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Merchant Dash LLC · The preparation desk

A clearer plan for your next business decision.

Practical guides, useful examples and worksheets for equipment purchases, business records and funding requests. Read a guide. Build your notes. Choose your next step.

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New guides on Wednesdays · Original illustrations · Downloadable worksheets

Start with a practical guide

Preparation you can put to work

One connected journey

Choose the next step you need.

Preparation is optional. You can use the request form when you are ready; these guides do not determine eligibility.

Choose a request

Start with the business activity and review the request service.

Prepare the details

Build a private records index and identify what still needs checking.

Understand the next step

Keep received, submitted and reviewed statuses distinct.

Staffing invoice and factoring requests are unavailable in FL, GA and MO.

Explore guides for specific situations →

The editorial series

Real work. Useful topics.

Our weekly series follows the preparation behind everyday business decisions. Each guide pairs clear explanations with an example and a worksheet.

Editorial illustration of a planning desk with a notebook and organized folders.

Business preparation

Turn scattered notes into a clear business brief, with an organized record of what still needs checking.

Read a guide →
Editorial illustration of a small-business planning workspace with project materials.

Funding preparation

Describe the business activity, separate facts from assumptions and prepare useful supporting records.

Part of the upcoming weekly series

Editorial illustration of a workshop with equipment and a purchase folder.

Equipment planning

Bring the machine, seller quote, installation details and intended use into one purchase file.

Read a guide →
Editorial illustration of organized work schedules and invoice folders.

Invoice records

Connect invoices with the work behind them and keep disputed or incomplete records visible.

Part of the upcoming weekly series

Editorial illustration of a restaurant kitchen preparation station.

Restaurant operations

Plan kitchen purchases, inventory and operational changes around the work your restaurant needs to do.

Part of the upcoming weekly series

Editorial illustration of a hotel reception desk with a project clipboard.

Hospitality projects

Organize property projects, vendor details and guest-facing operational needs.

Part of the upcoming weekly series

Editorial illustration of an automotive workshop with tools and a planning clipboard.

Repair shop planning

Document workshop equipment, service needs and the practical details of a repair-shop project.

Part of the upcoming weekly series