Optimize Your Ca$hflow Blog
Are your CPA and Bookkeeper Working Together?
As I’m writing this, we have just passed the October extension filing deadline for individual returns. How did you do last year? Did you have enough cash to cover your tax liability? Did you run into any other surprises? Because my focus for clients is cash flow...
Personal Income Targeting – How to determine what your business needs to pay you?
I have worked with many business owners over the years. Typically, by the time they come to me for advice, they've existed a while, and may not have even considered how much they need to make each year to maintain their personal lifestyle. To make matters worse,...
“Most business owners don’t take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve.” – Lori Mercaldi