What saving and spending trends are you seeing with your clients? How are you helping them stay focused on the long-term?

Answered by:

Mercedes Ballard

Highly recommended
MTB Services Etc., LLC
31 Questions answered
Answered on October 21st, 2020

My clients have taken advantage of the programs offered at the outset of the COVID lockdown to improve their businesses cash status.  We work together to set clear allocations of cash to the goals that are most important to them for their business using proven cash management methodology.  We also review often so that any shortfalls are addressed quickly.  I encourage my clients to view their business as its own entity with its own story.  All of my clients are maintaining and increasing income during this amazing time.  I am encouraged by the recontextualization of what it is to "have a job" and work in the virtual environment as well as the flexibility of businesses to quickly reinvent themselves and their services.


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