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Personal Cash Management Strategies

Personal cash management is much more comprehenisve than just sticking to a budget.  Cash flow management involves understanding where your money comes from, where it goes and what choices related to fianances are appropriate in your overall goals.

Working with your financial planner (or one we can recommend), we will help you gain clarity on the components of your income, fixed expenses, discretionary expenses, taxes and short-term and long-term savings opportunites.  

You work hard for your money and ultimately we want your money to work hard for you as you seek targeted goals and overall financial freedom.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Jones & Associates, P.C. 2021