FREE GIFT
Forecast your Cash FlowĀ
Use this cash flow template with guided instructions to project your cash balance for the next 90 days.Ā
YES, I want to start now!LATEST FROM THE BLOG
Level Up Your Financial Skills
Our comprehensive blog has everything you need to better understand your current financial situation and plan for the future.
NICE TO MEET YOU
I'mĀ Terry Smith
After working several years as a CPA, Controller , and CFO, I am now guiding small business owners to align their people, systems, and finances to grow and achieve their goals.Ā
Now I use my own personal struggles and successes to help owners just like you navigate your financials. Iā€™ll show you how to use your financial information to earn more, save more, and put your money to work for you with wise investments.
READ MY STORY
"I have known Terry for over two decades and I consider him a trusted advisor. Terry is a CPA/Consultant that I would recommend to any of my clients requiring the services he offers."
- Susan L.Ā
"It is my pleasure to whole heartedly recommend Terry as CPA and consultant. His wisdom and experience were invaluable for our team.Ā ."
- Tommy M.
"Terry is an advocate for my business success. He is a vision-oriented financial architect who is adept at helping me navigate decisions that move my business toward long-term sustainability and growth. His integrity is impeccable, and I cannot recommend his work highly enough."