Ron Pearson

Customer Success Team Lead
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Born in Somerset. Studied Molecular Biology in London. Mooched about in Bristol for a while. Now smashing it out the park in Brighton. I have been working in Customer Success and SaaS for a few years now and love working directly with clients to make them as successful as possible. When I'm not doing everything that I possibly can to help Futrli customers then you'll probably find me playing American folk music or wasting my money on vinyl.

Blog Posts

Total Cost: Formula, Definition & Examples

Identifying your Total Cost can be crucial in understanding your business's profitability. Learn how to properly evaluate your Total Cost performance.

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What is a MIS Report? Meaning, Types & Examples

MIS Report stands for Management Information Systems, it's an encompassing term for a set of reports that allow the business functions to be analyzed.

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The Prudence Concept In Accounting | Definition & Guide

Prudence concept is a concept of accounting that increases the trustworthiness of figures reported in the financial statements of a business. Click to learn more!

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What Is A Close Company? Definition & Rules

A close company is a UK-based business where 5 or fewer individual participators have ownership or control over the business. Read on to learn more!

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What is Share Capital in Business?

Share Capital is the money invested into a business by shareholders in exchange for shares which equate to business ownership. Read on to learn more!

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10 Common Excel Mistakes and How To Avoid Them

Read the 10 common mistakes that are too easy to make in Excel and simple steps to keep your spreadsheet error free.

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The 6 Best Free Tools for Small Businesses

Growing your business doesn’t have to cost a fortune, here are 6 free tools anyone can use to make better business decisions and grow revenue.

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Why Businesses Should Go Green: 5 Reasons

Going green isn’t just good for the environment, it’s good for business too. Learn why going green could pay off for your business too.

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What Is Capital Budgeting? Definition & Application

Capital Budgeting is a great way to understand the financial implications of investing in new resources for businesses. Learn more and how to apply it!

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The difference between Bookkeeping and Accounting

If you’re after financial support for your business, understanding the difference between an accountant and a bookkeeper is essential.

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What Is Professional Indemnity Insurance?

Learn everything you need to know about Professional Indemnity Insurance and why every small business should be aware and consider it.

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What is a Cash Budget? Advantages & Examples

Learn everything you need to know about Cash Budgets, including what they are, their importance, examples, and how they differ from cash flow forecasts.

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An introductory guide to calculating and using quartiles

Read our short guide on what quartiles are, how they work in statistical and data analysis, and how to calculate them for your dataset.

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Successful business communications - tips and tricks

Read our guide to establishing a successful communication strategy for your business.

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Improving your company's billing process

Read our introductory guide to improving the billing process in your company.

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Procurement strategy - what it is and how to develop one

Read our guide to what procurement strategies are and how to create a successful one for your business.

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Market positioning - definition and different strategies

Read our introductory guide to what market positioning is, different strategies, and how to develop one for your business.

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An introductory guide to chasing overdue client invoices

Read our introductory guide to chasing overdue invoice payments in your business.

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Tangible assets - what they are and how to calculate them

Read our introductory guide to tangible assets, what they are, and how to calculate them.

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Futrli's guide to calculating principal payment

Read our short guide on how to calculate the principal payment for a loan.

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How to calculate the net present value of an investment

Read our guide to what net present value is, and how to calculate it for your company.

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Net Cash Flow: Formula, Definition & Examples

Learn everything you need to know about Net Cash Flow, including what it is, why it's important, and how to calculate it.

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Goodwill in business - what it is and practical examples

Read our guide to what goodwill in business is and what practical examples are.

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Futrli's guide to managing a recession as a small business

Read our guide to what recessions are, how they impact business, and how to survive them.

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Blockchain technology - their definition, process, and use

Read our introductory guide to blockchain systems, how they work and how to use them in financial services.

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A guide to the concepts of horizontal and vertical equity

Read our guide to the concepts of horizontal and vertical equity and how they differ.

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Guide to accounting for small business in Australia

Read our introductory guide to small business accounting in Australia.

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Cash flow forecasting - definition, perks, and process

Read our guide to what cash flow forecasting is, why it is useful, and how to get started.

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A guide on how to find your business's niche market

Read our short guide to finding the perfect niche market for your business.

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Financial projections - definition and why they are useful

Read our guide to what financial projections are, why they are useful, and how to get started.

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Employee turnover rates: definition, perks, and formula

Read our guide to employee turnover rates - what they are, why they are important, and how to calculate them.

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EBITDA - definition, how to calculate it, and pros and cons

Read our short guide to what EBITDA is, how to calculate it, and its pros and cons.

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Double-entry accounting - what it is and why it is useful

Read our guide to double-entry accounting, the process, and how this can help your organization.

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Guide to digital currency and cryptocurrency transactions

Read our guide to the cryptocurrency market and the latest cryptocurrency laws in Australia.

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Futrli's guide to credit balances in accounts receivable

Read our guide to what credit balances in accounts receivable are, how they occur, and how to manage them.

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Waterfall methodology - its purpose and pros and cons

Read our guide on what waterfall methodology entails, its purpose, and what advantages and disadvantages there are.

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Futrli's guide to cash flow hedge vs. fair value hedge

Wondering what the benefits and limitations of cash flow and fair hedge are? Look no further than this short guide.

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Guide to managing late payments for Australian businesses

Read our guide to different ways you can react to late payments as an Australian business.

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Futrli's guide to successful business partnerships

Read our guide to how business partnerships work, practical examples, and pros and cons.

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Futrli's introductory guide to budget planner templates

Read our guide to budget planner templates, why they are useful, and how to create your own.

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Asset management - definition, benefits, and examples

Read our introductory guide to asset management, why this is important, examples, and creating your own asset management plan.

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Game theory - history, definition, and how to apply it

Read our guide to the definition of game theory, its history, and how to apply it in business.

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Basic accounting equations: Their formula, and their purpose

A basic accounting equation is used to generate financial statements, regardless of the size of a business. So, what exactly is the accounting formula and why does it exist?

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Top tips for successful SaaS subscription management

Read our top tips for successful subscription management in SaaS business.

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Successful employee management for (small) business owners

Read our guide to successful employee management in (small) businesses.

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Search engine marketing - types, platforms, and keywords

Read our short guide on what search engine marketing (SEM) is, SEM types, platforms, and keywords.

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4 tips for staying ahead with your client’s cash flow

Delivering invaluable insight into your client’s cash flow will help them make better, more informed decisions regarding the health and performance of their business. Here are our 3 tips for staying ahead of client cash flow.

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Investment into a future category king

We hear from Camilla Mazzolini, Investor at firstminute Capital, who explains why her VC firm made an investment in Series A funding for Futrli. Read the original article on LinkedIn. At firstminute, we’re thrilled to announce our investment in Futrli as part of a £4m round alongside our friends from e.ventures and Notion Capital. Futrli […]

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What if your business could see the future?

We hear from Jos White, General Partner at Notion, who explains why he invested in Series A funding for Futrli. I’m thrilled to be announcing our investment in Futrli. The company is on a mission to help small businesses see their future in a way that hasn’t been approached before. We think this is a […]

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Take control of your data with tracking forecasting

We’ve launched tracking forecasting for more accuracy over your forecasts and reports! Benefit from: Accuracy: create snapshots and comparisons Control: track individual forecasts and budgets A full view: dive deeper into your data Snapshots: see where a business stands at a glance Comparisons: manage data side-by-side Precision: filter your data by category This update gives […]

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Futrli named Xero’s Practice App of the Year 2018

Futrli has been announced as Xero's Practice App of the Year 2018. CEO, Hannah Dawson, explains the significance of the award and Futrli's future plans.

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The Predict Engine - why is it next-gen anyway? What’s all the fuss about?

We’ve talked about how Predict is next-gen-zen for you running your business, and how it is not comparable to traditional forecasting. The crux is, next-gen means: No. Effort. On. Your. Part. Every day it does a tonne of stuff that you'd need to hire a team of people to do. But for the nerds like me out there, you might want to know what the next-gen bit actually means.

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Why Futrli is the small business forecasting accounting software you need yesterday?

Futrli is a new kind of prediction software that understands your unique business. With no effort on your part, it makes it easy to understand how your business is predicted to perform and de-risks the choices you make, transforming how you work and feel about your business.

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How to predict future growth and help your business succeed

Successful businesses don’t succeed just because they have a great service or product. They thrive because they’re always ready for what’s coming.

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The importance of training and development in the workplace

Investing in your people should be a top priority. They keep your business going and help you reach your goals. This is why you should invest in their skills. Consistency A structured training and development program is the best way to ensure consistency in your company. Regular training helps the whole team understanding tasks, procedures […]

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5 ways to improve employee satisfaction

“Clap along if you feel that happiness is the truth!” Are your employees clapping along to Pharrell’s smash hit on a Friday night because they love where they work? Or are they only excited because it’s two days escape from the grind? In honour of the International Day of Happiness, we’ve turned our attention to the happiness of your team. Here are five new tips to give a try so you’ll all be dancing happy by Friday.

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Our must have apps for businesses

It's a digital world! What's part of your tech stack? No matter which industry or team you're in, we've got a recommendation for you

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5 things your business plan must have

When you’re getting started, it’s important to set out your intentions for your company, but also to inject some of your personality into your plan. Your business plan will take you time and thought – and that’s a good thing. Nail what you’ve set out to do in the introduction to keep your reader or […]

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Tech: maker or breaker of productivity?

Does technology really benefit your business? Does it make you lazy and distracted? Or is it helpful and productive?

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Why do business owners leave their accountants?

1. Accountants not understanding the client business This doesn’t need to be complicated, but there are questions that need asking. How is your forecast looking this year? How did you perform against it last year? Business owners are sometimes let down by their accountant so this is your opportunity to step in and win their […]

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We’ve increased our connectivity with our new MYOB Integration

We’re excited to announce our newest integration with MYOB AccountRight! Benefit from: Quicker syncing: MYOB users no longer have to upload data manually, instead you can enjoy instant syncs Risk reduction: risk factors are removed as all your data stays in the cloud Our new integration service will fetch data, in this case from MYOB AccountRight, and […]

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How to perfect your small business recruitment strategy

Managing people requires you to keep an eye on multiple moving parts. One of the trickiest of those parts? Recruitment. It is expensive, time-consuming, and disappointingly often accompanied by a low success rate.

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Stop selling to clients, start advising them - Futrli

The core of advisory is the relationship between client and accountant. It’s not about selling. Relationships must be built and maintained for you to really add value and start to advise your clients. Meeting once a year for compliance reasons is a thing of the past.

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Learning to Use Sales Forecasting for Small Businesses

It's a small business owner's dream to make their company grow. But, when the economy is challenging and resources are scarce, how can small businesses manage? One answer is forecasting sales. Forecasting sales has been used by small businesses for decades as a way to stay in touch with what potential sales could be like over the next 6-12 months. It's not easy to forecast sales but this blog post will provide you with definitions as well as some basic "How To" information about using this technique so that you can start doing it yourself!

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Time is money: a speedy guide to quick time management strategies for accountants

In an industry where time is, quite literally, money, what can you do to save time and increase your productivity?

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3 ways to give clients a 360° view of their business

Forecasting Cloud-based forecasting shows you under the hood of a company, in real-time. That’s exactly what your clients need to move forward confidently. Each department and area of your business needs constant monitoring. Pulling data in from the cloud means information is accurate.

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How we put a price on Futrli and our advisory services - Aptus Accounting and Advisory

Rebecca Mihalic and James Solomons are Directors of Aptus Accounting and Advisory and here Rebecca shares some insight into their pricing strategy.

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6 financial reporting mistakes that kill business growth

Sometimes financial reporting goes very wrong. This blog lists the 6 worst financial reporting mistakes you need to avoid for a healthy business.

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Tips to Increase Your Financial Awareness with Xero: How and Why Small Businesses Can Use Their Account for Cash Flow Forecasting

Many small businesses struggle with cash flow forecasting. It can be hard to keep up with the day-to-day management of your business and stay on top of what's coming in, what you owe, and how much money is going out. If you are using Xero then you're already head and shoulders above a lot of small business owners. Xero is used around the world by thousands of accountants and bookkeepers, and for good reason.

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Have you tried our management reports or printable PDFs?

Futrli is a platform to facilitate having a conversation with your clients, effortlessly. We have hundreds of templates that are ready to go, straight out of the box for all your management reporting needs. You can customize them as and when you need to.

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What is an Effective Annual Interest Rate? Small Businesses Can Learn All About It

You can't be a successful business without an understanding of interest rates. But they're not always easy to understand because there's so much confusing financial jargon and acronyms floating around out there these days, which is why we want you to learn how the EAR works before it becomes too important for your company. In this blog, we're going to attempt to illuminate some of these points for you!

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How to avoid mistakes when reporting

Cloud automation significantly reduces risk factors in reporting. Using Futrli’s flexible date options when reporting you can quickly and simply select the appropriate date range for your report, and know the data is correct.

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5 Reasons to Implement Cloud Accounting Software Now

We speak to a lot of accountants here at Futrli. A lot of accountants. You are all unique and beautiful people but there is a common thread through almost all of the conversations that we have around implementing new cloud accounting software solutions. Time.Time is the biggest roadblock to accountants at the moment (and probably always will be). However, the time to act is invariably now - here’s...

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6 Ways to Fix a Negative Cash Flow

Sometimes it feels like cash is always going out and never coming in. Even if sales are high, it can seem like the company's cash position is dwindling. Keeping an eye on the cash flow is one of the most important things you can do as a small business owner, but it's also something that many people take for granted. This blog post will explore some common causes for negative cash flow and offer tips on how to fix them so you don't have to worry about running out!

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Why business advisors need to focus on forecasting:

Cashflow forecasting allows you to effortlessly change the focus of client conversations from the past to the present and future. Every company needs a budget, a forecast and monitoring of KPIs which alongside this information will give you the best window into the data of a companies financial health.

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5 uncertainties business owners face: are you forecasting change?

The uncertainty of the economy and unstable markets has placed many business owners in a difficult position. It's hard to know what will happen and how you can prepare for it, which is why we've compiled this list of uncertainties that all entrepreneurs face. If you're uncertain about what your next steps should be, take a look at these five things that may help shape your decision-making process going forward.

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How to Choose the Right Business Loan

Choosing the right business loan can be a stressful and daunting experience. Different products, confusing terminology, and varying interest rates can make it difficult to know where to begin.

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Trends vs Accuracy when Forecasting

Complete accuracy is not required when it comes to KPI reporting, scenario planning, and even a cash flow forecast. It goes without saying that accuracy is the ultimate goal for all accountants, but achieving said accuracy often requires a level of detail that isn’t always forthcoming from your clients.

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Top 4 Travel and Tourism KPIs

The tourism industry can be a challenging one to measure KPIs (Key Performance Indicators) for. You must ensure you keep your standards high to make sure customers return, and keep track of many moving parts. Tourism is an ever-growing industry with new people coming in all the time. With so many different offerings, it’s hard not to get lost in reporting metrics and never know which ones are most important for your success.

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7 Different Options for Funding for Small Businesses: Which One is Right For You?

Is a lack of cash stopping your small business from growing according to plan? Do you have a great business idea that you are excited to start but need funding? You're not alone. As a business owner, you may struggle with finding the right funding option for your growing small business. That's why we put together this guide on 7 different funding options available, including lending and financing as well as crowdfunding and angel investment. Read on to find out more about these options so you can choose the one that best meets your needs!

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4 Common Cash Flow Mistakes to Avoid at All Costs - A Guide for Small Business Owners

There is one thing that every small business owner should be focusing on, and that's cash flow. But when you're juggling everything else in your life - kids, a spouse, work - it can be easy to make mistakes with your finances. However, these errors can lead to serious consequences for your company as well as the rest of your life. As they say, knowledge is power… With that in mind, here are the main cash flow mistakes we hear about from our community of business owners and advisors, which you can now avoid at all costs.

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Boost Your Cash Flow

It’s no secret that small businesses are the backbone of our economy. In fact, 98% of all U.S. employers are small businesses and they employ 54% of the workforce! That means there is a lot on the line for these entrepreneurs to make it work, but cloud-based apps can help them achieve their goals without breaking a sweat (or going broke). From bookkeeping to cash flow forecasting, small business accounting software is helping small businesses across the world sleep easier at night and boost their cash flow.

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Managing your business: how to increase free cash flow for your business with Futrli

When you're running a small business, cash flow is always an issue. It's not just about the money coming in; it's also about the money going out. If your spending exceeds your sales, then there isn't any room for error or growth. This guide will help you take control of your cash flow by using Futrli, an online tool that offers real-time reporting and forecasting for all aspects of managing your business - from capital expenditures to receivables and payables.

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The Smart Way to Manage Your Cash Flow

Starting a small business is exciting, but it can also be stressful. There are so many things to think about! You need to make sure you have enough cash flow for your company, and that's where Futrli comes in. Our small business software makes cash flow forecasting easier than ever before because we take care of all the hard work for you.

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How to Forecast for Cash Flow and Cut Your Costs Using Cloud Technology

You've just opened your own business and you're wondering how to forecast cash flow. You want to make sure that you can plan for the future and stay on top of your finances so that your business doesn't suffer when times get tough. And, it's not just about forecasting - you also need a system in place to ensure that cash is coming in and going out as expected. How are you supposed to keep track of all this information?

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7 Cash Flow for Small Businesses Myths Debunked - Teaching Small Businesses About Cash Flow

Setting up and running your own small business can be an exciting time, but it comes with its fair share of stress. 90% of small businesses in the UK that fails every year are taken down by cash flow problems. In Australia, 40% fail due to inadequate cash flow or high cash use. Knowledge is power, so don’t fall prey to these common myths about business cash flow and get on top of your cash flow management.

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Cash Flow and Cash Management for Small Businesses: A Comprehensive Guide

As an entrepreneur, you might have many questions about small business cash flow and cash management. How much money do I need? When should I pay for things? Should I be keeping my funds in the bank or investing them elsewhere? The purpose of this article is to answer all your questions so that you can make sound financial decisions for your small business.

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6 Warning Signs of Financial Stress in Your Business: How Small Businesses Can Tell if they are Heading Into Uncertainty

It's a difficult time for small businesses. With the economy in its current state, it can be hard to tell if your business is heading into financial uncertainty or not. Stress takes its toll on the best of us but it can have a negative impact on anything from staff care to a reduced quality of your product to a further reaching effect on your loved ones or you as a person. In turn, this can make cash flow struggles even more serious. This blog post discusses 6 warning signs that may signal you are going down the wrong path and need to make some changes before it's too late!

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