Welcome to the Client Resources Page

Set Up Your System For Incoming Cash Flow
These sessions will fast track your setup to the system that everyone is raving about.

Intro

An introduction to what cash flow allocation is and how to use it.
Percentages

Learn the differences between current allocated percentages, target allocated percentages and what the percentages you’re currently operating from.
Habits & Routines

Put it all into action with clear, simple steps and easy to-take actions. Make the big decisions once every few months and then simply implement.

Session Resources

Cash Flow Accounts & Overview

Research and open recommended Profit First accounts *make sure there are no fees and no minimum balances.

Income - checking account
Business Operating Exp - checking account
Owner’s Compensation Buffer - savings account
High-Yield Internet Savings Accounts
Tax Holding
Profit Holding

Link all business accounts.
Income (Checking), Operating Expenses (Checking), Owner’s Compensation (Savings)

Vox me when done! :)

Profit First Calculator uploaded to your Google Drive
Profit First CAPS uploaded to your Google Drive
Tax Professionals
Contact info is here if you ever want to discuss anything tax related.
Casey Murdock WealthGuard Tax Specialist
The Tax Advantage, LLC provides accounting and income tax services for businesses and individuals located in Indianapolis, Indiana
YNAB Podcast Episode 69: Managing Your Life's Single Biggest Expense
Decide what day/schedule you will use for paying your allocations.

Set your calendar reminders - Make it a fun ringtone Cha-Ching$ and a dance party.
You’ve got a great jump-start here with a cash flow allocation and a calculator custom designed for you. For the next 14 days, you can apply your initial investment towards Profit & Flow.Email me me to make it happen.