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Surprise Bills & Your Organization

Getting a bill for an unexpected expense can put a significant dent in your

business’s cash flow. Here are some tips your business can use to deal

with a surprise bill.





Stick to a reconciliation schedule

The best advice is to be prepared for the unexpected. Do this by knowing

how much cash you have in your bank account at any given time. This is

done by sticking to a consistent bank reconciliation schedule. Conventional

wisdom suggests reconciling your bank account with bills paid and revenue

received once a month. But if your business doesn’t have that many

transactions, you could reconcile once every two or three months. No matter

what time frame works for you, be consistent with your review!


Create a 12-month rolling forecast

This exercise projects cash out twelve months. Then each new month you

drop the prior month and add another month one year out. This type of a

forecast will reflect the ebbs and flows of cash throughout the year and

identify times that you'll need more cash so when a surprise bill shows up,

you know exactly how it will impact your ability to pay it.


Build an emergency fund

Getting surprised with an unexpected business expense isn’t a matter of if

it will happen, but when. Consider setting money aside each month into an

emergency fund to be used only in case of a significant expense. A longer

term goal could be to save enough money to cover 3 to 6 months of operating

expenses.


Partner with a business advisor

Even small businesses sometime need

help keeping their cash flow in line and avoiding unexpected expenses.

Please call if you have any questions about organizing your business’s

cash flow and preparing for surprise expenses.

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