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.

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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

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