Clear and Simple
CashFlow
Management

In this Economy “Cash is King”… We’ll Make Sure You Are Positioned Right.

Understanding when, where, and how your cash needs are being met is crucial to owning a successful business. If your cash-in exceeds your cash-out, life is good. When cash-out exceeds cash-in, however…

Our cash flow management services will help you conquer cash worry once and for all. We will help you identify your cash needs, with a solid understanding of when and how they will occur, as well as show you how to build good relationships with banks and creditors so that you have resources available to you when that crash crunch occurs.

Our cash management services will benefit you by…

  • helping you develop a cash flow projection. We can show you how to manage daily cash through short-term (weekly, monthly) cash flow projections, as well as how to develop the necessary capital to manage your long-term (annual, 3-5 year) needs.
  • developing historical cash flow projections so that you can see exactly where your cash has gone, learning where you can better utilize your cash for future action.
  • helping your business through the development of accelerated collection techniques.
  • tips for receiving the maximum rate of return on any idle cash.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (251) 633-4070 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Richard Lindsey’s Tax Planning Tips for 2022

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Gas Savings for Every Mobile Driver

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Your Mobile Rundown for Calling the IRS

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Contracting or Employee – How Mobile Job Seekers Decide

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Effects of Inflation: Plan for This, Mobile Investors

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When Mobile Taxpayers Discover Unclaimed Property

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Richard Lindsey’s Saving Tips – More Than Not Spending

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A Why Estate Planning Now Take by Lindsey & Waldo

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Tax Documentation Mobile Filers Should Keep and Why

Yes, it’s true, Mobile friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or the...

How Mobile Taxpayers Can Check Their Social Security Statement and Status

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Mobile families and small business owners (as well as plenty outside of our Mobile area), I'm hearing from many who are deeply struggling ... and who also find that...