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…
Continue Read
Post Categories:

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…
Continue Read
Post Categories:

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…
Continue Read
Post Categories:

Financial Planning

Ready to look ahead at your financial future?

Copyright © 2025 Lookahead Advisory | Site by: WE ARE PDX

DISCLAIMER: Investment Design Management LLC (“IDM”) is a registered investment adviser in the State of Oregon. IDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by the State of Oregon. IDM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. IDM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Accordingly, the publication of IDM’s website on the Internet should not be construed by any consumer and/or prospective client as IDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from 'IDM'. Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides.

For information pertaining to the registration status of IDM, please contact the United States Securities and Exchange Commission on their website at or the state securities law administrators for the State of Oregon. ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.