Truck Driver, owner operator, cash flow is a big problem in this industry, once you book a load you have to fuel up $ pay tolls $ and have your truck ready with all the expenses that come with it. Usually the broker pays between 30 - 45 days. I was fighting it at first but I found a good Factor company where I sell my invoice to for a small % and I have tge money in the bank th next day. That money helps me getting the truck to the next pickup, without it I would be out of business long time ago.
@AlexYeske
2 ай бұрын
I'm an interior designer and this was super helpful! Really glad I found your channel.
@dgunnslate
6 ай бұрын
I'm a bookkeeper and have found your videos oh so helpful! This tool is also very helpful.
@ClaraCFO
6 ай бұрын
Love to hear that!
@debrathompson554
6 ай бұрын
Love your channel, we have a family owned furniture business, one of the services that we offer is Design, which is a part of our business that we are building, they are one of our best customers.
@ClaraCFO
6 ай бұрын
oh interesting! Do you run into cash flow issues?
@debrathompson554
6 ай бұрын
No, we are blessed.
@cindysosa9643
6 ай бұрын
We do residential roofing and siding. Love your videos!
@MinhTran-cq3vo
6 ай бұрын
I do both residential and light commercial
@darylcain4537
Ай бұрын
Roofing & Exteriors
@darrencrisp7656
6 ай бұрын
Electrical Contractor
@bobmalone4864
6 ай бұрын
I am a dentist. Cash flow strategies are very helpful.
@ClaraCFO
6 ай бұрын
Awesome! Does your cash flow get affected most by when insurance companies decide to pay out?
Awesome - planning your pipeline is super important for a business with seasonality like yours!
@aidajaen4966
6 ай бұрын
Bookkeeping
@ClaraCFO
6 ай бұрын
Awesome!
@catamunizaga5781
6 ай бұрын
Soccer coach and currently getting into the bookkeeping world.
@ClaraCFO
6 ай бұрын
Love that!
@garthologistics2741
6 ай бұрын
I'm a Freight Broker who specializes in Classic Auto shipping. I arrange shipping and transportation for my customers.
@ClaraCFO
6 ай бұрын
very cool! I hope you get paid by your customers before you have to pay the shipping/logistics charges! That could be a major cash flow problem if you didn't!
@garthologistics2741
6 ай бұрын
@@ClaraCFO I get a deposit, usually $200 - $300 which becomes my fee when a transporter is assigned. Once the vehicle is picked up, the balance is charged to the card on file. No cash flo issues here.
@user-yn8fi8jq4c
6 ай бұрын
I work as an exchanger, how to make a templat sheet for that with a checks pendings
@ClaraCFO
6 ай бұрын
Hmm - I don't know what an exchanger is!
@Ockv74
6 ай бұрын
❤❤❤
@Viviko
6 ай бұрын
I do web design/app design and development. Though, I am trying to move to a more product-based business. A product-based business just seems more scalable. Keyword is “trying”. As in… still can’t find product market fit.
@ClaraCFO
6 ай бұрын
Have you heard of productizing your service? We just had a guest on the Financial Clarity podcast on this subject! take a listen: kzitem.info/news/bejne/25eAt36CcF-khX4si=tzasHYh-7GlhmhPt
@naveenkgeorge2000
6 ай бұрын
Superb Video..Keep going
@ClaraCFO
6 ай бұрын
thanks! Will do!
@naveenkgeorge2000
6 ай бұрын
@@ClaraCFO The start date mentioned in template , Do you mean the start date of the project? OR If it’s the proposal submission date
@ClaraCFO
6 ай бұрын
@@naveenkgeorge2000 I typically use this field to be the project start date. If you want to add proposal date, you can add a column! That's the beauty of Excel :)
@MinhTran-cq3vo
6 ай бұрын
I am in the HVAC service & installation business
@ClaraCFO
6 ай бұрын
residential or commercial?
@williezlawncare8294
6 ай бұрын
Lawn & Garden Landscape Maintenance
@ClaraCFO
6 ай бұрын
Awesome - do you do bids and proposals for new potential work? This would be great for you!
@alonsojose98
4 ай бұрын
Hi I am in realstate
@jancyking6746
6 ай бұрын
Salon Studio/Hair Care Specialist
@ClaraCFO
6 ай бұрын
Nice! Thanks for being here! Your version of this will be to make sure you have your future appointments filled and making sure clients are booked out way ahead of time - right?
@KevinKempOvenmagic
6 ай бұрын
Cleaning Company
@ClaraCFO
6 ай бұрын
Nice! you've probably got a good sense of what cash looks like in the future based on your client base and cleaning frequency?
@Paul-tz5vj
6 ай бұрын
Biotech drug development
@ClaraCFO
6 ай бұрын
Oh wow! Are you pre-revenue then?
@Paul-tz5vj
6 ай бұрын
Yes, applying for grants. @@ClaraCFO
@markbarnett5989
6 ай бұрын
Swimming pools. Service and sale products
@ClaraCFO
6 ай бұрын
Do you have service contracts?
@markbarnett5989
6 ай бұрын
No just repairs and chemical sales and parts for said repairs@@ClaraCFO
Пікірлер: 46