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Cash Flow Strategist

Cash Flow Strategist


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Cash Flow Strategy: Do you know where your money is? Do you have a plan? Will your business survive? You use your expertise on growing your business, not in bookkeeping. I can partner with you to help you understand your bookkeeping reports and strategize with you to ensure you optimize your bottom line. We've got your number$, do you?

On-Demand Episodes

We take a look today at some of the top concerns of small businesss owners and offer some tps to go beyond them. What are your top concerns in your business? Government regulations, customers or clients, sales, cash flow, lack of a job,... more

This is the last weekend to process and mail those 1099s. We discuss some of the changes in the reporting requirements and the increased penalty for each 1099 you do not file. What is a 1099K and how will that affect you? If you... more

While reviewing my clients progress last year and in talks and workshops I have attended recently, I have noticed a common thread - Why are you in Business? Who are you really serving? Is your Why the deep down reason and... more

Let's start the new year right and be ready for all due dates with property documentation. The Personal Tax Date was extended two days but corporate taxes are still due March 15th. We discuss what types of documentation... more

There is very little time left for Cash Flow Strategy, Financial Planning and Tax Strategy Planning for this year which is about to end, but there may still be a few things you can do personally and for your business. We discuss a few of those... more

What is Accounts Payable? Why should you post entries to Accounts Payable? What do you do with it at the end of the month? Why should you reconcile this account? Are there other liability accounts you should also reconcile? What... more

As you are preparing for year-end financial activities, be sure you have classified employees and independent contractors appropriately. We discuss how to know the difference between them so if necessary, you are able to reclassify and... more

As the year is coming to a close, there is still time to make strategic changes in your tax and financial planning. We talk about a few of the higher penalty items (not including interest) to help you become aware of them and not make those... more

You have all heard that time is money. Are you balancing your time and your money? This would include work/business, home/family, spiritual and ME time. With the coming holidays, how will you manage your time? We discuss some of... more
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