August 2020 ClientLine Newsletter

End Recovery Chaos – take a day to step back and reevaluate your situation and create and action plan that helps move your business forward in an orderly way.

Document Management – begin organizing financial paperwork by understanding how long you need to keep records.

Cash Flow Solutions – a recent study by U.S. Bank showed that 82% of small business and startup failures were due to cash flow issues.

August 2020 Client Profile – concerned about the fallout from the pandemic? steps to take to help protect investments.

College Graduates Seeking Jobs – honing job-hunting skills is critical in this environment.

Identity Protection – with identity theft commonplace, it’s important to understand available options to help safeguard your online information.

Questions and Answers

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