The Cash Flow BOSS, LLC

Some of our clients do cool things like be nominated for 5 Lone Star Emmy’s! Congrats Newy!!

One of the things I’m excited about in Q3 and Q4 is hosting workshops, trainings, and educational events at the Cash Flow Boss office. The dream when remodeling this office last winter was to be a place to gather and impact!
I spent the day rearranging our front room, added new training tables and seating, and created a space designed for learning and collaboration. While I’m looking forward to utilizing the space for our own classes, I also wanted to extend an invitation to my fellow Wise County Chamber of Commerce and Decatur Chamber of Commerce members to share the space!
Our community grows when we share knowledge, build relationships, and help each other succeed and I believe in sharing and collaborating! If you have an idea for a workshop, lunch-and-learn, panel discussion, or educational session, send me a message. I’d love to explore ways we can work together. 💙💵

We are the most affordable executive you’ll ever hire!
Business owners hesitate when it comes to outsourcing bookkeeping.
Why?
Because bookkeeping gets viewed as an expense and not a tool.
The truth?
Good bookkeeping is one of the most affordable executive-level services you’ll ever invest in.
Think about what a CFO does:
• Reviews financial performance
• Helps identify problems
• Provides visibility
• Supports decision-making
• Helps plan for the future
You may not be ready for a full-time CFO. Most small businesses aren’t. But you do need accurate financial data if you’re going to make good decisions.

That’s where bookkeeping comes in. At Cash Flow Boss, we don’t just categorize transactions.
We provide clean books, accurate reporting, and financial clarity so you can lead your business with confidence. Because every major business decision starts with money!

The question isn’t: “Can I afford bookkeeping?”

The better question is: “What is it costing me not to know my numbers?”
www.thecashflowboss.com

This is a great opportunity to meet the founder and director of Tutor of Dragons.

Have questions about tutoring, SAT/ACT prep, or choosing the right academic support for your student? We'd love to meet you! ☕📚 Join us for Thursday Tea with Liz, a monthly drop-in event where parents can stop by, enjoy a treat, and ask questions about Tutor of Dragons' programs and services.

Whether you're exploring tutoring options, planning for college entrance exams, or simply looking for guidance, Liz will be there to help. No appointment needed, just stop in anytime between 10:00 AM and 12:00 PM, and let's chat.

We are proud to sponsor this event. It’s not too late to grab your tickets!

Presenting Sponsor - The Cash Flow BOSS, LLC

Most business owners avoid their numbers. Mel Latu built a career out of running toward them.
CashFlow Boss helps owners understand, manage, and forecast their finances — not as a chore that happens once a quarter, but as the thing that tells you the truth about your business. Where the money’s actually going. What next quarter really looks like. Whether that hire is a good idea or a hope.

“Energized financial management” sounds like a contradiction in terms until you meet Mel. Then it makes perfect sense.

Clarity about money is one of the biggest things standing between a small business and its next stage of growth. Mel hands that to owners across our community every day.

Thank you for being a Presenting Sponsor of Foundation & Future.

To learn more about CashFlowBoss visit www.thecashflowboss.com

Give us just a minute and we can tell you! If we can’t see clear information to show margins and balances, we sure can correct them to empower you with it . You likely don’t have a revenue problem, you have a visibility problem. As a business owner you NEED this data to be fast, accurate, and reliable! Your business depends on it. We can help you! 💙💵
www.thecashflowboss.com

Great start to today with Tami Flint Hindman and her awesome monthly coffee event at Trinity Street! Our friend at Cool Vu, Ben sponsored and paid for our coffee (and Dr. Pepper), Thanks Ben!! Tami is the queen of coordinating networking opportunities and it’s always a good time and conversation. Trinity Street

We know QuickBooks so well, sometimes I think we know it better than QuickBooks knows itself.

Bring us your messiest books, your biggest bookkeeping problem, or bring us the file that nobody else wants to touch.

We’ve cleaned up and serve:
✅ Small businesses (B2B, retail, and trades)
✅ Independent contractors
✅ Real estate agents
✅ Real estate investors
✅ Construction companies
✅ Law firms with trust accounting
✅ Multi-entity businesses
✅ Private equity groups with complex K-1 tracking
✅ Contractors needing job costing and trade-level cost of sales reporting
✅ Businesses with years of cleanup work

But what really makes us different isn’t just what we know. It’s how we operate. We disrupted the industry with REAL-TIME bookkeeping.

- Weekly bookkeeping so your numbers stay current.
- Monthly financial reporting
- Cash flow forecasting and budgeting so you can make decisions before problems happen.
- Real people who answer the phone, return emails, and actually care.
- A network of trusted professionals when you need help beyond bookkeeping and accounting

Most bookkeeping firms tell you what happened.
We help you understand what happened, why it happened, and what to do next. That’s why we’ve built our entire company around one belief:

Money is a tool. Your financials are the manual. We can help you update and review your manuals! 💙💵
www.thecashflowboss.com