Kathy Gregory

The Benefits of a Financial Forecast to Your Small Business

As a small business owner, financial forecasts offer several advantages for your business. Let's dive into the benefits you'll experience by having a financial forecast. Planning and goal setting using your forecast Financial forecasts help you plan for the future by projecting your revenues, expenses, and cash flow. They enable you to set realistic financial goals and develop strategies to achieve them. With a clear vision of expected outcomes, you can align your actions and resources to drive growth and profitability. Better decision-making with a forecast Financial forecasts provide valuable insights to support your decision-making process. By anticipating future financial…
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Budgeting and Forecasting, Financial Planning
Kathy Gregory

Your Growing Business Needs A Better Budget

You know that budgeting is an important part of managing your business, but most small business owners tell us that budgeting is a boring, and time consuming task with little benefit.  It’s true that traditional budgeting can be a waste of time. But when done correctly, it becomes a useful and even funexercise.  That's because a good budget works for you: It delivers the insights you need to manage your business with confidence day-to-day, and make informed financial decisions to achieve your goals over time. But to get this type of budget you have to take your process a bit farther––do a…
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Budgeting and Forecasting, Financial Planning
Kathy Gregory

Want to make your first financial forecast? Here’s a 4 step playbook

You're working every day in and on your business, wearing many hats: solving emergencies, making quick decisions, and jumping anywhere in the business you're needed that day. At the same time, there are things you want your business to achieve, and you balance your day-to-day with thinking about the future. You know you have to take the right steps and make the right decisions, to reach your long-term goals. Wouldn’t it be great to have a roadmap for all of it? Something that shows how your business is doing today, how it will do in the coming years, and the…
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Budgeting and Forecasting, Financial Planning
Kathy GregoryNo Comments

3 signs your small business needs a financial forecast, and 1 sign it doesn’t

Are you curious about financial forecasting for your business? A forecast is a fantastic tool that lets you look ahead at your business’s profit and cash, and other key financial indicators, which means you make more confident decisions. It’s better than a budget because it projects 3 to 5 years out, and it’s updated every month to keep pace with the changing dynamics of your business. With a forecast you’ll always be able to see your expected profit and cash month to month and year to year. As well as other metrics like receivables and payables, and even equity. So…
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Budgeting and Forecasting, Financial Planning

Ready to look ahead at your financial future?

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