Most Popular Operations Content
Types of information stored in an ECM system
04/20/2025
What types of information do financial institutions store in ECM systems?
Image usability analysis (IUA)
04/20/2025
What is image usability analysis (IUA)?
Does this LLC need a new EIN?
04/20/2025
I have an LLC with two members. One member has sold out to the other member. Does the LLC need to get a new EIN and account or can it keep the same EIN and account?
Closing a low-balance account
04/13/2025
If a customer requests to close an account with a balance under $100, would it be a best practice to issue a cashier's check, or could we just have the customer sign a closing ticket and note that they took cash?
Signature card and substitute W-9 info
04/13/2025
I have a single member LLC that is not a disregarded entity. I have an EIN letter that says single member. Should my signature card show Single Member LLC or LLC (LLC tax classification)?