Cash flow and inventory planning can make or break your small business. Creating complex forecasting and budgeting tools is challenging and hard to keep up to date. In this session, we will break down your business into financial components and get you set up for the next year of forecasting and budgeting.
What we'll do:
- We will complete a full debrief of your business. Learning what makes it tick will allow us to better set you up for the future.
- We will be breaking down your business income and expenses components. This will provide education on how to do it when you need to add new expenses or revenue streams in the future.
- We will set up a forecast for the next year together. This model will allow you to make adjustments in the future.
- With the forecast, we will pull out each expense's budget.
Experienced Operators Director with a demonstrated history working in fast-paced startups.