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

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

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