Intelligence Brief

FinTech

How to Get EIN Verification Online Through an IRS Business Tax Account

A practical guide to the IRS EIN verification notice, who can download it, what it can show, and the current Business Tax Account limits.

FinTech

Small Business Cash Flow Forecast: A 30 Day Worksheet

A source-backed worksheet for connecting balance-sheet data, sales channels, expenses, and cash timing to a practical thirty day review.

Spirituality for Sale: How to Check a Commercial Promise Before Paying

A US consumer guide to claims, testimonials, credentials, contracts, refunds, and the boundary between spiritual practice and licensed care.

A Demo Is Not Proof: An AI Vendor Evidence Scorecard

A practical evidence scorecard for testing AI vendor claims, access, ownership, acceptance, and exit conditions before a US small business scales a purchase.

Healthcare

Appointment Reminders: The HIPAA Boundary a Small Medical Office Can Use

HHS guidance separates permitted appointment reminders from the privacy safeguards that shape their content and delivery.

Business Process Audit Checklist for Finding Costly Manual Work

A source-backed audit checklist for mapping inputs, steps, decisions, resources, waste, and measurable improvement actions.

Before You Automate SMS Follow Up: A Consent and Record Checklist

A technical checklist for defining scope, recording covered written consent, accepting revocation, suppressing outreach, and retaining do not call requests before SMS follow up is automated.

Website Accessibility Preflight for Small Businesses: Forms, Keyboard Paths, and Mobile Checks

A practical, source-backed review of website forms, keyboard navigation, labels, and cross-device accessibility for US small businesses.

AI Receptionist Cost for a Small Business: What to Compare Before You Buy

A source-backed framework for comparing an AI receptionist with human reception coverage without confusing list price, wages, scope, and operating risk.

AI Agent vs Chatbot: What Changes When Software Can Act

A practical guide to the difference between chatbots, workflows, and AI agents, including tool permissions, human approval, cost, latency, and a safer path to deployment.

Google AI Ad Disclosures: What Small Businesses Need to Know

Google is adding information about AI-created ad assets to My Ad Center. Here is what the feature does, what it does not prove, and how a small business can build a safer review workflow.