Cash Management Archives - JMV Financial Services

Good Debt vs. Bad Debt: How to Manage Both

by Jillian Verdun
Posted on September 11, 2024
in Budgeting, Cash Management, Financial Health

Good Debt vs. Bad Debt: How to Manage Both They say all combined household debt in America currently adds up to 17 trillion dollars. While that’s not a number many may know how to write – it is likely that this is a number that you [and I] have contributed to. Unsurprisingly, Americans continue to[...]

by Jillian Verdun
Posted on August 21, 2024
in Business, Cash Management, Financial Health

Many of us naturally set a New Year’s resolution of attracting abundant opportunities, financial wealth, and success. Who wouldn’t enjoy being financially successful? Millions of people also hope to meet those same goals year after year – but not everyone implements a “Money Magnet” mindset to make that a reality. So, we find ourselves[...]

Many people are all too familiar with the ease and convenience of spending with debit/credit cards. One swipe, no bills or coins, and a spending trip made quick and easy. What many people don’t consider is how quickly their spending can add up using this method – and without even noticing it. A simple and[...]

by Jillian
Posted on November 30, 2022
in Budgeting, Cash Management, Financial Health

Everyone is born with different levels of money management skills. Generally speaking, you must develop a better relationship with money to manage your money better. In other words, you need to understand how you think and feel about money. Ask yourself, “What emotions arise inside of you when thinking about money?” Consider how you think[...]

Entrepreneurs and service business owners can easily spend money as fast as they can make it. But when business slows down during certain months of the year, these businesses are put into a vulnerable situation without an adequate cash reserve. Do you have problems planning or managing the finances of your business? If so, you’re[...]

by Jillian
Posted on December 19, 2019
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Many people tend to procrastinate when it comes to their personal tax returns. In fact, according to the IRS, over 50 million people left filing taxes to the very last weekend! This year’s deadline for filing personal tax returns has changeddue to COVID-19. You can file as early as February 2020, since many important tax[...]

by Jillian
Posted on November 21, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Every year the Department of Treasury, which is an umbrella for the IRS, is required by federal law to determine whether or not to make cost-of-living adjustments to retirement contribution limits. If the cost of living goes up, generally so do those limits. 2019 is the year of increase! If you’re 49 years of age[...]

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by Jillian
Posted on October 24, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

In our virtual and paperless generation, it’s easy to keep tabs on your checking account balance without really taking the time to review each monthly transaction. You know about how much you’ve spent, so at first glance it all seems “about right.” What you may be missing, though, are some changes to your bank’s policies[...]

by Jillian
Posted on October 10, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Here’s the result of the honor of writing another guest blog for Brenda Violette, Founder of Violette Business Services: If it takes a village to raise a child, then couldn’t the same be said for running a business? Absolutely! Just like raising a child, each person in a company’s development, growth, and expansion has a[...]

by Jillian
Posted on September 26, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Virtual COO Brenda Violette, Founder of Violette Business Services, asked me to write a guest blog on Profit First… …and here it is! Are You Taking Profit First in Your Business? Profitable. Debt-free. Thriving. These are the words every business owner dreams of using to describe their company. Most small businesses will struggle for years,[...]

Cash Management

Good Debt vs. Bad Debt: How to Manage Both

Money Averse to Money Magnet Mindset

Using the “All-Cash” Diet to Spend Smarter

How to Improve Your Money Management Skills

How The “Profit First” Model Can Boost Your Confidence in Budgeting Your Company’s Finances

3 Ways to Start Preparing for The 2020 Tax Season

IRS Raises the Roof on Retirement Contribution Limits in 2019

3 Ways Banks Take Your Money that You May Not Know About

Guest Blog: Can Your Virtual COO also be Your CFO?

Guest Blog: Are You Taking Profit First in Your Business?

Get Started Today Download the 5 Core Chapters of the Book Profit First

Avoid the Top 10 Bookkeeping Mistakes

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