#103 - Numbers Tell The Truth: Build A Business That Spins Cash, Not Just Inventory
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Record Q4 sales can hide a painful truth: without clean books, you may be celebrating revenue while bleeding profit. We sit down with ConnectBooks CEO Nachman Lieser to unpack a simple but powerful idea—your books are the story of your business, and the clearer the story, the smarter your decisions.
We start with the real shocks sellers faced this year, from tariffs to rising storage costs, and show how to see their impact on margins instead of guessing. Nachman explains why comparison reports matter on big promo days, and how to allocate returns and storage fees to the correct months so December’s P&L reflects reality. That single shift often exposes loss-making SKUs masked by flashy sales. We also dig into landed cost, overhead, and category splits so you can know your true break-even by product type and stop relying on gut feel.
Cash flow takes center stage as we explore inventory age and turnover. If monthly COGS is $300k, why is $2.5M tied up on the shelves? Learn simple thresholds to right-size inventory, reduce carrying costs, and improve liquidity. Nachman highlights how Costco wins with roughly 3,800 SKUs and high turns—and how that mindset can guide smarter purchasing, forecasting, and pricing in your own catalog. The payoff: fewer heroics, more control, and a bank balance that matches your effort.
If you want a clearer P&L, healthier cash flow, and a calm plan for Q4 and beyond, this conversation maps the path. Subscribe, share with a seller who needs a margin wake-up, and leave a review with the one metric you’ll track differently this week.
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