What 80% of Businesses Don't Know: Tips for Improving Your Working Capital Management

What is the number one way to prevent failure inHomework: Review how long you usually take to
business? Take a minute to really think aboutinvoice a client. If that period of time exceeds a
your answer. What comes to mind? Increasingweek, have your staff shorten that time. This
patients or customers served? ... Effectiveadjustment will decrease the payment time by as
marketing? ... Location, location, location? ...much as 25 percent.
Improving patient or customer care? ... Being theStrategy No. 3: Collect Past Due Accounts
best in your industry?Do you have a significant number of invoices out
Although these are all essential aspects ofmore than 60 days? If so, is your staff doing
business, the answer isn't any of the above. Theanything to shorten this timeframe? Call the
number one way to prevent business failure is toclients whose invoices have been out 30 days and
properly manage your working capital.inquire about the invoice. Devoting a few hours a
To ensure that we're all on the same page,week to completing this task is money well spent
working capital is simply defined as the differenceif it ensures that even half of your outstanding
between your current assets and current liabilities.invoices are paid a couple of weeks earlier.
If this figure is positive, you have working capitalSome delays in the healthcare industry, for
available. This working capital may exist asexample, are intentional. Prolonging the turnaround
inventory, accounts receivable, or cash on hand.for payment controls costs. In these cases, you
Working capital management is a criticaldon't have any recourse. As any doctor can tell
management issue for growing businesses oryou, calling the insurance company to inquire about
medical practices. Take the example of a growinga claim can be a fruitless task.
doctor's office: As expenses rise with patient-loadHomework: Review your collections procedures
increases, you accrue more outstanding cash,and tighten up your ship, if needed. Assign one
particularly before receiving reimbursement fromperson to follow up on invoices outstanding for
the health insurance payors. At this point, yourmore than 30 days. Realize, though, that
incoming cash does not nearly offset your costscollections results fluctuate with your clients'
going out. This may be manageable while youpriorities. Don't count on this as your only means
work with payments for past services; however,of improving your cash flow.
eventually the time lag may become a significantStrategy No. 4: Turn Existing Equipment Into Cash
stress-point for your business.As we know, keeping current with technology
By adopting a few working capital managementimprovements are constant and necessary to
strategies, you can make your assets work forremain competitive. Leasing is a way to stay
you, without becoming beholden to banks.up-to-date without incurring the charges of
Strategy No. 1: Get Paid Nowfrequently buying new equipment.
Let's take a look at the most obvious area:But have you ever considered leasing equipment
accounts receivable. What do your receivables dothat you already own? One option is selling your
for you when they are not being paid? While yourequipment to a leasing company, and leasing it
profit margins may look stellar if you have a lotback from them. This way, you generate some
of orders, you have essentially loaned all of yourcash for your business. You will, of course, incur
clients the amounts of your invoices-until theythe lease payments.
decide to pay you. Doctors, in particular, know theHomework: Take stock of what you own. If you
pain of this situation. Insurance payors areneed capital, contact a few leasing companies and
particularly adept at prolonging the time forgauge their interest in purchasing equipment for
payment; they realize that the longer they takeyou to lease back. Alternatively, a Certified Cash
to pay, the greater their profit margins.Flow Consultant will shop for you. Since they are
Is this just another cost of doing business? Well,independent consultants paid by the leasing
not necessarily. Eighty percent of small businesscompanies, you will avoid any additional charges.
owners, medical practitioners, and small hospitalsStrategy No. 5: When In Doubt, Outsource
are completely unaware of a resource FortuneOutsourcing certain support areas of your
500 companies have used for decades: accountsbusiness, in which you are not an expert, is an
receivable funding.excellent way to reduce payroll and insurance
Banks often measure accounts receivable at ascosts. You will spend a higher dollar per hour for
low as 50 percent of their overall value asimporting experts, but the reduced costs (no
collateral for a traditional loan. In accountshealth or workers' compensation insurance) usually
receivable funding, however, accounts receivablecompensate for the cost variance.
are calculated at full value. Plus, you accrue noBe sure to hire these experts with as much
debt for this financing, as you essentially sell yourdiligence as you would any in-house employee. As
accounts receivable for payment against the fullyou'll typically retain this type of assistance
value.through specialty staffing houses, interview the
Perhaps the idea of selling your revenue streamindividuals to be assigned. As integral members of
makes you nervous. But consider this: You usuallyyour team, they must be as reliable as any
receive 80 percent of the entire amount of theemployee on your payroll.
invoice within one or two days-at least 28 to 118Homework: Contact area firms that provide the
days sooner than usual. This cash injection allowskind of staffing you need. Compare the cost of
you to make capital improvements for yourthose contracts against the cost of keeping these
business to generate more revenue, leverage thestaff on payroll. Be careful: Consultants can get
cash for discounts on your inventory, coverexpensive, so be sure to build cost controls (i.e.,
operating costs, or provide bonuses to yourfixed fee for a weekly basis or hourly with a "not
employees, for instance.to exceed" clause) into your contract. Be clear on
As your invoices are paid, your funder will repaytheir scope of work, to whom they report, and
the other 20 percent, minus the negotiated feehow you define satisfactory performance. In
(average four to five percent of the invoicedaddition, you must directly approve any staff
amount). Don't get hung up on the "cost" of thechanges.
funding. With proper management of those funds,Strategy No. 6: Inventory When You Need It
you will more than make up for fees by theInventory that sits in the warehouse, not being
investments made in your business. Yoursold for income, eats away at your available cash
day-to-day business costs may stay the same,flow. It is an asset, sure, but it should not become
but the tremendous increase in incoming cash willa liability because it is not quickly converted to
enable you to rest easy.cash. Over-ordering of inventory gets many
Homework: Review your accounts receivablebusinesses into trouble.
aging report. Note the average payment timeReview your inventory forecast all the time, and
from one of your best clients or insurance payors.be aggressive. Know your options in times when
Assuming payment of 80 percent of the invoiceyou have shortfalls. Fulfilling customer orders on
value in 48 hours, make a list of ways to usetime is a number one priority, so don't take
that money for your business:unnecessary risks. If you simply hoard inventory
- Cash discounts on inventory (estimate in dollarto offset any chance of being caught off-guard,
amounts).you lose the potential profits made by managing it
- Buying or leasing new equipment (anticipatedmore aggressively.
return in additional sales).Homework: Review your current and projected
- New marketing campaign (anticipated additionalinventory for the coming months. Do you need to
revenue).make changes, or is it all under control? Make any
After you total the increased income generatednecessary calls to your suppliers to negotiate
by implementing this strategy, you can easily seebetter terms or better understand their supply
the real benefit.controls.
Strategy No. 2: Shorten Your Operating CycleMake Your Working Capital Work for You
Your operating cycle starts when you take cashWorking capital management is a key element to
out of your account to begin work for a client,business success and the number one way to
and ends the day the client pays you. If youprevent business failure. By implementing
complete a project on Tuesday, for instance, butstrategies such as accounts receivable funding,
do not invoice until the following Friday-or evenoutsourcing, or inventory management, your
the end of the month-you lose days of income.business can optimize the return on assets it
Since you need the cash in your account-not justalready possesses. Your company will then be well
in your profit margins-you must minimize the timepositioned to handle future growth or economic
between service rendered and service invoiced.downturns.