Lisa Levy engages in a fun conversation with Julia LorenEstes about cash flow strategies and allocation. Julia shares her passion for helping business owners manage their finances and grow their businesses, inspired by her immigrant parents' experience pursuing the American Dream. Common financial myths and obstacles are discussed, along with the importance of accounting, taxes, and innovation in fractional CFO services.

Key Takeaways:

- Cash sitting idle does nothing for business growth 

- Understanding basic accounting principles is crucial for owners

- Future-facing accounting focuses on goals, not just history

- Innovation in fractional CFO services benefits small businesses

Lisa thanks Julia for the insightful conversation and valuable advice. Viewers are encouraged to contact Julia for help achieving their financial goals and dreams.

Julia's Socials/URL:

Website: profitandequity.com

LinkedIn: linkedin.com/in/julialorenEstes

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