How Much Cash Does Your Business Need in the Next 90 Days So You Can Sleep at Night?
Tuesday, April 7, 2026
10:00 – 11:00 AM PT
60-Minute Live Discussion + Q&A
Virtual Event – Free to Attend
About This Webinar
Most service business owners know their revenue but very few truly know their cash. The gap between profitable on paper and healthy in the bank is where businesses stall, stress, and sometimes fail. And it doesn’t have to be that way.
Join Alex Velazquez, CPA, CEO of Beyond the Books and Managing Director of Horizon Advisors, and Jordan Durrell, Director of Operations at Horizon Advisors, for a clear, practical session on cash flow forecasting and financial planning built specifically for growing service firms.
Drawing on Big 4 experience and hundreds of client engagements, Alex and Jordan will walk you through a 90-day cash flow framework that gives you visibility, confidence, and the ability to make decisions without the late-night anxiety.
What You'll Learn
- How to build a 90-day cash flow forecast that reflects how your business actually operates
- The key cash flow metrics every service firm owner should be reviewing monthly
- Why profit and cash are not the same thing and what to do when they don’t align
- How to identify cash gaps before they become crises
- What a CFO-level cash management strategy looks like for small and mid-sized businesses
- How to move from reactive survival mode to confident, forward-looking financial planning
Who Should Attend
- Owners of growing service businesses
- Entrepreneurs who want to stop guessing about cash
- Founders currently relying on basic bookkeeping
- Operations and finance managers
- Businesses considering a fractional CFO
Meet the Speakers
Alex Velazquez, CPA
CEO, Beyond the Books | Managing Director, Horizon Advisors
CPA and Big 4 veteran with extensive experience advising middle market companies on technical accounting and financial strategy. Alex spent the majority of his career at KPMG Los Angeles, including a three-year international assignment in São Paulo leading U.S. GAAP and IFRS audit engagements for publicly traded SEC registrants. He also founded Beyond the Books, a fractional CFO firm bringing corporate-level financial practices to small businesses.
Jordan Durrell
Director of Operations, Horizon Advisors
Finance and accounting professional with deep expertise in financial close, complex technical accounting, and SEC reporting. Jordan began his career at EY and has since advised public and private companies across technology, agribusiness, retail, and financial services on revenue recognition, CECL, leasing standards, and internal controls.
Event Details
Tuesday, April 7, 2026
10:00 – 11:00 AM PT
60-Minute Live Discussion + Q&A
Virtual Event – Free to Attend
