Episode Notes:

“Any business, whether it's startup, tech, any business across the board, should really have a strategy of diversification of the funds that they don't particularly need on a 90-day basis to a six-month basis. If they've got that cash flow, let's start to diversify the rest of those funds.” –Paul Rhea

The finer details of this episode:

• Risk vs. Reward: Diversifying funds for optimal returns
• Exploring strategies for diversifying excess cash
• Bank protection strategies for business owners
• Bank security and diversification strategies

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions – cpa@summitcpa.net