Monday Money Myth: If There's Money in the Bank, We're Doing Fine

Sell Well: Helping Agencies Close More Deals and Grow Revenue · May 18, 2026 · 11m · transcript

Kicking off a new recurring series with Jason Medlin, a fractional CFO, accountant, and bookkeeper, where we debunk the money myths that keep business owners up at night. First up: if you've got cash in the bank, you're good. Spoiler alert, that's not how it works. We talk about why cashflow modeling matters, why looking ahead 12 to 13 weeks is the sweet spot for forecasting, and how understanding your actual monthly spend is the foundation for everything else. Jason breaks down the difference between retroactive bookkeeping and proactive financial planning, and why one of those actually lets…