Critical cash flow management strategies for your small business

Managing cash flow in any business is essential. Without cash flow, a business can hardly ever survive. What does a healthy cash flow look like? And, how do you manage something like this in a trade business?

Cash flow can be defined as the net cash and cash equivalents transferred in and out of a business.

In simple terms: How much many is coming in from jobs, etc? How much money goes out of the business bank account to cover expenses, etc.?

Now, a business can be highly profitable and still run into cash flow problems. Let me give you an example:

  • Business X has won a very lucrative tender. Works are scheduled to be completed within three months and payment to be received 30 days after completion of works.

  • Materials are purchased upfront with EOM + 30 days payment terms.

  • The business owner decides to only run a couple of other small jobs during the same period of time and have all employees work on the project.

  • After three months, the business bank account is stretched to the limits

What happened?

  • Invoices and employees’ pays were due before the project even finished

  • There was hardly any incoming cash as no other works were carried out

  • Cash was flowing out at a higher rate, without cash flowing in

On paper, business X seems to be highly profitable. However, their cash flow management during the project phase was highly negative and could have caused serious problems.

How to prevent a scenario as outlined above? By implementing cash flow strategies:

  1. Cash flow forecasting:

    To predict future cash inflows and outflows, create a cash flow forecast. This will allow to plan expenses and investments better and identify potential cash flow gaps before they occur.

  2. Implementing efficient cash management practices:

    To minimize the time required to collect receivables and to maximize the tie needed to pay payables, which aids in cash flow optimization.

  3. Maintaining optimal inventory levels:

    Keep appropriate inventory levels to avoid overstocking (ties up cash) or understocking (leads to lost sales). Apply effective inventory management practices.

  4. Effective credit management:

    A good credit management system should include credit limits and payment terms for customers and monitoring accounts receivable to ensure prompt payment.

  5. Access to credit facilities:

    In an emergency, access to lenders and credit facilities is essential. Establish good relationships.

  6. Efficient expense management:

    Carefully monitor and optimize expenses where possible. Eliminate unnecessary expenses, lower costs, and negotiate better supplier terms.


There are multiple ways of managing cash flow in a small business. Strategic planning and periodic reviews are a great start to implement those strategies.


Perfectly Organised NT can assist with a financial review and strategic business planning & management. Find out more!

Perfectly Organised NT - helping small business owners in Australia manage their business.

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