money
The Ultimate Money-Saving Guide to Staycations — Personify Financial
6 Hit Songs About Money (And What Business Owners Can Learn From Them) — FreshBooks
Personal loans
How to Refinance a Personal Loan — LendingTree
What Is a Loan Origination Fee, and How Does It Work? — MagnifyMoney
APR vs. Interest Rate: Know the Real Cost of Your Loan — Personify Financial
Payday Loans vs. Personal Loans: Which one is Best for You? — Personify Financial
7 Alternatives to Personal Loans — LendingTree
Need a Career Development Loan? Start Your Search Here — MagnifyMoney
5 Common Reasons You Can't Get a Loan — Personify Financial
Debt & debt consolidation
How to Pay Off Credit Card Debt in 9 Ways — LendingTree
How Debt Consolidation Affects Your Credit Score — LendingTree
How to Pay Off Debt in Collections — MagnifyMoney
Credit
6 Surprising Things You Need to Know About Credit — Personify Financial
Financial planning
Retirement vs. Reinvestment: How Should Business Owners Plan for the Future? — SmallBizClub
How Emotions Can Influence Your Financial Decisions — City National Bank
Private Equity
Can you sell shares in a private company before an IPO? — Forge Global
Four things to consider before selling private stock — Forge Global
News & research
How Much You Need to Have a 6-Month Emergency Fund in the 100 Largest U.S. Cities — MagnifyMoney
48% of Americans Bought Cryptocurrency in the First Half of 2021 — ValuePenguin News
67% of Women are Investing Beyond Retirement Accounts — ValuePenguin News
3 in 4 Teens Lack Knowledge and Confidence in Personal Finance — ValuePenguin News