Cash Flow Tracker for Wholesaler Planning

Cash Flow Tracker for Wholesaler Planning

The income statement measures sales, expenses and profit (or loss).  The balance sheet measures assets, liabilities and equity.  The Cash Flow Statement measures cash. Or at least it’s supposed to. One of the challenges with the Cash Flow Statement is that it...
Wholesaler Cash Flow Planning Process

Wholesaler Cash Flow Planning Process

“A smooth sea never made a skillful sailor.” — Franklin D. Roosevelt The seas are rough these days. And while we hope for smooth sailing to return soon, now is the time to work on your wholesaler financial skills. One important skill to learn during these rough seas...
Wholesaler Year-end Tax Planning

Wholesaler Year-end Tax Planning

Year-end means it’s tax planning season. Time to sit with your CPA or tax professional and plan your tax strategy so that you don’t overpay in taxes this year. Taxes can be complicated, but for one simple idea, check out the short video below with one tax...