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 Gregory

Building a Business? Get a Financial Forecast Instead of a Budget

Your business—your dream—is up and running! The word is out. You have customers. Your products and services are special, and they are meeting the needs of your customer base. Congratulations! Maybe you have an accountant by now, or maybe you are doing your own accounting using either Quickbooks or Xero (both good choices). Accounting is important to stay compliant and to know how your business performed in key financial metrics, like revenue, profit, cash, and earnings. You'll want to be sure to stay on top of your accounting and get monthly reports from your bookkeeper. You might also have a…
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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
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