A cash flow strategist is someone who comes alongside you to help you get your finances and spending in alignment with your goals. A financial coach doesn’t tell you what your goals should be but instead helps you define your goals, create a plan to reach them while keeping you accountable along the way. — Strategies for managing cash flow include invoicing customers in a timely fashion, offloading inventory that doesn’t sell well and closely monitoring…

Whether you’re looking to create a personal budget spreadsheet or just get a better grasp on money management, start with these six steps. Even if you don’t use a budget spreadsheet, you probably need some way of determining where your money is going each month. Creating a budget with a template can help you feel more in control of your finances and let you save money for your goals. The trick is to figure out…

As trusted advisors, accountants and bookkeepers, we are in a good position to advise small businesses when they are facing cash-flow issues. Below, I describe 10 strategies to help improve a company’s cash position. Not all of these strategies make sense for all businesses. However, some combination of these can be employed by any business. In the long-term, free cash-flow, equity and debt financing are the best sources of working capital. However, these options may…

We can help people of all income levels. The highest impact is made to clients who make 150,000+ a year. There are incremental changes that people of any income level can make to have an impact. Best value you of our programs you should make