244 - What is Your Cash Strategy? with Lisa Dionisio

Dive into cash flow strategies with financial expert Lisa Dionisio. Discover how to build a cash cushion, the importance of knowing your numbers, and strategies to prevent cash crises. Listen now!


Time Stamps

  • 02:49 - Episode Intro

  • 03:11 - Meet Lisa: CPA and Financial Expert

  • 05:16 - Lisa's Take on the Profit First

  • 08:49 - Understanding Business Strategy and Cash Flow

  • 17:51 - Accounts Receivables

  • 23:23 - Getting a Line of Credit

  • 25:41 - Maintaining Good Cash Flow

  • 30:46 - Knowing Your Numbers

  • 33:16 - Managing Your Overhead

  • 38:15 - Legacy Clients and Overhead Management

  • 38:38 - Cutting Recurring Expenses

  • 42:12 - Project Timelines and Overhead Impact

  • 44:04 - Building a Cash Cushion

  • 45:04 - Monitoring Cash Flow and Early Warning Signs

  • 58:17 - Practical Steps to Financial Stability

  • 01:04:53 - Episode Outro

Snippets from the Episode

  • “A lot of times, the low-hanging fruit is the receivables.” - Lisa Dionisio

  • “ I always say, just get the line of credit. Don't pull on it, but it's just your safety net.” - Lisa Dionisio

  •  ”Overhead is tough to get down. So don't get it up in the first place.” - Martin Holland

  •  The truth is, if you don't have the cash, if you haven't done a line of credit, or you don't have a way to get a decent interest rate cash, then you're going to be up a creek if you're not getting enough up front.” -Lisa Dionisio

Resources

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245 - Build Your Cash Flow Forecast with Jakob Kirschner (Live Tutorial + Template)

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243 - Easy Cash Management with Profit First (Live Tutorial + Template)