Forecasting Personal Cash Flow as a Small Business Owner

  Рет қаралды 1,040

Clara CFO Group

Clara CFO Group

Күн бұрын

To get your copy of the FREE cash flow spreadsheet, go here: claracfo.com/cashflow
Personal finances for small business owners can be frustrating. When business is good, cash is plentiful, but when it's not....cash is scarce. As business owners, we have to plan for our personal finances more proactively than someone who only earns a steady W2 wage.
This video shows you how you can use our free cash flow forecast template on your personal finances as well as your business!
To learn how to use this spreadsheet for your business, you can watch this full demonstration video: • How to Create a Cash F...
Hannah uses Monarch as her personal finance tracking and budgeting system. To get a free extended trial, visit www.claracfo.com/monarch
To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: claracfo.com/cfo-services/
💲 Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! claracfo.com/QBO
🙋‍♀‍Got Employees? Talk to ADP! They can help you if you are a small business owner or an accountant or advisor who works with small businesses. Learn more here: claracfo.com/adprun
💸Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! claracfo.com/melio
(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)
Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.
CODE: MB01JUXTUGXEUDE

Пікірлер: 8
@elliotwilliams1544
@elliotwilliams1544 3 ай бұрын
What's your strategy on factoring in CC payments vs Actual expenses when inputting data? So for purposes of reconciling cash, would you key in the applicable expenses to the specific CC payment (i.e 5k CC payment on Jan 12th, so you would take the CC statement and input 5k worth of itemized expenses for January)? Very helpful video btw!
@kevin_24x7
@kevin_24x7 4 ай бұрын
Great video. Would you ever be interested in video collaboration with some larger channels in the real estate niche or overall economy niche?
@HamidurRahman
@HamidurRahman 4 ай бұрын
Thanks Hannah for such a helpful tutorial
@ClaraCFO
@ClaraCFO 4 ай бұрын
Glad it’s helpful!
@HectorGarciaCPA
@HectorGarciaCPA 5 ай бұрын
you built a spreadsheet??? You must be an accountant :)
@ClaraCFO
@ClaraCFO 4 ай бұрын
😜 you know how we do 😂
@blake4055
@blake4055 4 ай бұрын
'Promo SM' 😩
@ClaraCFO
@ClaraCFO 4 ай бұрын
?
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