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!

The New U.S. Congress: What’s Ahead for Mobile Taxpayers

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Mobile taxpayer. Sometimes, you’re the...

Richard Lindsey’s Thoughts on Finding Joy In Life

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

When Disaster Strikes Mobile Taxpayers: Casualty Loss Deduction

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Mobile clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the "good" news is...

A Tax Documentation Backup How-to for Mobile Filers

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Mobile Borrowers Be Wary of These Student Loan Forgiveness Scams

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Mobile people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS achieved one of its...

A Tricky Tax Credit for Mobile Electric Vehicle Owners

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Mobile clients this past year, we reviewed returns prepared via software and/or other...

Your Mobile Side Hustle & the IRS Crackdown

Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...

How Mobile Taxpayers Can Navigate Retirement Contribution Limits

One of the things that my team and I prioritize here at Lindsey & Waldo is keeping the lines of communication open with our Mobile clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as they process and...

Richard Lindsey’s Guide to Senior Discounts

The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at Lindsey & Waldo send our thoughts and...

Lindsey & Waldo’s guide to Avoiding an IRS Scammer

Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...