FINANCIAL CONTROL

Achieve financial well being.

FINANCIAL CONTROL

Achieve financial well being.

CASH FLOW MANAGEMENT

The cash flow management process is essential to the ongoing success of a business. It of course starts with budgets in varied areas such as Operational, Marketing and Departmental. In order to properly adjust cash flow, you must be able to identify and prioritize these areas. You should know where and when funds should be spent, and always be aware of where funds are going to determine the best ROI.

It is also important to understand, when a change has to be made where should funds be allocated from. When is a line of credit appropriate? When is a loan appropriate? What type of loan? Without proper cash flow management, a business can suffer. Most companies are operating in a negative cash flow space, as their outgoing funds far exceed the income generated by the business.

We work with our clients to establish a positive cash flow management system that allows them the comfort of being able to handle emergencies and to get through the challenging economic seasons of business.

You can get off the ride with a simple call to IFBCS!
You can get off the ride with a simple call to IFBCS!

LIVING BALANCE SHEET

The Living Balance Sheet system is one of the greatest innovative tools available today. It provides an in depth, real time complete picture of where you are personally and in your business. When you have worked within the LBS system you will know how you are trending related to cash flow, areas of protection, liabilities and possible exposure.

It provide a great picture of your future within the planning set forth. You can utilize it to determine real time measurable outcomes of the plan and/or strategies implemented.

The Living Balance Sheet system is one of the greatest innovative tools available today. It provide you with an in depth, real time complete picture of where you are personally and in your business. When you have worked within the LBS system you will know how you are trending related to cash flow, areas of protection, liabilities and possible exposure.

It provide a great picture of your future within the planning set forth. You can utilize it to determine real time measurable outcomes of the plan and/or strategies implemented.

Do you desire financial balance?

SETTLEMENT PLANNING

The rate most people go through financial settlement funds trends just about one year, based on our observations; and the size of the settlement doesn’t seem to matter. For those that have never handled large amounts of money, find themselves in an excited, yet precarious situation. They tend to immediately spend, without proper planning in place to protect their funds for a secure future.

 

Planning is key; however most people don’t consider going from WINNING to an ADVISER. Generally this causes WASTE and you end up with a large amount of depreciating assets that cannot be sold for nearly the value of the original purchase.  We help you to eliminate the waste factor, and assist you to have your settlement last a lifetime.

 

Financial Review

To begin establishing financial control, it begins with a financial review. Your review will cover past trends over 3-5 years of financial reports  as well as corporate and personal tax returns.

From this information we can advise how you may be able to reallocate, diversify, and/or realign as applicable, to provide for a stable and healthy financial future.

Offers in Compromise

So many clients of Advisers experience the drag of the tax burden or tax arrangement they have with the IRS. Sometimes they need to make tax arrangements each year with the IRS. One of the reasons we are against these arrangements, is that like it or not, you have effectively made the IRS a part owner of your business. 

We have found that with this accepted option, penalties and interest are removed, and most often relieves this business headache and allows the client to proceed with growing their company.