Josh Lance

Get To Know Vistr!

Cash flow forecasting is often a painful and difficult task to complete.  We recently came upon a new software tool that I believe will be helpful for startups and craft breweries to project cash flow in the future based upon their current operations.  This great new software is called Vistr.  Vistr connects into Xero and allows you to pull financial data from Xero and make cash flow projections using rules as well as adjusting payable and receivable dates to see where your cash flows issues are and how to correct them.   Vistr provides a 90 day future cash flow projections and allows you to see the daily cash flow up and downs.  The best part is that this software is free.  Check out this video below for more!

For more information, check out Vistr at

About Josh Lance

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office.  Josh is also an adjunct professor at Northwestern University in Evanston, IL.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 by CPA Practice Advisor.