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Check out @JStaatsCPA's New Tech for Accountants (2023) 👇 #CASTwitter and #TaxTwitter
Featuring me 🤖
FinDaily.io retweeted
Big news to share 🎉
@FinDaily_io has been selected as one of 16 fintech startups to reach the finals of the FATE Pitch Stage
Next month, I’ll be pitching live in New York City, alongside some of the most innovative minds in finance and accounting tech
Excited to represent Findaily and share our story
einpresswire.com/article/857… via @ein_news
FinDaily.io retweeted
Had a blast chatting with @kellie_parks on CAS Clarity in 5! 🎙️
Loved her energy and her genuine love for @FinDaily_io ❤️
Catch the full convo for more CAS insights 👇
FinDaily.io retweeted
CAS Clarity in 5 with @chaddavis
5 quick questions with CAS Leaders. Zero fluff
🎯 Firm Goal/Mission: High impact work + a meaningful life
⚙️ Favorite Tech Tool: I bet you cannot guess it. Drop a comment on what tool you think saves Chad the most time
📊 Favorite KPI: Future MRR
🔑 Getting Unstuck: Pack up the RV + reset
🔮Did Sooner in Their Firm: Capacity planning around the right business model
Full answers + insights → in The CAS Cache newsletter 🔗in bio
🤖💓
When someone you respect gives you a shoutout, it hits different
Thanks to @tailor_hartman for featuring @FinDaily_io in his newsletter, The Net Effect
If you're building CAS, Tailor is the real deal
Follow him and sub The Net Effect 🔗👇
FinDaily.io retweeted
It took 33.33 seconds, 4 clicks, 2 emails, and a code…
Just to check one client’s bank balance
And that’s without the failed login or opening the laptop
Now they use @FinDaily_io
No login needed to see:
• Bank balances
• Loans
• AR
• Sales
• Collections
• KPIs
One email. Every morning
Clarity → instantly
FinDaily.io retweeted
Over 40% of entrepreneurs check their bank account daily
Staying close to your cash flow is crucial
But checking balances isn't a strategy
It's a reaction
That's exactly why I am building @FinDaily_io
FinDaily automates that habit
And gives you a clear picture of your finances on autopilot
FinDaily.io retweeted
Replying to @luke_templin
Does it count if you got fin daily giving you the update !?
FinDaily.io retweeted
Entrepreneurs your bank balance is lying to you
It doesn’t show:
❌ Unpaid bills
❌ Outstanding checks
❌ Past-due invoices
The fix? Track weekly cash movements.
In The Mind of the CFO, I share:
✅ A simple tracking habit
✅ A template I use with CFO clients
✅ How to automate it with @FinDaily_io
Check it out in the 🔗 in my bio
FinDaily.io retweeted
Replying to @sodacitysimpson
Cole, overhead is def a number you should review at least monthly but that’s not the magic thing.
I think the more important numbers for an owner to know cold are things like:
Gross Rev - have a weekly or even daily sales target. Many don’t .
Gross profit as a % - all your variable expenses and direct labor (subs/w2 crews) should be above the line here. Incidentally, if you know this then you know your overhead too. (You should be trending this)
dLER - direct labor expense ratio which is for every $ you spend on direct labor how much profit comes out the other side?
dLER = Revenue (or Gross Profit)\Direct Labor Cost
Where Direct labor = wages (plus payroll taxes and benefits) of installers and crew members actually doing the roofing.
You can choose revenue or gross profit in the numerator depending on your focus:
•Revenue: focuses on productivity
•Gross Profit: focuses on margin efficiency
1.5 = You’re covering labor and overhead, but margins are tight
1.8–2.2 = Solid performance
2.5+ = Strong labor efficiency, pricing, and crew productivity
For example, if you pay your crew $10,000 and that labor produces $25,000 in revenue, your dLER is 2.5.
I love this metric because it tells you when you’ve got an issue with efficiency, price, or productivity and can be calculated for each job and the business. It also helps with when to hire. And you can do the same for management LER.
Last is over course NOI & cash.
To summarize on a daily/weekly level you should know and monitor these:
Gross rev (daily)
Gross profit %
dLER
NOI
Cash balance
@luke_templin has a cool SaaS called findaily.io that will email you all of this info daily and is super cheap… like $5/month.
My $0.02
FinDaily.io retweeted
Replying to @luke_templin @FinDaily_io
This to me seems like a game changer for our industry. Being able to help firms automate delivery of advisory services.
FinDaily.io retweeted
🚨A couple of Black Friday deals for accountants 🚨
Deal 1 - 30% off @FinDaily_io for 3 months with code BF2024. Get automated real-time financial information delivered to you while you sip your morning coffee☕.
Deal 2 - $100 off my How to Start Offering Advisory Services in Your Accounting Firm course with code BF2024. Learn how to start offering CAS before a flat tax wipes out your tax firm 😜
Both deals expire on Monday (12/2). Links in comment 👇
FinDaily.io retweeted
🚨A couple of early Black Friday deals for accountants
Subscribers to my newsletter, The CAS Cache, will get a better deal tomorrow morning. Link 👇 to subscribe
Deal 1 - 30% off FinDaily for 3 months with code BF2024. Get automated real-time financial information delivered to you while you sip your morning coffee☕.
Deal 2 - $100 off my How to Start Offering Advisory Services in Your Accounting Firm course with code BF2024. Learn how to start offering CAS before a flat tax wipes out your tax firm 😜
Both deals expire on Monday (12/2). Links in comment 👇
FinDaily.io retweeted
Client: I love ❤️ our @FinDaily_io email
Me: Please tell me more
Client: It is simple and gives me the exact information I want to see. The current month sales vs. goal motivates me. Also, I know what clients to talk about collections before meeting with them
As accountants, we tend to overcomplicate
Our clients typically only look at bank balances throughout the month. Then, when month-end happens, they are frustrated b/c they cannot course-correct
FinDaily provides business owners automatically with a simple snapshot of their business finances so they can be proactive rather than reactive
FinDaily.io retweeted
📢 Exciting news!
We added formulas in @FinDaily_io
Check it out 👇
FinDaily.io retweeted
99% of entrepreneurs want real-time financial data from their accountant
Most think they want a dashboard until month 2️⃣—when they stop logging in
We are building @FinDaily_io to meet owners where they live— in their inbox
📧Delievered 🔢 > dashboard > 37+ day old 🔢
FinDaily.io retweeted
📢 Exciting news!
You can add multiple Plaid integrations in @FinDaily_io for $5/integration
Here are a few use-case examples:
- Connect multiple bank, credit, and loan accounts to one email
- Multiple businesses in one email
- Personal accounts in an email
FinDaily.io retweeted
📢Exciting news!
We launched @FinDaily_io on @ProductHunt today!
I'd love ♥ your support and feedback👇
producthunt.com/posts/findai…












