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Cash Flow Management Should Be Easy
Harness the Power of Simplicity: Optimize Your Cash Flow!
Unlocking the power of cash flow management can be simple. At Ebb and Cash Flow, we've crafted a comprehensive approach that adapts to your unique needs and business goals.
Starting your journey to financial success with us is flexible. You can begin by enrolling in our PALM Pricing Method course to see if it suits your needs and preferences. Alternatively, you can schedule a free consultation call with us if you'd like a more personalized approach.
During the call, we'll discuss your current financial situation and business goals, helping you decide the best way forward. Whether you opt for the course or a chat with us, we're here to support your financial growth and help you succeed.
We offer three distinct pathways to help you achieve your financial goals:
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PALM Pricing Course: Enroll in our PALM Pricing Method course and master pricing strategies for profitability. Remember, if you don't start with profitable pricing, it doesn't matter how many services you sell – pricing is the cornerstone of your financial success. $297.00
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PALM Cash Flow System: Let's craft a tailored cash flow management system for your business based on the nine critical elements outlined in the PALM Cash Flow system. Collaborate with us to create your unique approach. Through our one-on-one sessions, we'll develop a fully customized Cash Flow System designed specifically for your business needs. This comprehensive template aligns with the nine essential elements of the PALM Cash Flow system, covering aspects such as mindset, financial foundations, pricing, packaging, accounts receivable and accounts payable, budgeting, cash allocations, forecasting, and tax strategies. By the end of our sessions, you'll be equipped with everything necessary to implement a robust and effective cash flow management system tailored to your business. *Starting at $3000.00
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Cash Flow Management or Consulting: The Cash Flow Management & Consulting system encompasses the nine components of our PALM Cash Flow system, serving as the foundation for effective cash flow management, and includes additional ongoing support with one of our trusted cash flow advisors. The Management service includes bookkeeping, while the Consulting service allows you to keep your current bookkeeper. Starting at $350.00 to $500.00/mo
No matter which path you choose, you'll depart equipped with the tools and knowledge to take control of your cash flow, enhance profitability, and secure the financial success of your business.
Empower Your Finances
Connection Call
Getting to Know Each Other
Schedule a complimentary call to kickstart the process. This brief 30-minute conversation allows us to explore your business and evaluate your current status and goals. We can swiftly assess if my customized system aligns with your objectives through a few targeted questions.
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I prioritize building relationships, and whether you opt to move forward or not, I'm dedicated to delivering valuable tips, tricks, and insights. You'll leave with new knowledge and perspectives.
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I will either suggest beginning with the pricing course, or if we choose to move forward with one-on-one services, we'll arrange our PALM Cash Flow system call during this appointment. You can be confident that you're on the path to co-create a customized system that perfectly aligns with your unique business needs.
Introducing the PALM Cash Flow system
Welcome to our central approach, the PALM Cash Flow system. It's like a clear, step-by-step path to make financial success easier. It includes nine essential components: starting with a positive money mindset, solid financial base, pricing, packaging, accounts receivable and accounts payable, budgeting, managing cash flow, forecasting, and tax planning. With the PALM Cash Flow system, you'll get simple strategies and personal support all along the way. It's a complete approach that helps you improve your money flow, increase profits, and secure your business's financial future while keeping a positive and growth-focused mindset.
Build a Cash Flow Management System
During our one-on-one sessions, my primary goal is to create a personalized Cash Flow Management System for you, covering all nine crucial aspects outlined in the PALM Cash Flow system. We'll start by addressing the areas of your finances where you need the most support. We'll focus on what matters most to you, whether it's mindset, financial foundations, pricing, packaging, accounts receivable and accounts payable, budgeting, cash allocations, forecasting, or tax strategies. Once we've tackled your priority areas, we'll cover everything else, ensuring a well-rounded approach to improving your financial situation.
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With a comprehensive understanding of your situation, I'll design a custom cash flow plan tailored to your specific needs and aligned with each PALM Cash Flow system aspect. This plan will address immediate concerns and provide long-term strategies for sustainable financial management. Throughout our session, I'll recommend tools and resources best suited to your business, ensuring practical implementation of the Cash Flow System across all nine dimensions.
Starting at *$3000.00
*Payment Options Available
PALM
Cash Flow
Cash Flow Management & Consulting
Cash Flow Management or Consulting
At Ebb and Cash Flow, our Cash Flow Management service is our top-tier offering, providing comprehensive support in setting up the PALM Cash Flow system and ongoing management of your finances, including bookkeeping services. This service includes monthly meetings with our experienced advisor to ensure your financial success. With our expert guidance, you'll receive personalized support to effectively manage your money and make informed decisions for your business's growth.
Starting at $500.00/mo
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On the other hand, our Cash Flow Consulting service offers high-level guidance and support tailored to your specific needs. With monthly meetings, our experienced advisor provides strategic advice and insights to help you navigate challenges and seize opportunities, excluding bookkeeping services. This partnership is designed to support you in making informed decisions and taking steps toward financial success, with a shared commitment to responsibility and growth.
Starting at $350.00/mo
Quickbooks Cleanup and Maintenance
Quickbooks Cleanup: Do you require QuickBooks updates and cleanup? No worries! As part of our Cash Flow Management or Consulting service, we'll handle QuickBooks cleanup for you.
Starting at $250.00 per month of cleanup
Bookkeeping Services: Elevate your financial management with our personalized bookkeeping services tailored to your needs. Past coaching clients can seamlessly transition to our bookkeeping service once their cash flow system is implemented. We offer quarterly and monthly updates to keep your records accurate and organized without additional coaching. Currently only accepting QuickBooks clients.
Starting at $250.00/mo or $600/qtr
A-la-Carte
Services
Grow Your Vision
Effective cash flow management is essential for scaling and growing your business. By understanding and implementing a robust cash flow system, you can leverage your resources to reach a wider audience, increase profitability, and create a lasting impact. Whether expanding geographically, diversifying your offerings, or optimizing operations, managing cash flow is crucial in unlocking your business's full potential and turning your vision into a reality. It provides financial stability, enables informed decision-making, and paves the way for successful scaling and growth.