Give confidence to the actual cash flow of the business.
Cash flow analysis from an individual perspective requires a look at W-2s, rental income, portfolio income, retirement accounts, passthrough income, and income tax refunds. Many have found themselves with a good-looking portfolio one year and not so great the next; the same goes for a W-2 and retirement accounts. From the business perspective cash flow analysis requires a look at revenue pools, investment income, interest income, income tax refunds, and related party transactions. Similar to individuals, businesses can see things change drastically from year to year as well. This video reviews how to observe value for both individuals and businesses.
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Agenda
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Faculty
Theran J. Welsh, CPA
SVA Certified Public Accountants
- Principal with SVA Certified Public Accountants, and leads the Construction Services Group
- Certified public accountant advising construction clients to help them better understand their cost structure, with a specific focus on improving profitability
- Assists clients in developing cash flow projections, analyzing overhead recovery methods, recommending tax structure, identifying areas of tax exposure, and determining specific opportunities for tax savings
- Past president of the associate members of Associated General Contractors (AGC) of Wisconsin and a frequent writer on industry issues for local and national industry publications
- Graduate, University of Wisconsin-Madison
- Can be contacted at 608-826-2039 or [email protected]
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