Episode Notes:“Any business, whether it's startup, tech, any business across the board, should really have a strategy of diversification of the funds that they don't particularly need on a 90-day basis to a six-month basis. If they've got that cash flow, let's start to diversify the rest of those funds.” –Paul RheaThe finer details of this episode:<ul><li>Risk vs. Reward: Diversifying funds for optimal returns</li><li>Exploring strategies for diversifying excess cash</li><li>Bank protection strategies for business owners</li><li>Bank security and diversification strategies</li></ul>  Episode resources:<ul><li>Summit CPA website –<a href='http://www.summitcpa.net/'> summitcpa.net</a></li><li>Email us with questions – <a href='mailto:cpa@summitcpa.net'>cpa@summitcpa.net</a></li></ul>

Episode Notes: “Any business, whether it's startup, tech, any business across the board, should really have a strategy of diversification of the funds that they don't particularly need on a 90-day basis to a six-month basis. If they've got that cash flow, let's start to diversify the rest of those funds.” –Paul Rhea The finer details of this episode:Risk vs. Reward: Diversifying funds for optimal returnsExploring strategies for diversifying excess cashBank protection strategies for business ownersBank security and diversification strategies Episode resources:Summit CPA website – summitcpa.netEmail us with questions – cpa@summitcpa.net

&nbsp;Episode Notes:“Any business, whether it's startup, tech, any business across the board, should really have a strategy of diversification of the funds that they don't particularly need on a 90-day basis to a six-month basis. If they've got that cash flow, let's start to diversify the rest of those funds.” –Paul RheaThe finer details of this episode:<ul><li>Risk vs. Reward: Diversifying funds for optimal returns</li><li>Exploring strategies for diversifying excess cash</li><li>Bank protection strategies for business owners</li><li>Bank security and diversification strategies</li></ul> &nbsp;Episode resources:<ul><li>Summit CPA website –<a href="http://www.summitcpa.net/" rel="noopener noreferrer"> summitcpa.net</a></li><li>Email us with questions – <a href="mailto:cpa@summitcpa.net" rel="noopener noreferrer">cpa@summitcpa.net</a></li></ul>

Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

Share Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know

Sign up to save your podcasts

Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know

Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know

More shows like The Modern CPA Success Show

Accounting Best Practices with Steve Bragg

Accountant's Flight Plan

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

The Accounting Podcast

The Perfect RIA

Small Business Tax Savings Podcast

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

Business Strategy for CPA's

Future Firm Accounting Podcast

Creative Agency Success Show

The Unique CPA

Building the Premier Accounting Firm

Earmark Podcast | Earn Free Accounting CPE

Jason On Firms Podcast

The Young CPA Success Show