Bill.com Integration with CashFlowTool

Nov 10, 2020 1:50:28 PM

Many customers using Bill.com have asked about how it integrates with CashFlowTool and so we have prepared a video to show you the best practice for including and integrating.  Enjoy and let us know how it's working for you!

By Dave Fester

We Stand for Small Business

Oct 1, 2020 3:46:38 PM

We started our company with a passion to radically improve (and automate) the lending process for banks and in the course of doing so, we realized we could help small businesses everywhere with one of the most important things they care about most - cash flow.

By Dave Fester

Taking a peek inside the minds of small business owners

May 27, 2020 11:27:17 AM

What financial topics are on the minds of small businesses right now?  To find out, I recently surveyed clients and friends, asking them to rate their areas of concern. While the results are not scientific, they are quite interesting.

By Scott Gregory (Guest Blogger)

Covid-19 Business Help #5: Perform cash break-even analysis

Apr 16, 2020 10:15:13 PM

Break-even analysis has long been used in the context of companies identifying how to become profitable or determining pricing strategies for new products and services.

By Justin Pulgrano

Covid-19 Business Help #4: Calculate and forecast your cash burn rate

Apr 16, 2020 4:45:08 PM

In the uncertain times that have come with the Covid-19 crisis, understanding cash burn rate could be the difference between your business' survival and salary cuts, layoffs or business closure. Cash has always been king, but that statement is even more true today.

By Justin Pulgrano

Covid-19 Business Help #3: Stress-test your P&L

Apr 16, 2020 3:14:28 PM

With the Covid-19 crisis affecting businesses everywhere, you need to stress-test your P&L to determine what your business can handle to survive.  This consists of running a series of mission critical what-if scenarios to help plan your cash flow future.

By Dave Fester

Covid-19 Business Help #2: Review your future income

Apr 16, 2020 2:26:25 PM

With the Covid-19 crisis affecting businesses everywhere, you probably have experienced a drop in income.  In this blog we will discuss how you can review and forecast your future income and combined with the expense planning, you will effectively know your complete cash flow picture.

By Dave Fester

Covid-19 Business Help #1: Evaluate your expenses NOW

Apr 16, 2020 12:46:15 PM

With the Covid-19 crisis affecting businesses everywhere, it is now more important than ever to manage and plan your cash flow.   It starts with a methodology of evaluating your expenses immediately.

By Dave Fester

Never be surprised by expenses!

Feb 25, 2020 1:57:32 PM

Have you ever been surprised by expenses?  For my personal expenses, I spend time knowing what they are, whether I need them and what the future will look like.   Businesses need to do the same and CashFlowTool makes it easy.

By Dave Fester

7 Cash Flow Tips Every Business Owner Needs

Jan 23, 2020 8:19:21 AM

Every business knows that cash is king, yet an alarming number of businesses (only 33%) don’t even use a tech platform, tool or app to manage their cash flow¹.   Here are 7 practical tips that every business owner should use to help with their cash flow.

By Dave Fester

5 Mistakes to Avoid in Your Business Cash Flow Management

Sep 17, 2019 3:54:27 PM

It’s so true…

Cash flow is the lifeblood of your business! (ask the thousands who failed without it)

Given that, I’d like to share insights with you to avoid these mistakes as you work with this precious commodity each business day…

By Scott Gregory (Guest Blogger)

Interactive Chart Tips & Tricks

Jul 11, 2019 3:16:14 PM

Make the most of the breakthrough new interactive visual chart with this month's tips and tricks.

By Dave Fester

What If Scenarios: CashFlowTool makes it easy

Jul 10, 2019 4:49:23 PM

So you have used CashFlowTool to predict and manage your future cash flow forecast.  How do you fine tune the forecast?  How do you create a few what if scenarios?  It's easy...

By Dave Fester

All new Interactive Chart Forecast:  Visualize your future today!

Jun 11, 2019 9:19:00 AM

We went back to the drawing board and came up with a completely reimagined way to view your future cash flow forecast.  It lets you visualize your future forecast in ways you never imagined.  Once you see it, you will never want to go back to static forecasting again.

By Michael Patten

How to select the right clients for cash flow services

Jun 10, 2019 3:35:10 PM

Helping your clients understand, manage and forecast cash flow is critical to their success. This also represents a significant opportunity for you to expand your capabilities and service offerings.

But where do you start? And most importantly, which clients do you start with?

By Justin Pulgrano

Even in a cash business, cash can be tight

Jun 10, 2019 1:54:35 PM

It’s amazing how cash can slip through the fingers of even the most frugal small business owner. It just happens without you realizing it.

By Dave Fester

Now is the best time for a quarterly business review

May 2, 2019 2:05:17 PM

What better time to assess the state of your business than right after your busiest time of year? 

Now I know what many of you are thinking, “I just recovered from tax season and first quarter taxes”.  Believe me, I understand.

By Audrey L Godwin

Becoming A Cash Flow Champion

May 2, 2019 10:10:13 AM

National Small Business Week is May 5-11 and what a perfect time to think about cash flow which is the lifeblood of every small business. 

Are you ready to help every small business with cash flow advisory services?   

By Audrey L Godwin