Lighthouse Lessons

Year‑End Billing & Receivables: Clean Up WIP, Accelerate Cash Flow & Close Out the Year Smartly

Year‑End Billing & Receivables: Clean Up WIP, Accelerate Cash Flow & Close Out the Year Smartly

East Coast Coaching
Published on: 02/11/2025

Learn how advisory firms can finalize billing, clear receivables and manage WIP at year‑end to improve cash‑flow and set up next year’s operations.

Year-End Planning