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Connect Your AI - 60-second Setup Holdings MCP
Connect Claude, ChatGPT, Cursor, Zed, or Windsurf to Holdings via MCP. Sign up (free), generate a key, paste the config. First invoice in 60 seconds.
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Holdings Product Tour: Banking, Accounting, Invoicing & Tools
Four short walkthroughs - homepage, invoicing, accounting, and the 55 free tools - narrated by Hayley from the Holdings product team. About 6 minutes end to end.
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What Is a W-9 and How to Fill One Out (2026)
A plain-English guide to IRS Form W-9: what it is, why you're being asked for one, and a line-by-line walkthrough of how to fill it out correctly - plus how businesses should collect and store W-9s from contractors.
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Who Gets a 1099? The Complete Decision Guide
A clear decision guide for which vendors and contractors need a 1099-NEC: the $600 threshold, the corporation and credit-card exceptions, and a copy-ready flowchart so you can decide each payee in seconds.
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Design Your Life and Work: A Business Owner's Framework
Most owners build a business that quietly takes over their life. This is the opposite approach: start from the life you want, then design the business - time, money, energy, and the systems that protect all three.
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Home Office vs Coworking: How to Choose Where to Work
Where you work affects your costs, your taxes, your focus, and your growth. Here's a real cost breakdown of home office vs coworking vs renting an office - plus a decision framework and the deduction angle on each.
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How to Interview Employees and Contractors: A Guide
Most small business owners interview on gut feel and regret it. Here's a structured framework: the questions that predict performance, the red flags to watch, and how interviewing a contractor differs from hiring an employee.
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What to Wear Working From Home: A Guide
A context-based guide to work from home outfits - what to wear for focused solo work, client video calls, and high-stakes pitches - so your clothes support your focus and your credibility.
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Best Zoom Backgrounds & What They Say
A guide to choosing the best Zoom background for the impression you want to make, plus the video-call setup - lighting, camera, audio - that matters far more than the wallpaper behind you.
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How to Run a Home Business: Complete Guide
The umbrella guide to running a home business well - the four levers of systems, space, money, and time - with a checklist and links to the deeper playbooks for each.
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West Jordan
United States
HQ
8543 S Redwood Rd, West Jordan, UT, 84088, US
San Francisco
United States
Regional office
Holdings Financial Technologies Inc.
2261 Market Street #5149, San Francisco, CA 94114
