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

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  • เผยแพร่เมื่อ 10 ต.ค. 2024
  • 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...
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    **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

ความคิดเห็น • 3

  • @JamieTrull
    @JamieTrull  วันที่ผ่านมา +1

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

    • @jeremycorey5182
      @jeremycorey5182 วันที่ผ่านมา

      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
      @JamieTrull  วันที่ผ่านมา

      @@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!