About
I have a warm and cheerful personality, am friendly to others, and am sincere and humble.…
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Articles by David
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On-site Consignment Inventory
On-site Consignment Inventory
Consignment Inventory in 60-Seconds On-site consignment inventory sits in your production line or on the shelf at the…
9 Comments -
$1 Million Check from the Bank for Using a Purchase Card
$1 Million Check from the Bank for Using a Purchase Card
Can you imagine your banker handing you a $1,000,000 check just for changing the way you pay for purchases? Here’s the…
5 Comments -
Money is For Sale
Money is For Sale
Here is my latest podcast interview with "Cashflow" Mike. Money is "on-sale" right now with low-interest rates and…
6 Comments -
How to Do Bookkeeping for Cash Flow Management Success
How to Do Bookkeeping for Cash Flow Management Success
Readers of my article “7 Proven Steps to Manage Your Cash with Ease” asked for more details. In case you missed that…
6 Comments -
Unconventional Wisdom: Spend Your Cash Quickly
Unconventional Wisdom: Spend Your Cash Quickly
In my article “Some Bad Advice on Cash Flow Management” I mentioned that sometimes conventional wisdom isn’t very wise.…
6 Comments -
Cash Forecast vs. Cash Flow vs. Cash Management– Good Tools. if You Know How to Use Them
Cash Forecast vs. Cash Flow vs. Cash Management– Good Tools. if You Know How to Use Them
Most people think that cash management, cash flow, and cash forecast are the same - they are not. If you don’t know the…
8 Comments -
7 Proven Steps to Manage Your Cash with Ease
7 Proven Steps to Manage Your Cash with Ease
In my last article, “Some Bad Advice on Cash Flow Management” I told you I’d give you the details for the seven steps…
12 Comments
Contributions
Activity
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Hot take: You should pay as little as possible for tax preparation. 🤯 Here's why: tax preparation isn't where the magic happens. What you should…
Hot take: You should pay as little as possible for tax preparation. 🤯 Here's why: tax preparation isn't where the magic happens. What you should…
Liked by David Safeer
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Not sure if you noticed health plans are in the news these days 🧐. Many employers fail to take advantage of resources offered by their health plan.…
Not sure if you noticed health plans are in the news these days 🧐. Many employers fail to take advantage of resources offered by their health plan.…
Liked by David Safeer
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Do nonprofits have special cash flow needs? Absolutely! To learn why and to tackle the challenges head-on, check out this article I wrote for New…
Do nonprofits have special cash flow needs? Absolutely! To learn why and to tackle the challenges head-on, check out this article I wrote for New…
Shared by David Safeer
Experience
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Education
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Thunderbird School of Global Management
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Activities and Societies: Entrepreneurship
My basis for understanding the parts of a business working together comes from the diverse courses I took while studying - accounting, finance, economics, human resources, marketing, and especially entrepreneurship.
As the teaching assistant for the Entrepreneurship course, I graded business plans and essay exams for 80 students. The professor and I "negotiated" every grade and he taught me in-depth the realities of business, not just the classroom theory. -
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Executive education that taught me the importance of balanced, synchronized, business practices that work with each other to create excellence inside of an organization. As the only participant from the United States, I learned European perspectives on business from 20 countries.
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Volunteer Experience
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Liesure Council Member & Council Chairperson
City of Farmington, Utah
- 3 years 9 months
Social Services
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Board Member and Treasurer
Salt Lake Choral Artists
- 6 years
Arts and Culture
I learned about the specific legal and accounting rules governing non-profits.
The creative director and I worked together to create a five-year development plan for this regional choral group, which has seven choirs and 400+ singers.
Projects
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The Cash Management Project
- Present
I started The Cash Management Project in November 2018 to help more small business leaders learn about cash flow management and the critical roll it plays in their company.
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Project Tango
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We restructured the Latin America region of the Business Imaging division to transition from direct sales to a one and two-tiered distribution channel model.
We moved from ongoing losses for years to a profitable business model in a year.Other creators -
Honors & Awards
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"Out of the Box" Award
Universal Accounting and GrowCon 2024
Cash is Clear™L earning Systems, and David Safeer won the "Out of the Box" award at GrowCon 2024 for the Cash is Clear™ Maximizer software and Cash is Clear™ Blueprint.
Cash is Clear™ Maximizer software allows an advisor to identify the exact cash flow strategies a company needs to improve its cash flow and profit. With 200+ strategies, a company can continually implement additional strategies to have enough cash and increase profitability.
The Cash is Clear™ Blueprint gives…Cash is Clear™L earning Systems, and David Safeer won the "Out of the Box" award at GrowCon 2024 for the Cash is Clear™ Maximizer software and Cash is Clear™ Blueprint.
Cash is Clear™ Maximizer software allows an advisor to identify the exact cash flow strategies a company needs to improve its cash flow and profit. With 200+ strategies, a company can continually implement additional strategies to have enough cash and increase profitability.
The Cash is Clear™ Blueprint gives advisors a step-by-step checklist for implementing cash flow management systems for their clients, starting with the initial client interview and ending with the implementation of strategies.
Languages
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Spanish
Native or bilingual proficiency
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Portuguese
Full professional proficiency
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English
Native or bilingual proficiency
Recommendations received
23 people have recommended David
Join now to viewMore activity by David
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As a CPA advising nonprofit clients, you’ll encounter this fundamental challenge: balancing mission fulfillment with financial sustainability. It's…
As a CPA advising nonprofit clients, you’ll encounter this fundamental challenge: balancing mission fulfillment with financial sustainability. It's…
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