CPA EXPLAINS: How I manage my money on a monthly basis (in 10 Minutes or less)

Подписаться 25 тыс.

50% 1

What is the best way to manage your personal and business finances every month? How can you make sure your monthly finances are working for you so you can make the proper investments in your business and save for your future? In this video, I am walking you through how I, as a CPA, manage my money in only 10 minutes per month.
⭐ If you want to get started with this exact template, you can grab it here: jamietrull.com...
⭐ And If you want a simple profit and loss template you can grab this one here: jamietrull.com...
Have questions for Jamie? Join us for our next Power in Numbers Live Show. You can submit your accounting questions here: www.JamieTrull...
// ABOUT ME
Hey! I’m Jamie Trull, CPA & Profit Strategist here to help you with the tools & resources to get you informed, organized and profitable with your business finances.
🛍️ Work with me: jamietrull.com...
// WATCH THESE OTHER VIDEOS NEXT //
👉 The 5 bank accounts you should have as a small business owner: • The 5 Bank Accounts yo...
👉 How much should I pay myself from my business?: • How much should I pay ...
👉How to manage your receipts:
• How to capture and man...
// FINANCIAL TOOLS & SYSTEMS I LOVE //
💸 Best Payroll: jamietrull.com...
🏦 No Fee Business Banking: jamietrull.com...
📚 DIY Accounting: jamietrull.com...
💳 Best Business Credit Cards: jamietrull.com...
🎁 More Things I love. Get my FREE GUIDE: jamietrull.com...
// CHOOSE YOUR ADVENTURE //
🔎 Discover Your Money Superpowers jamietrull.com...
📈 Create your PROFFIT Plan™: jamietrull.com...
✅ S Corp Success Checklist: jamietrull.com/...
👪 7 Tax Strategies for Hiring Your Kids: jamietrull.com...
🚀 Guide to Reducing Taxes for Business Owners jamietrull.com...
📅 Annual Planning Guide: jamietrull.com...
💲 Determine if it’s time to modify your pricing: jamietrull.com...
🤝 Need a trusted Financial Professional to help you? Check out my Preferred Vendor list here: jamietrull.com...
🔗 Oh! And follow me:
Website: jamietrull.com/
Instagram: / jamie.trull
Facebook: / balancecfo
Free Community: / financialliteracyforwomen
Blog: jamietrull.com...
**DISCLAIMER: This video is meant for educational purposes only. This is not to be relied on or considered a substitute for advice on your specific situation from your tax advisor.
#jamietrull #moneymanagement #cashflow

Опубликовано:

14 окт 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 3

@JamieTrull 6 дней назад

Do you have questions on how I complete this process? Let me know in the comments below

@jeremycorey5182 6 дней назад

This is solid, will check out the spreadsheet at site. Do you have any guides on understanding how to calculate or plan on paying an employee? Hiring that first employee is a huge step and common stumbling block for small businesses. Calculating and planning guide to help business owners ensure they have enough cash flow would be super valuable. (At least for me!)

@JamieTrull 6 дней назад

@@jeremycorey5182 This is actually something we've had on our list - a product to help you hire your first employee! We don't have it yet, but be sure to stay tuned! This cash flow worksheet can help in that as well (you'll want to estimate how much your revenue would increase by having an employee, and then add the cost) to make sure you can afford the payroll in the near and medium term!