The Balance Small Business Review Process

At The Balance SMB, we are dedicated to giving you unbiased, comprehensive reviews of products and services that affect your business.

Why You Should Trust Us

Our reviews are always impartial. No one can influence which products and services we review, the way we present them to you, or the ratings they receive. The data we collect and our editorial expertise determine the list of products you see in our round-ups and the reviews you read—that’s it.

When we review a product—whether that’s an e-commerce platform, small business or check writing software, or a mobile app—you’re the first thing on our minds: Does it make your life better? How much will it cost you? Is it easy to understand? The answers to these questions drive our recommendations.

Our opinions are our own. What we say about a particular product or service is not reviewed or approved by any partner we work with. To put it simply, we recommend products we would use ourselves or tell a friend or family member about.

The Balance SMB does not provide individual or customized legal, tax, accounting, or investment services. Since each individual's situation is unique, a qualified professional should be consulted before making financial decisions.

Advertiser Disclosure

We do receive compensation from partner links in our content, but this compensation never affects our recommendations, the products we review, or where products appear in our reviews. Keep in mind we are unable to consider every possible product available to you. While we work hard to review a thorough sampling of products on the market and make recommendations regardless of any advertising relationships, we’re human, and we can’t cover everything.

Our Team

The Balance’s SMB expert writers all have extensive writing and professional experience in their fields. Here are a few of our writers and editors:


Associate Editorial Director

Dock is a former licensed investment advisor and member of the FINRA Small Firm Advisory Board. He has been featured by industry-leading outlets such as CNBC, Fox Business, Bloomberg, and MarketWatch. Dock is passionate about educating and coaching companies and entrepreneurs about finance topics so they can make informed decisions and increase the success of their business.



After more than a decade in social services, Jana has spent the past seven years working in personal finance as a writer and editor. Her work has been featured on sites like Frugal Rules, DollarSprout, the Penny Hoarder, and others. She also served as the director of grants and programs for the Plutus Foundation, a nonprofit dedicated to personal finance education, and is an advocate for victims and survivors of financial abuse.


Small Business Expert

Michael Kurko has worked with brands including Software Advice, Fit Small Business, and Fast Capital 360. He has helped numerous startups and small businesses establish their brand identity, improve their online presence, and successfully market to new and existing customers. He is an expert in small business marketing and technology.


Small Business Expert

Formerly a retail and eCommerce expert for Rebecca Minkoff, Emily now uses her expertise in small business marketing, technology, and entrepreneurship to create content for small businesses and consultants.

Emily has written for leading brands, including Fit Small Business, ShopKeep, Octoly, and Carla Isabel Career Coaching. Her writing has helped thousands of small business owners better understand complex topics, like loans and software.

Our Mission

It’s simple: We’re here to help you make smart financial decisions when it comes to your business. There are so many options to consider when signing up for project management or time tracking software or electing a health insurance company for your employees, and we want you to feel confident when you make those choices.

Our Process

We’re obsessed with staying on top of the latest developments in the small business sector and keeping you up to speed on them, too. When we’re deciding what to review or rounding up the best offers out there, we rigorously research the market, what everyday people, entrepreneurs, and businesses are looking for, and what makes an outstanding product or service.

We spend days—sometimes months—collecting all this information. Then, using that data and our expertise, we set clear, consistent evaluation criteria for each product and service we review.

But once we publish an article, we don’t forget about it. Our team is relentless when it comes to keeping our recommendations fresh, accurate, and helpful. Even so, we encourage you to carefully read the fine print before buying or applying for any product or service.

Yes, making the right financial decision for your business often takes hours of diligent research. But we love doing it, which means you don’t have to.