The key to steady cash flow {get your free template}

To get the spreadsheet shown in this video, go to https://claracfo.com/contracttracking It's very common for service based businesses to have ups and downs in their cash flow. Sometimes there is a ton of work to do, and sometimes the pipeline dries up, and there is no new work! How can we fix this problem? One of the #1 things you can do is to track and plan your incoming projects. This will help you identify any potential dips in income and cash flow ahead of time in order for you to understand what your business development team needs to work on. Knowing your low-income months ahead of time can be the biggest game changer in creating consistent cash flow. This video includes: 0:00 Who watches the channel? 1:35 B2B Service Businesses 2:30 Feast or famine 4:20 Sell-Do Cycle 5:30 What is pipeline? 6:10 CRM Tool 8:40 Contract Tracking Spreadsheet 9:13 Example contract 11:00 Identify gaps in biz dev 13:15 Comments & questions 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: MB01V5S5AFWLUN5