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CashAnalytics is a cash flow management platform for growth-focused businesses. We help CFO's, Controllers and Treasury teams improve their free cash flow and stay in control of their liquidity as their business continues to expand. By using software like ours, finance teams spend less manual effort on compiling data and more time managing cash flow and guiding their company's financial strategy. Our clients are global leaders across a range of industries. We understand that each of them has different needs, so we tailor our services to suit them. We know how important cash forecasting is, that’s why we help our clients to increase the quality of their cash forecasts by improving accuracy, reducing risk, and increasing efficiency.

Optimal Capital enables driven and successful entrepreneurs, business professionals, and private investment firms to build their Optimal Financial World. The firm possesses deep expertise developing relationships with closely held businesses to introduce a cohesive team of consummate professionals, assisting pre-transaction planning and liquidity management. Clients deserve service that is focused on their core values and achieving their financial goals. Optimal employs a holistic wealth management formula that delivers investment consulting, advanced planning and relationship management. No one has the time to be a leading expert in all facets of wealth management, which is why clients can benefit from a high-performing virtual family office. Optimal Capital delivers the following to private investment firms to increase the value they provide to their clients: • Sophisticated investment products and strategies with a family office framework. • Reduce time and effort spent researching investments, preparing and executing transactions, and keeping up with constantly changing regulations of investing. • White-labeled material for updates on the market, portfolio analysis, and more. Optimal Capital delivers the following to private clients to enhance, protect, and transfer their wealth: • Enhance wealth by using optimally structured investment portfolios and tax mitigating advice from experienced accountants. • Protect and transfer wealth by collaborating with private lawyers to devise extensive legal documents and investment trusts. • Utilize cohesive team of consummate professionals to carry out pre- transaction planning and liquidity management for business owners.

Smart Capital Management, LLC is a company providing you with confidence. We have over 24 years of experience working with and being referred by a client list of successful educators, and their families who see us as their "future facilitator". Personally, I enjoy analyzing the details of your plan and, hopefully, come up with a simple solution to help you reach your objective. My wife, Mary Anne Simmons, CPA, MBA, is my partner in our business. I like to think of our business as a family affair, our family helping you and your family graduate to a better future. We are the creator of SMART Transition Experience: for educators and couples. We have developed a process that helps people focus on what matters most. We start with a simple question: "If we were meeting here three years from today, looking back, what has to happen personally, professionally and financially for you to feel that you made progress?" We then develop a plan working from the inside out; focusing our clients on what they feel will improve the quality of their lives. Each plan we develop is unique to each and every client striving for what matters most in the SMART Transition Experience. This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently. Also available are lists of upcoming financial workshops that you may want to attend. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at steve@smartcapitalmanagement.com or call (518) 731-7900 or toll free @ (877) 331-3516. SMART = Save Money And Reduce Taxes. If you are going to save money; why not reduce your taxes at the same time? i.e. using 403B, 401K, or IRA, etc.