goldsmithfinancialadvisors.com

Every successful financial strategy starts with an excellent client relationship. We do not approach your financial future as just a financial advisor. We approach your financial future as a CFO would.

Monitoring and controlling the flow of cash coming in and out of a business
Making sure there is enough cash to meet the investment needs of a business
Projecting the future cash flow by developing financial forecasts
Assisting in the development of a capital structure by evaluating a business
Determining if a business will have enough cash or if it will need a loan
If there is a surplus of cash, determine how to invest the surplus
Creating a risk management plan which will use hedging, diversification, and other strategies to offset financial loss
Recommending methods to streamline operations
Aiding in the closing process of interest accruals and payments
Assisting in the development of monthly and yearly budgets
Ensuring expenses, payroll, accounts payable, and refunds are paid in a timely manner
Developing project management plans to facilitate process changes by using strong technical skills
Facilitating a collaborative work environment that ensures personnel are informed of organization initiatives
Assisting in the use of QuickBooks online to manage cash flows
Identifying internal company-related capital/operational and publicly-traded investment opportunities while considering risk and liquidity

Goldsmith Financial Advisors LLC provides financial advice and financial analysis to retail and accredited investors, trusts, estates, pension plans, profit-sharing plans, other ERISA accounts, and business entities. There are no minimum account sizes for clients to obtain services from Goldsmith Financial Advisors LLC. Our analysis methods are as follows: A combination of human-plus approaches. This could involve the time value of money, fundamental analysis, stress testing, Monte Carlo Modeling, coefficient testing, WACC, machine learning, etc.

Founded: 2021

Work Terms

We work by the hour.

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