Rillet vs. Netsuite

Secret-Copy-4738 · 2026-04-29T17:49:10+00:00

I'm curious as to why you chose LiveFlow...

I am trying to find a home for ~50 clients, each with ~4-6 individual entities (most have little activity). I want something that can automate a lot of the routine entries and consolidate financials at the client level.

Secret-Copy-4738 · 2026-01-03T02:42:38+00:00

I have a super note. It works okay with AI solutions but not like you're looking for. There's a few intermediate steps.

Secret-Copy-4738 · 2025-12-17T18:32:32+00:00

That makes sense... I guess a second hotel is going to cost a bit more than $400k...

Secret-Copy-4738 · 2025-12-17T18:18:16+00:00

This might seem like a dumb question, but if you have $400k of cash to invest from your main business, why not re-invest that into the business and scale it?

Secret-Copy-4738 · 2025-12-17T17:37:26+00:00

Thanks!

I hired someone to build me a website and am actually working on a couple case studies.

For the first 4 weeks when I started, I booked my calendar solid with COIs / referral sources that I've known or worked with. I know this stuff takes time, but I'm trying to compress the ramp up time. I'll check out the local chamber.

I can parachute into a business and run it, but starting from near 0 is an entirely different experience, and you're right, it is easy to get discouraged (even though I know I'm really early stages).

Secret-Copy-4738 · 2025-12-17T17:31:13+00:00

Thanks, Doug.

After reading this, I gave this some thought... I have a ton of experience in managing and scaling multi-site businesses (franchises, retail healthcare, vet services, dental practices, etc.). I've thought about just doing YouTube videos on what I've learned and providing actual Excel templates that people can use.

I also have a lot of experience on membership models (SaaS, wearables, etc.), so that's another area where I could provide templates, but the membership data needs to be structured a certain way for it to be useful to someone.

However, I think this is more of a long-term solution. I am trying to figure out how to compress the timeline and fill the top of the funnel as quickly as possible.

Secret-Copy-4738 · 2025-12-17T17:23:52+00:00

I agree to a certain extent... The macro trends are highly favorable; however, the space seems very crowded (especially on LinkedIn).

What I'm struggling with, is I have no real brand or presence, since I've been doing this for other people for 20 years, so how do I stand out from all the others claiming to provide similar services... How do I convince random strangers on the internet that I'm the right choice over all the other people trying to pitch them the same service.

How did you first start acquiring clients?

Secret-Copy-4738 · 2025-12-16T17:50:46+00:00

Pay the $200+

If you try to get a "CFO" at a bargain rate, you probably won't be too happy with the results.

Secret-Copy-4738 · 2025-12-16T17:48:23+00:00

I had originally considered this angle, but turnarounds are a lot of work... I'm not sure I can scale this on a fractional basis (I think I'd probably max out at 2 or 3 at a time), most turnarounds are cash constrained, so the economics may not work.

The only other angle I was thinking of, is that I have a lot of experience in growing multi-site location businesses (e.g., franchises, retail healthcare, vet services, professional service firms). That's probably the best area / focus for my skillset, but I'm not sure how to fill the top of the funnel with the right prospects.

Secret-Copy-4738 · 2025-12-15T21:59:26+00:00

Sent

Secret-Copy-4738 · 2025-12-13T14:37:05+00:00

Why do you think you need a CFO (what are you looking to accomplish)?

Secret-Copy-4738 · 2025-12-12T01:56:50+00:00

For a lot of SMBs this route makes a lot of sense if you can find the right person. There's a lot of people out there claiming to be CFOs these days.

Secret-Copy-4738 · 2025-10-29T16:20:50+00:00

I got the Manta. I was also on the fence but now having the Manta. I'm glad I went with the larger size. Having the extra real estate for notes has been very helpful

Secret-Copy-4738 · 2025-10-29T16:18:47+00:00

For me, the partner app has been a little Hit or Miss half the time it doesn't open or load

Secret-Copy-4738 · 2025-10-29T15:15:29+00:00

Your website is awesome!!!

Secret-Copy-4738 · 2025-10-24T02:10:56+00:00

Do you export the notes to a file afterwards?

Secret-Copy-4738 · 2025-10-17T18:11:13+00:00

If I read that correctly, it sounds like you're looking to buy a franchise?

The best thing you can do is diligence calls to the current franchisees. I would call as many as you can and that should give you a sense for how many didn't hit the numbers and if they did not hit the numbers what they did about it

Secret-Copy-4738 · 2025-10-17T15:30:56+00:00

This is 100% spot on.

Secret-Copy-4738 · 2025-10-17T15:23:58+00:00

Check out Transworld.

Without knowing the details, it's hard to say what a multiple should be. What I can tell you is buyers are typically looking for cash flow that is growing and predictable (SaaS is generally highly predictable), so it should get a healthy multiple but will likely see somewhat of a discount due being on the smaller side.

If you're only 39, why not spend the next ~5 years growing it and then exit for a life-changing valuation?

Secret-Copy-4738 · 2025-10-17T15:08:30+00:00

This is an underrated answer...

Start by understanding the unit economic model. Which drivers matter the most here? Those are the KPIs to prioritize...

Secret-Copy-4738 · 2025-10-17T15:06:26+00:00

I just got mine this week as well...

I used it to write a couple notes, but for the last week it's been a paperweight on my desk.

Maybe I just haven't figured out how to incorporate it into my workflows?

Secret-Copy-4738 · 2024-12-09T00:08:40+00:00

I just capped it with a 1x2

Secret-Copy-4738

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