“Being able to forecast where our business will be in a month or 3 months is crucial as we are a small business. Brad's newsletters surrounding cash flow are really helpful on what to focus on, how to approach budgeting, and ultimately increase cash flow for our business. Highly recommend Brad's work and approach to cash management. So if you are a small business who can't afford a full time employee, this is an absolute STEAL in my opinion that he's offering up time each week and calls to help you be successful! ”

“I handle bookkeeping for a few businesses and sometimes want to bounce ideas and questions off of someone else to verify my thought process. Brad has been a great resource to do just that. This small monthly cost can help save you thousands or millions in the long run! ”

“Brad has been a solid resource for me and my team. Our team is fairly small and many wear multiple hats in the office. Their background may not be accounting, but they help in that capacity. We started working with Brad earlier in 2024 on how to build our team the right way and then how he would approach two areas of our company which were receivables and payables. He's been an amazing asset to our business and helped my team focus in the right areas. ”

“Our team was struggling to manage the Receivables process effectively. We got in touch with Brad to see how he approaches credit and collections. The proactive and consistent approach he proposed has helped our business collect money faster and reduce past dues by almost 50% so far in 2024.”

“Brad's newsletters have been a game changer for our company. His knowledge surrounding cash and how to better manage the forecasting process truly helped our business this year. Highly recommend taking advantage of these one on one sessions if you want an outside perspective that's going to work! ”

“When we were having issues with forecasting cash accurately I had been following Brad's newsletter and socials closely. We reached out to him with a few questions and he was able to assist us right away and recommended a few adjustments that have been very helpful. If you work in cash forecasting, planning, etc. I'd highly consider joining this Premium subscription to chat with him each month! ”