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managing cash flow

Cash flow is one or the most important (and stressful) parts about running a business. The good thing is that there are plenty of resources and solutions to help. Let’s take a closer look.

We C.A.R.E. about helping you smooth out the ups and downs of cash flow.

Talk to one of our business specialist and schedule a free business checkup

Top Tips for Managing Cashflow

Create a budget. 

Projecting income and expenses can reveal cash flow gaps. Fidelity Bank offers tools like business lines of credit to help manage these.

Optimize Payments.

Manage vendor and employee payments efficiently with tools to keep billings under 30 days. Accepting credit cards can boost billings by up to 14%. Use POS systems for streamlined record-keeping.

Leverage Financial Tech:

Utilize digital tools like automated invoicing, payroll, remote deposits, and business cards to simplify money management.

 

Build Your Inner Circle:

Every business needs an accountant, lawyer, and banker. We’ll collaborate with your accountant to keep you aligned with your budget.

You’ve got a lot on your plate and we want to help you focus on
what really matters—taking your business to the next level.

Let’s dig deeper

Illustration of a rollercoaster track with a car with a dollar sign in it

Tips for Managing Cashflow for Your Small Business

How to smooth out the financial roller coaster.

Illustration of a finger pushing a button that says SELL

How Much Do I Need to Sell to Break Even?

Understanding your break even point is one of the most important things you can do for your business.

Diagram that represents the CARE Process

Why Choose Fidelity Bank​

Our 4-step C.A.R.E. Process is how we deliver on our promise.  Whether it’s a big decision or a small one, it’s a streamlined, effective process that we use in every interaction to help our clients make informed financial decisions and get where they want to be.