Profit vs cash flow: why a profitable business runs short.
Sales can appear in your accounts before the money reaches your bank. Follow a simple example and a weekly checklist to spot cash gaps early.
CA JAI SHAH Read article
BLOGS & INSIGHTS BY CA JAI SHAH
Business finance guides and checklists.
Understand profit versus cash flow, build a compliance calendar and prepare for insurance or investment discussions. Read the five guides under the CA JAI SHAH byline.
5 articles by CA JAI SHAH
How to build a business compliance calendar.
Give every filing a document deadline, a reviewer and a record of completion. Use this checklist to turn a list of due dates into a working compliance calendar.
CA JAI SHAH Read article
Insurance review checklist: look beyond the premium.
A lower premium does not explain what a policy covers. Check the wording, exclusions and limits, then record the questions your insurer needs to answer.
CA JAI SHAH Read article
A business restructuring checklist before you begin.
Changing a company chart also affects billing, bank arrangements and responsibilities. Start with the business problem, then map what the transition would involve.
CA JAI SHAH Read article
Goal-based investment planning: what to prepare.
Write down what the money is for, when you may need it and which commitments come first. Take that brief to a registered adviser before discussing products.
CA JAI SHAH Read article
Guides, examples and checklists for your next review. Our editorial approach
LET'S TALK
Tell us what you
need help with.
Share your business or financial question and any deadline. We will discuss the scope of support you need.