Our Editorial Process
How we research, write, and maintain the guides, reviews, and resources on CoBanker.
Our Editorial Standards
Every piece of content on CoBanker goes through the same process: research, expert sourcing, writing, editing, and fact-checking. There are no shortcuts for any content type, whether it's a software roundup or a guide for first-time business owners.
Our editorial team includes writers with direct experience in the industries they cover. Our HR writer has worked as an HR generalist and recruitment coordinator. Our senior business writer has been published in Entrepreneur, TechCrunch, and CNN Underscored. When we assign a topic, the person writing it has professional background in that space.
This page explains how we create content, how we source expert input, how we handle affiliate relationships, and what to do if you spot an error.
How We Create Content
Every article on CoBanker follows a four-step process. The goal is the same every time: give readers enough information to make a confident decision.
Step 1:
Research and Expert Sourcing
Every article starts with thorough research. For guides and how-tos, we dig into government sources, industry reports, and published data to make sure we're covering the topic accurately and completely. For product content, we map the competitive landscape and compare pricing, features, and real user feedback. Across all content types, we interview business owners and industry professionals to bring firsthand perspective to every piece we publish.
Step 2:
Hands-On Experience
For software reviews and comparisons, we sign up for free trials and demo accounts whenever available. We test core features, walk through onboarding, and evaluate usability from the perspective of a small business owner without a dedicated IT team. For guides and how-tos, our writers draw on their own professional experience in the subject area to provide practical, tested advice rather than repackaged search results.
Step 3:
Write and Edit
Each article is written by a team member with relevant industry experience, incorporating insights from expert interviews and primary sources. Before publishing, content is reviewed for accuracy, clarity, and completeness. We verify claims, confirm that pricing and statistics are current, and make sure the information is useful to someone making a real business decision.
Step 4:
Publish and Maintain
Publishing isn't the end of the process. We monitor for changes: new regulations, updated pricing, evolving best practices, and reader feedback. Articles are reviewed and updated on a regular basis. Every article displays a "last updated" date so readers know how current the information is. If something changes significantly, we rewrite the relevant sections rather than just adding a disclaimer.
Editorial Independence
CoBanker may earn revenue through affiliate partnerships. When you click a link on our site and sign up for a product, we may receive a commission from that company. These partnerships help fund our editorial operations.
Affiliate relationships do not influence our editorial decisions. Our writers and editors independently choose which products to review, how to rank them, and what to recommend. Products are evaluated on features, pricing, usability, and fit for small businesses. A product with no affiliate program still appears in our roundups if it deserves to be there. A product with a generous commission gets cut if it doesn't hold up.
Editorial and business operations are kept separate. Writers evaluate products based on their merits, not on commercial relationships. This separation is built into how we operate, not just a policy we publish.
Fact-Checking and Accuracy
Every article is reviewed for factual accuracy before publication. Editors check pricing against official product pages, verify feature claims against product documentation, and confirm that statistics cite their original source.
We do not publish unverified claims. If we cannot confirm a statistic, feature, or pricing detail from an official or otherwise credible source, we leave it out. We would rather publish less information than publish incorrect information.
Sources we use include official product websites, published pricing pages, SEC filings, government databases (SBA, BLS, IRS), industry reports from established research firms, and interviews with subject matter experts.
Updates and Corrections
Software changes constantly. Prices go up, features get added or removed, and companies get acquired. We review and update our published content regularly to keep it current. Every article displays a "last updated" date so readers know how recent the information is.
If you find an error in any CoBanker article, whether it's an incorrect price, an outdated feature description, or a factual mistake, we want to know. Email us at info@cobanker.com with the article URL and a description of the issue. We review correction requests promptly and update articles as needed.