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Banking

Navigate business banking, accounts, and financial services effectively

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Colorado's Psilocybin Healing Centers Just Watched Cannabis Get a Tax Break They Didn't
·mike

Colorado's Psilocybin Healing Centers Just Watched Cannabis Get a Tax Break They Didn't

Cannabis got Section 280E relief when medical marijuana moved to Schedule III in April 2026, but Colorado's 34 licensed psilocybin healing centers are still fully subject to it. Here is how 280E limits deductions to COGS, why facilitator session labor is the contested cost category, and how to structure a chart of accounts, deferred revenue, and cash controls for a Schedule I business.

tax-compliance
cost-of-goods-sold
bookkeeping
Your Next Business Loan Might Get Approved by an AI Agent — Here's What That Actually Means
·mike

Your Next Business Loan Might Get Approved by an AI Agent — Here's What That Actually Means

ConnectOne Bank cut policy lookups from 20 minutes to 30 seconds and grew banker adoption 41% in 10 weeks after deploying AI agents built on nCino's platform across commercial lending. Here's what agentic underwriting means for small-business borrowers — why DSCR math, standard-format financial statements, and clean, auditable books now decide whether approval takes days or weeks.

ai
banking
fintech
Why Small Business Loans Get Denied: Approval Rates, Lender Odds, and Fixes From the Fed's 2025 Credit Survey
·mike

Why Small Business Loans Get Denied: Approval Rates, Lender Odds, and Fixes From the Fed's 2025 Credit Survey

The Federal Reserve's 2025 Small Business Credit Survey found only 42% of applicants received full funding and 22% received nothing. Full-approval rates ranged from 57% at small banks to a 46% denial rate at large banks, and the top denial reasons — credit score (45%), collateral (36%), cash flow (33%) — are largely visible in a business's own books before applying.

small-business
loans
financing
Federal Regulators Tell Banks to Scrutinize Loans Tied to Work Authorization: A Guide for Immigrant-Owned Businesses
·mike

Federal Regulators Tell Banks to Scrutinize Loans Tied to Work Authorization: A Guide for Immigrant-Owned Businesses

On July 13, 2026, the FDIC, OCC, and NCUA directed banks to tighten underwriting on loans to borrowers without U.S. work authorization, following a June CFPB statement reversing 2023 fair-lending guidance. Here's what the guidance says, how it affects immigrant entrepreneurs and their employers, and five concrete steps to keep financing accessible.

banking
immigration
small-business
NCUA Preempts State Interchange-Fee Laws: What the Credit Union Rule Means for Your Business
·mike

NCUA Preempts State Interchange-Fee Laws: What the Credit Union Rule Means for Your Business

On June 30, 2026, the NCUA issued an interim final rule declaring that federal law preempts state laws — like Illinois's Interchange Fee Prohibition Act — that bar interchange fees on the sales-tax and tip portions of card transactions for federal credit unions. Here is what the rule says, why the litigation is far from over, and how small businesses should track card-processing costs while the rules stay unsettled.

payments
banking
small-business
Ramp's $44 Billion Valuation: What the Corporate-Card Land Grab Means for Small Business Fees
·mike

Ramp's $44 Billion Valuation: What the Corporate-Card Land Grab Means for Small Business Fees

Ramp raised $750 million at a $44 billion valuation in June 2026 — nearly triple its worth a year earlier — while Capital One closed its $5.15 billion Brex acquisition. Here's how interchange-funded 'free' corporate cards turn into platform fees, what to check before renewal, and why the spend-management arms race is a pricing signal for small businesses.

fintech
small-business
expense-management
The 7(a) Program Risk Oversight Act: What SBA Lender Transparency Means for Borrowers
·mike

The 7(a) Program Risk Oversight Act: What SBA Lender Transparency Means for Borrowers

The 7(a) Program Risk Oversight Act would require the SBA to publish loan performance data by loan size, seasoning, borrower age, and lender type — and post it publicly within seven days of reporting to Congress. Here's what lender-level risk data means for the 70,000+ businesses borrowing $31 billion a year through the program, and how to keep your records audit-ready.

sba
sba-loans
small-business-loans
Axos Financial Buys Arc Technologies: What the Deal Signals for Small Business Banking
·mike

Axos Financial Buys Arc Technologies: What the Deal Signals for Small Business Banking

Axos Financial is acquiring Arc Technologies, the AI-native cash management platform, in a deal closing July 2026. With large banks approving only 13–15% of small business loans and fintech lenders now originating 32% of them, the acquisition shows why clean, real-time books are becoming your credit application.

fintech
banking
business-banking
CFPB Regulation B Overhaul: What the End of Disparate-Impact Liability Means for Your Small Business's Credit Decisions
·mike

CFPB Regulation B Overhaul: What the End of Disparate-Impact Liability Means for Your Small Business's Credit Decisions

The CFPB's final Regulation B rule takes effect July 21, 2026, removing disparate-impact liability from ECOA, narrowing the discouragement standard, and adding participant-level documentation requirements for for-profit special-purpose credit programs — a practical guide for small-business borrowers and lenders.

small-business
compliance
credit
The Community Bank Leverage Ratio Just Dropped to 8%: What It Means for Small Business Credit
·mike

The Community Bank Leverage Ratio Just Dropped to 8%: What It Means for Small Business Credit

On July 1, 2026, the FDIC, Federal Reserve, and OCC lowered the Community Bank Leverage Ratio from 9% to 8%, making roughly 477 more banks eligible for the simplified capital framework and freeing lending capacity at institutions under $10 billion in assets. Here is what the change means for small business borrowers — and how to keep your books loan-ready.

banking
small-business
small-business-loans
Debanking in 2026: What the End of 'Reputational Risk' Means for Your Business Bank Account
·mike

Debanking in 2026: What the End of 'Reputational Risk' Means for Your Business Bank Account

Federal regulators eliminated "reputational risk" from bank supervision in 2026 — a joint OCC-FDIC rule effective June 9, an SBA lender audit, FTC warnings to payment processors, and new state disclosure laws now limit when banks can close accounts. Here's who remains exposed and what to do if your business account is frozen or terminated.

banking
business-banking
small-business
Illinois Banned Swipe Fees on Sales Tax and Tips — So Why Are You Still Paying Them?
·mike

Illinois Banned Swipe Fees on Sales Tax and Tips — So Why Are You Still Paying Them?

Illinois's Interchange Fee Prohibition Act was supposed to stop banks from charging swipe fees on sales tax and tips, but after two effective-date delays to July 1, 2027, an OCC preemption rule, and a June 2026 permanent injunction covering national banks and card networks, merchants are still paying. Here's where the law stands and what it means for your processing costs.

payments
sales-tax
banking
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