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I Hope You Weren’t an April Fool This Tax Season!

I hope you weren’t an April Fool and were caught by surprise at how much you owed on your tax filing this year. Watch my video below for tips on how to be more proactive rather than reactive when it comes to Following the Money on your

Make Sure You Have Checks and Balances with Your Trusted Advisors.

You should be using “subject matter experts” that do not have a conflict of interest. Don’t be fooled by the convenience of “one-stop shopping” when it comes to your Trusted Advisors (aka subject matter experts). I like to have bookkeeping done in-house or by an “expert” Bookkeeper.  Consider

Dirty Little Secret – Optimizing Cash Flow

Optimizing cash flow is to know what your Cash on Hand Balance should be on a monthly basis. (This “key figure” comes from your Balance Sheet.) To demonstrate, if your Ending Cash On Hand Balance for February was $30,000 and your monthly payroll is $50,000, are you struggling

Dirty Little Secret of Cash Flow – Servicing Debt

Dirty Little Secret of Cash Flow Having multiple debts and high-interest loans is stressful and can be very hard to talk about—even with the ones you love and trust the most. But you cannot approach your debt from a dishonest place, concealing it from people who rely

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