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Mastering Cash Flow for Self-Employed Professionals

Written by Formations | Oct 28, 2024 6:42:29 AM

Effectively managing cash flow is essential for the success of any self-employed business, yet it remains one of the toughest challenges for freelancers, real estate professionals, and other independent contractors.

In our recent webinar, Mastering Cash Flow for Self-Employed Professionals, Formations CEO Shahar Plinner and Nick Cisler from Sequence shared targeted strategies to help self-employed individuals take control of their finances.

Whether you're aiming to improve cash flow planning, minimize your tax burden, or streamline your financial management, this webinar offers actionable insights tailored to your needs.

Watch the Recording

Key Highlights from the Webinar

  1. Understanding the Self-Employed Cash Flow Cycle: With income often varying from month to month, it’s crucial to anticipate when business might slow down and plan accordingly. By recognizing these patterns, self-employed individuals can better manage their expenses and save during high-earning months to cover leaner periods.
  2. Tool to Manage Expenses and Increase Savings: Blurring the lines between personal and business finances can make it difficult to accurately track money. By separating the two, you will simplify record-keeping, ensure accurate taxes, and improve overall cash flow management. Both Sequence and Formations offer solutions to help address these pain points for entrepreneurs. 
  3. The Power of Strategic Tax Planning: Many self-employed professionals unknowingly overpay in taxes because they’re not using the right strategies or taking advantage of available deductions. By implementing smart tax planning, independent contractors can lower their tax liability and free up more cash to reinvest in their business. 
  4. Building Financial Resilience: Since income can fluctuate unpredictably, having savings set aside during high-earning months ensures financial stability during leaner times. You'll have the flexibility you need to maintain cash flow regardless of seasonality.

     

About Sequence

Visualize your money flow, set smart routing rules, and control it all from one single, powerful platform with Sequence.


 

Stay tuned for more resources from Formations and our partners as we continue to bring financial strategies designed to empower the self-employed.