How to regularly track your finances

cleaning company financesYou probably get your cleaning company finances reports (Profit and Loss Statement and Balance Sheet) every month.

So you glance at the “net profit” on the P & L and think, “I’ll look at this stuff later.”

If you are anything like me that probably never happens.

Use this weekly report to get a snapshot of where your cleaning company finances are and what is coming down the road.

Download “Weekly Financial Flash Report” quickFIX-RESIDENTIAL-financial-flash-report.pdf – Downloaded 4162 times – 242 KB

2 thoughts on “How to regularly track your finances”

  1. Steve, Great advice, as usual. I like to track number of REVIEWS as well.
    Is there a deeper explanation of the “Cheerleader index numbers” somewhere that you can provide a link?
    ~Mike

  2. Thanks for reaching out, Mike! As you state, 5-star online reviews should be a key component of your ‘Cheerleader Index’ for each employee. I suggest to my clients they set up a ‘grading system’.

    For example, give the employee 10 points for a 5-star review (maybe 20 if the client mentions them by name?), 5 points if the job was marked excellent on the returned Customer Comment Card (yes, snail mail still works!), etc. Then be sure to reward your techs. (I liked cold, hard cash handed out publicly at our weekly staff meetings!)

    Let me know what you come up with, Mike, and thanks again for your comment!

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