Virtual CFO

Cash Flow & Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Your Adding Advantage can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. I can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balanced plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With my help and guidance, you will always be on top of your finances and ready for the future.

Year End

Year End can be a busy time with a serious "to do" list. Let your expert at Your Adding Advantage lighten your load. I have years of experience with the deadlines and prioritizing of tasks so that everything is completed accurately and on time. I will work with you to review your year-end reports, providing you with the tools to analyze what worked, what didn’t work and what deserves a closer look. I will assist with recommendations on alternate strategies and tools to consider in the coming year.

Your Adding Advantage will also work closely with your tax preparer, providing them with the information they need in the format they need. My experience in tax preparation makes me uniquely qualified to assist in this process.