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Forecasting Personal Cash Flow as a Small Business Owner

1.8K views· 60 likes· 15:46· Feb 23, 2024

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To get your copy of the FREE cash flow spreadsheet, go here: https://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: https://youtu.be/0BGanYasxn8 Hannah uses Monarch as her personal finance tracking and budgeting system. To get a free extended trial, visit https://www.claracfo.com/monarch To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://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

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