@@JasonOnFirmsPodcast I provide a weekly snapshot of cash, A/R, cash collected (accrual accounting), credit card balance and room, A/P, Trust Accounts and liabilities, comparative monthly revenue, comparative ytd revenue, and accrued sales taxes. I also highlight things like upcoming 3 payroll months, as well as WIP lockup (time to convert WIP into cash), and the collections break even target for the month.
@@JasonOnFirmsPodcast I'm providing a weekly snapshot of cash, trust balances, comparative revenue (month over month, and YTD), credit card balances and room, A/R, A/P, as well as sales tax payable at the end of the quarter. I've added custom reporting to show collections vs monthly break even target, and how fast their WIP is being converted to billings and cash in the bank.
Big fan of FinDaily!
What are you using it for? Just general recurring finance related updates or something more specific?
@@JasonOnFirmsPodcast I provide a weekly snapshot of cash, A/R, cash collected (accrual accounting), credit card balance and room, A/P, Trust Accounts and liabilities, comparative monthly revenue, comparative ytd revenue, and accrued sales taxes.
I also highlight things like upcoming 3 payroll months, as well as WIP lockup (time to convert WIP into cash), and the collections break even target for the month.
@@JasonOnFirmsPodcast I'm providing a weekly snapshot of cash, trust balances, comparative revenue (month over month, and YTD), credit card balances and room, A/R, A/P, as well as sales tax payable at the end of the quarter. I've added custom reporting to show collections vs monthly break even target, and how fast their WIP is being converted to billings and cash in the bank.
There are around 430 views on a lot of these videos. So much great information!
You should add more people on your podcast
So you want that ai voice assistant with the really thick Bostonian accent?
Can you do a video on the price a firm pays for staying w the old legacy practice management software?