Cartwright & Co.

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be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We also prepare historical cash flow statements to help you gain an understanding about where all the money went. Creating an accurate cash flow projection is just one of the many cash management services we provide. You also get.

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help. With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest. Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met. Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas... Reviewing and paying household bills, budgeting, and record keeping. Assistance with check writing and checkbook balancing. Making sure money is received, receipted, and deposited. Offering second opinions regarding household issues and unexpected situations. Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses. Planning retirement account distributions and safeguard against improper disbursements.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters. If you have any questions about this policy, please do not hesitate to contact us.

Keeping a diary or log book--and recording your business-related activities at or close to the time the expense is incurred--is one of the best ways to document your business expenses.

Include salaries, utilities, office supplies, loan payments, taxes, legal services and insurance premiums, and don't forget to include your normal living expenses. Your business must not only meet its own needs, but make sure it meets yours as well.

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