Podcasts about financial forecasting

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Best podcasts about financial forecasting

Latest podcast episodes about financial forecasting

Business Strategy
113: The Hidden Cost of Growth (Fix This Before Scaling)

Business Strategy

Play Episode Listen Later Jun 2, 2025 17:51 Transcription Available


Send us a textIn this episode of The Margin Method, Steve unpacks one of the biggest traps business owners fall into: growing revenue while losing margin. Through real-world stories and hard-won insights, he explains why more work doesn't always mean more profit—and how pursuing the wrong clients, underpricing jobs, and scaling without systems can erode the very thing that makes a business sustainable.Steve introduces the concept of the “margin gap,” why it happens, and what to do about it. Whether you're under a million in revenue or pushing past ten, this episode will challenge your assumptions about growth and guide you to a smarter, more profitable path. If you're ready to stop chasing volume and start building value, this one's for you.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Support the show

My Business On Purpose
The Dickie & Donny Show Episode 9: Financial Forecasting – The One Tool That Brings Radical Clarity to Your Business

My Business On Purpose

Play Episode Listen Later May 30, 2025 32:02


Worried about where your business is headed financially—or if you'll even break even? In this episode of The Dickie & Donny Show, BOP Business Coaches Shawn “Dickie” Stinson and Brandon “Donny” Gray dive into one of the most powerful tools in your business toolbox: financial forecasting. They'll show you how to build a clear, straightforward spreadsheet to project your revenue, costs, and profit—so you can plan ahead, avoid surprises, and lead with confidence. Whether you're thinking about growth, hiring, or just need better visibility, this episode gives you the tools to take control of your numbers. LISTEN now and start making financial decisions—on purpose. Are you working IN your business or ON your business? Do you have all of the foundational elements that will liberate you from the business chaos? Take the assessment to find out which areas you can grow and improve on. Take our Healthy Owner Business Assessment HERE➡️ http://mybusinessonpurpose.com/healthy SIGN UP for our Newsletter HERE ➡️ https://www.boproadmap.com/newsletter For blogs and updates, visit our site HERE ➡️ https://www.mybusinessonpurpose.com/blog/ LISTEN to the Business On Purpose Podcast HERE ➡️ https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210 SUBSCRIBE to our YouTube channel HERE ➡️ https://www.youtube.com/channel/UCbPR8lTHY0ay4c0iqncOztg?sub_confirmation=1

OpenTreasury
Leading Practices in Treasury: Cash Forecasting

OpenTreasury

Play Episode Listen Later May 30, 2025 16:51


Tune in as Pushpendra Mehta and Paul Galloway dive into the third topic in the series: Cash Forecasting. Tune in for deeper insights. You can explore the Leading Practices in Treasury eBook or its audiobook by visiting here For a visual overview, watch the video version here

The Treasury Update Podcast
Leading Practices in Treasury: Cash Forecasting

The Treasury Update Podcast

Play Episode Listen Later May 26, 2025 16:53


In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Tune in for deeper insights. Want to dive deeper into Leading Practices in Treasury? Download the eBook or listen to the audiobook here Alternatively, you may view the video version here

The Self Storage Podcast
The CFO Playbook for Storage Pros

The Self Storage Podcast

Play Episode Listen Later Apr 28, 2025 22:39 Transcription Available


Send us a textScott Meyers takes us on a no-nonsense deep dive into the critical role of financial oversight in self-storage businesses.Whether you're a one-facility operator or managing a growing portfolio, Scott makes it clear: if you don't have a CFO, you are the CFO. Using Warren Buffett's wisdom as a launching point, he breaks down the essential monthly, quarterly, and annual financial cadences every owner must adopt. From budgeting realistically (no pie in the sky numbers!) to analyzing rolling 13-month cash flows, and from understanding why trends matter more than isolated data points to the perils of missing tax deadlines—Scott outlines how strategic financial management can make or break your business. LISTEN FOR5:52 Why Two Sets of Books (Cash vs Accrual) Matter7:25 Monthly Cadence: How to Review Your Financial Health9:05 Rolling 13-Month Cash Flow: Your Financial Crystal Ball10:43 Don't Trust REIT Benchmarks: Your KPIs Should Be Yours16:04 Mastermind P&L Showdown: What Real Operators Are Doing19:17 Three Essential Questions for Every Financial MeetingWatch For7:45 How a Missed K-1 Can Cost You Investor Trust11:00 Rolling 13-Month Cash Flow: See the Trends, Avoid the Traps14:50 What the Balance Sheet Really Tells You19:20 Financial Forecasting: 90 Days Forward22:00 The 3 Key Questions for Every C-Suite MeetingLeave a positive rating for this podcast with one clickCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.

Business Strategy
104: You're Making Money- So Why Is There No Cash?

Business Strategy

Play Episode Listen Later Apr 18, 2025 17:12


Send us a textYour income statement says you're winning so why does it feel like you're broke? In this episode of Strategy. Scale. Exit. Steve unpacks one of the most common (and costly) issues business owners face: the disconnect between profit and cash. Through relatable stories and a simple four-step framework, he explains why profit is just the story and cash is the truth. If you've ever skipped a paycheck to make payroll or felt financially stuck despite growing revenue, this episode is your roadmap to clarity, control, and real cash flow confidence. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

Boosting Your Financial IQ
163: Why is My Business Not Making a Profit?

Boosting Your Financial IQ

Play Episode Listen Later Apr 7, 2025 25:07 Transcription Available


Send us a textMaster business finance for free with 100+ video lessons—no gimmicks, no hooks, just valuable knowledge: https://www.byfiq.com/Your company is generating real revenue, but where's the profit? In this episode of Boosting Your Financial IQ, Steve unpacks the most common (and often hidden) reasons businesses struggle to turn revenue into bottom-line results. From product-market fit to pricing, from customer experience to capital structure Steve reveals the pitfalls that drain profitability and how smart founders fix them. If you're leading a $3M–$20M company and wondering what's holding you back, this episode is for you. Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for our April 8th financial workshop here: https://www.coltivar.com/register-for-byfiq-workshop-apr-8Support the showRegister for our April 8th financial workshop here: https://www.coltivar.com/register-for-byfiq-workshop-apr-8 Support the show

CPA Trendlines Podcasts
Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS

CPA Trendlines Podcasts

Play Episode Listen Later Mar 31, 2025 1:50


Predict future cash flows effortlessly with Microsoft Excel's Forecast ETS function.Quick Tech TalkWith Steve YossCPE TodayDive into one of Excel's most powerful yet underutilized tools: the Forecast ETS function. Whether you're an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate. MORE STEVE YOSS MORE TECH With just a few clicks, Forecast ETS allows you to project future cash flows based on historical data, helping you anticipate upcoming revenue, expenses, or trends. Need an even simpler way to visualize your forecasts? The Forecast Sheet function automates the entire process, generating an easy-to-read graph to give you instant insights.

Accountant's Minute's podcast
Supercharge Your Firm With Financial Forecasting

Accountant's Minute's podcast

Play Episode Listen Later Mar 10, 2025 20:56


Boost your firm's impact with financial forecasting! In this episode of the ESS BIZTOOLS Accountants' Minute Podcast, Peter Towers explores how accountants, bookkeepers, and business advisors can elevate their SME clients' success through effective business planning and predictive accounting. Learn why financial forecasting is crucial for sustainable growth, cash flow management, and strategic decision-making. Discover how to guide SMEs in developing business plans, managing key financial drivers, and leveraging capital-raising opportunities. Tune in to stay ahead in advisory services and help your clients thrive! You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube

Business Strategy
100: When It Comes to Strategy, Make Sure You Have These 5 Things

Business Strategy

Play Episode Listen Later Feb 18, 2025 9:34 Transcription Available


Send us a textIs your business set up for success in 2025, or will you look back wishing you'd done things differently?Steve Coughran breaks down the five essential components every company must have in place—from a clear strategy to financial forecasting and KPIs. Without these, you're flying blind. Learn how to set your business up to drive growth, cash flow, and long-term value before it's too late.Don't wait—tune in now to get ahead. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Get your copy of Cash Flow today!Continental US: Claim your free copy hereWorldwide: Available on Amazon Support the show

The Health Ranger Report
Brighteon Broadcast News, Feb 12, 2025 – Mar-A-Lago Accord CONFIRMS Trump is about to restructure the entire global currency and debt system

The Health Ranger Report

Play Episode Listen Later Feb 12, 2025 97:06


- Brighton Broadcast News Introduction and Initial Remarks (0:00) - Global Gold Shortage and Financial Markets (3:29) - Trump's Financial Strategy and Tariffs (10:50) - Impact of Tariffs on US Treasury Debt Holders (15:52) - Nuclear War Scenario and Its Implications (26:57) - Interview with Martin Armstrong on Gold and Financial Markets (37:16) - Challenges of Implementing a Gold Standard (45:17) - Impact of Geopolitical Events on Gold Prices (48:23) - Role of AI in Financial Forecasting and Analysis (1:10:18) - Future of AI and Technology in Financial Markets (1:17:06) - NORAD and Early Career Experiences (1:19:44) - AI and Its Implications (1:25:31) - AI in Politics and Economics (1:29:14) - Central Banks and Economic Challenges (1:31:53) - Conclusion and Final Thoughts (1:35:57) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

The Building Code
The devil's in the details: Top 3 strategies for financial forecasting

The Building Code

Play Episode Listen Later Feb 6, 2025 36:17


Today on “The Building Code,” Charley is a lone host sitting down with Gene Marks, founder of The Marks Group. Gene is renowned keynote speaker and national business columnist presenting at over 70 live events each year. He's also a best-selling author, CPA, business owner, and national business columnist for “The Guardian,” “Forbes,” “Entrepreneur” and more, Gene has spent the past 25 years running a very successful business. Listen to the full episode to hear Gene's strategies for managing overhead costs and securing financing to ensure operational stability and growth.   Visit his website to connect with Gene and learn more about the partnership opportunities: https://www.genemarks.com/   Check out some of Gene's resources and his consulting services: https://genemarks.medium.com/ https://www.genemarks.com/consulting/   You can also go to The Marks Group to learn more about CRM and access resources: https://www.marksgroup.net/   Attend the 2025 International Builders' Show in Las Vegas coming up at the end of February: https://www.buildersshow.com/   Get your free IBS expo pass on us and start planning your trip: https://buildertrend.com/ibs2025/   Read the shownotes for this episode here: https://buildertrend.com/podcast/the-building-code/254-gene-marks/   Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/   FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/  TWITTER: https://twitter.com/Buildertrend/ YOUTUBE:  / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #BuiltWithBuildertrend #ConstructionSoftware

WITneSSes
Mastering Business Finance & Leadership • Salvatore Tirabassi

WITneSSes

Play Episode Listen Later Feb 5, 2025 19:49


Show Notes – Mastering Business Finance & Leadership with Salvatore Tirabassi   Guest: Salvatore Tirabassi – CFO, Business Strategist, and Founder of CFO Pro Plus Analytics   In this insightful episode, we welcome Salvatore Tirabassi, a finance expert dedicated to helping businesses grow through strategic financial planning and leadership.   Salvatore shares invaluable insights on financial forecasting, employee motivation, and leadership strategies that can transform businesses from the ground up.   What You'll Learn in This Episode:   ✅ The Power of Investing in Yourself – Why self-investment attracts opportunities and success. ✅ Lessons from Nature – How a simple mango tree illustrates the value of growth and perseverance. ✅ Financial Forecasting for Business Success – Practical steps to creating a financial roadmap for your company. ✅ Motivating Employees Effectively – Why the "right person, right seat" methodology is key to high performance. ✅ Tailored Business Solutions – How CFO Pro Plus Analytics helps businesses gain financial clarity and stability.   Salvatore's deep-rooted expertise in venture capital, private equity, and CFO services provides a game-changing perspective for entrepreneurs, family business owners, and CEOs looking to scale efficiently.   His emphasis on customized solutions and understanding business drivers makes this a must-listen episode for those serious about success.   Connect with Salvatore Tirabassi:  

Virtual GM - A Hotel Management Podcast
Preparing Your Hospitality Business for Success in 2025

Virtual GM - A Hotel Management Podcast

Play Episode Listen Later Dec 5, 2024 13:16


In this episode, Cody and Meagan guide you through the essential steps to set your hospitality business up for success in 2025. They cover how to start building your annual budget, forecasting both revenues and expenses to ensure your financial roadmap is in place. The episode also dives into creating a powerful annual marketing plan, focusing on promotions, key marketing dates, and the best ways to align with seasonal trends.They offer expert tips on making informed adjustments based on previous years' data, setting achievable goals, and implementing flexible strategies to adapt as the year unfolds. Cody and Meagan provide actionable insights on analyzing past performance, identifying new opportunities, and keeping your team aligned on your 2025 objectives. Start the new year prepared, confident, and ready for growth with this step-by-step planning episode. Follow us on Instagram - @thevibrantteam@virtualgmpodcastCheckout our website - www.thevibrantteam.com

The Financial Answer
Financial Forecasting: A Post-Election Conversation

The Financial Answer

Play Episode Listen Later Nov 21, 2024 16:44


Election season has officially wrapped up, and with the results in, we now have a clearer picture of what the future may hold. In today's episode, Nathan and Marc dive into several important topics that could be shaped by the new administration. Listen in as they discuss the potential extension of the Tax Cuts and Jobs Act, government spending and tariffs, and how the outcome of presidential elections can influence the market. Here's some of what we discuss in this episode: The possible extension of the Tax Cuts and Jobs Act Taking advantage of Roth conversions during this time National deficit concerns and potential solutions The market's reaction to the election Resources for this episode: https://www.usatoday.com/story/money/personalfinance/2024/11/17/trump-republican-win-low-tax-economy/76296530007/ For more, visit us online: http://thefinancialanswer.com 

Phil's Tax Hacks
Tariffs, Tax Cuts & Immigration: Financial Forecasting For 2025

Phil's Tax Hacks

Play Episode Listen Later Nov 14, 2024 21:53


This week, Phil and Marc dive into the potential financial impacts of tariffs, tax cuts, and immigration policies following the 2024 election. While early speculation should be taken with caution, they'll discuss what could be in store for 2025. With changes in policy possibly affecting everything from taxes to housing, the duo breaks down what these shifts could mean for your financial future. Throughout this conversation, Phil stresses the importance of sticking to your financial plan until the dust settles. As we move forward, it's crucial to stay focused, maintain your long-term strategy, and be patient as we navigate this evolving landscape. Here's some of what we discuss in this episode: 0:00 – Intro 2:00 – A Tax Cuts and Jobs Act extension? 5:51 – Corporate tax rate and Social Security tax proposals 8:12 – Tariffs and their economic impact 13:33 – Immigration and it's economic implications 17:17 – Having a long-term vision Helpful resources for this conversation: https://time.com/7095898/donald-trump-economy-plan-2024/ https://www.npr.org/2024/11/06/nx-s1-5181327/trump-election-economy-tariffs-deportations https://wellsfargo.bluematrix.com/links2/html/5fd93977-359f-4bff-8db1-42935f3e8f45    Get our Tax-Smart Retiree book: https://www.thetaxsmartretireebook.com/welcome For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts  

Uncover Wealth Radio
547. Financial Forecasting: How to Plan for the Future with Confidence

Uncover Wealth Radio

Play Episode Listen Later Oct 21, 2024 8:38


In this episode, I dive into the essential steps of financial forecasting—from predicting your revenue and controlling expenses to ensuring cash flow stability. Learn how to create accurate financial forecasts and use them to guide your business decisions with confidence.What You'll Learn: • What financial forecasting is and why it's critical for business success. • How to create a revenue forecast that sets you up for growth. • The importance of expense forecasting and planning ahead for costs. • How to ensure cash flow stability during growth periods. • How to use financial forecasts to make strategic decisions.Resources: • Financial Forecasting Toolkit (Free Download): https://www.annetteandco.co.uk/financial-forecasting-toolkit/Connect with Me:- Profit First UK Facebook Group: https://www.facebook.com/groups/915326342418247- Instagram: https://www.instagram.com/annettefergs/- LinkedIn: https://www.linkedin.com/in/annettefergusonuk/- Website: https://www.annetteandco.co.uk/

Boosting Your Financial IQ
129: 5 Financial Skills I Wish I Had When Starting in Business

Boosting Your Financial IQ

Play Episode Listen Later Aug 26, 2024 10:06 Transcription Available


In this episode of Boosting Your Financial IQ, Steve reveals the top five financial skills he wishes he had when starting his business. From mastering financial statements to advanced forecasting and valuation techniques, Steve shares practical insights that can transform your business acumen. Whether you're a business leader, owner, or aspiring financial professional, this episode offers valuable tips to enhance your financial literacy and drive success. Tune in for actionable advice that will help you make informed decisions and elevate your financial strategy. Here's how to get started with Boosting Your Financial IQ:Step 1:  Test your financial IQ for FREEStep 2: Download the FREE appStep 3:  Take the Fundamentals of Finance courseDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Get the free BYFIQ app and Starter Course here: https://www.byfiq.com/app Support the Show.

Boosting Your Financial IQ
128: Financial Skills to Pay the Bills

Boosting Your Financial IQ

Play Episode Listen Later Aug 19, 2024 12:01 Transcription Available


In this episode of Boosting Your Financial IQ, Steve delves into the importance of financial skills and how mastering them can drive business success. Drawing from his experience as a CFO and his work with multi-million and billion-dollar companies, Steve highlights key concepts like building accurate forecasts, understanding LTV to CAC ratios, and combining strategy with financial acumen. Whether you're an entrepreneur, a business leader, or an aspiring financial professional, this episode offers valuable insights to help you grow your business, increase profitability, and achieve financial freedom. Tune in to learn how these essential skills can transform your financial life. Get the free BYFIQ app and Starter Course here: https://www.byfiq.com/app Support the Show.

Building The Billion Dollar Business
The RIA Growth Illusion

Building The Billion Dollar Business

Play Episode Listen Later Aug 13, 2024 16:07


In this episode, Ray Sclafani discusses the RIA growth illusion and the importance of creating a financial model for organic growth. He emphasizes the need for financial forecasting and modeling to make informed decisions and prepare for future outcomes. Sclafani suggests modeling three scenarios: a normal steady state, a worst-case crash and burn, and an optimistic moonshot scenario. He highlights the benefits of financial modeling, including identifying opportunities and challenges, assessing capacity needs, and enhancing the credibility of your plan. Sclafani also provides five considerations for generating reliable financial models.Key TakeawaysMany firms believe they have achieved organic growth, but it is often more smoke than substance. Financial modeling and forecasting are crucial for making informed decisions and preparing for future outcomes. Modeling three scenarios (steady state, crash and burn, moonshot) provides a foundation for a well-structured financial model. Financial modeling helps identify opportunities and challenges, assess capacity needs, and enhance the credibility of your plan. Considerations for generating reliable financial models include assumptions and input quality, model structure and design, scenario analysis, financial statement integration, and model review and testing. To find this article from The ClientWise Blog click here.Find Ray and the ClientWise Team on LinkedIn | Twitter | Instagram | Facebook |YouTubeFor more information, and to join one of the largest digital communities of financial advisors, visit exchange.clientwise.com

Passive Income Pilots
#58 Tax Tactics: The TOP 5 Ways Pilots Can Save with Toby Mathis

Passive Income Pilots

Play Episode Listen Later May 7, 2024 53:34


Welcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of taxes with ease and make informed decisions that could save you thousands, this episode is your must-listen guide.Timestamped Show Notes:(00:00) - Introduction to the episode with hosts Tait and Ryan.(01:29) - Introduction of the guest, Toby Mathis, and discussion on tax and legal workshops.(04:02) - Explanation of tax brackets and progressive tax systems.(05:13) - Discussion on aircraft ownership, benefits, and deductions related to taxes.(10:24) - Detailed analysis of leasing aircraft and tax implications.(17:15) - Strategies for pilots to utilize aircraft ownership for tax advantages.(23:46) - Overview of various tax reduction strategies and charitable giving.(28:36) - Introduction to tax and legal workshops offered by Toby's firm.(32:02) - Five top tax tips for pilots including HSA benefits.(44:58) - Discussion on solo 401k benefits and other tax-deferred accounts.(53:15) - Conclusion and thanks to guest Toby Mathis.Resources Mentioned:Tax & Asset Protection WorkshopDallas Conference June 27-29Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

Real Money Talks
[REPLAY] 10 Steps To Becoming a Millionaire in 5 Years | RMT236

Real Money Talks

Play Episode Listen Later Apr 26, 2024 31:42


We were all raised to believe that success follows a predictable path: excel in school, earn a degree, secure a job, and invest in a 401k. However, the pandemic has disrupted this sequence, leading some to adopt less conventional approaches like relying on unemployment benefits as a financial strategy. This isn't a sustainable path to wealth.That's why I'm inviting you to join me for this replay of my popular first installment of a two-part series where I outline my 10-step plan to becoming a millionaire within five years. It's time to build lasting wealth for yourself and your family.Loral's Takeaways:Intro: (00:00)Breaking The Cycle Of Debt (2:11)Financial Planning + Wealth Cycle For Single Parents (7:45)Organizing Finances For Business Owners + Wealth Creation (9:57)Achieving Financial Freedom Through Passive Income + Investing (15:30)Financial Forecasting, Cash Flow + Business Growth Strategies (17:50)Financial Planning, Goal Setting + Entrepreneurship (23:08)Tax Strategies For Businesses + Individuals (26:00)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems:

The Vancouver Life Real Estate Podcast
Canada's Economic & Real Estate Future with BMO's Chief Economist Doug Porter

The Vancouver Life Real Estate Podcast

Play Episode Listen Later Feb 3, 2024 37:44


In today's episode, we're diving deep into the world of economics and financial forecasting with none other than Doug Porter, a luminary with over three decades of experience in analyzing global economies and financial markets. As the Chief Economist at BMO Financial Group and the mastermind behind the influential publication 'Talking Points', Doug not only shapes the macroeconomic and financial market forecasts but also leads a team celebrated for its precision in forecasting, clinching the #1 spot across notable awards and surveys. From starting his illustrious career at the Bank of Canada to becoming a revered voice in economic commentary, Doug's journey is nothing short of inspirational. His insights have not only earned accolades but have also made him a sought-after commentator in the press and on air. Stay tuned as we explore the mind and motivations of the man who's been at the forefront of economic forecasting, offering a rare glimpse into the intricacies of financial markets and what it takes to lead a team to the pinnacle of success in the challenging world of economic analysis.In this episode we explore the nuances of Canada's economy and its direct impact on the real estate market. Porter, with his three decades of experience, provides a comprehensive overview of the current economic landscape, noting a significant reduction in inflation from over 8% in the summer of 2022 to around 3%. He attributes this decrease to effective monetary policies that have managed to curb inflation without precipitating a recession. Despite this success, Porter forecasts modest growth for the Canadian economy, primarily due to the lingering effects of recent interest rate hikes, projecting a modest real GDP growth.Porter also delves into the future of interest rates, suggesting potential cuts in the latter half of the year, given the downward trend in inflation and the economy's modest growth. He highlights the significant influence of mortgage interest costs on inflation, suggesting that future rate cuts could alleviate some of this pressure. On the topic of the housing market and affordability, Porter discusses the resilience of Canada's real estate market amidst high interest rates and addresses concerns about the "renewal cliff" of mortgages due for renewal in 2025 and 2026. He downplays these concerns, expressing confidence in the market's ability to adjust to these challenges.The conversation also touches on global economic factors, such as supply chain disruptions in the Red Sea, and their potential impact on inflation. Porter believes these factors will not drastically alter the inflation landscape, emphasizing that the primary drivers of inflation are now services, housing, and wages rather than goods. Looking ahead to 2024, Porter identifies opportunities in the tech sector and resource industries, particularly mining, driven by the global push towards decarbonization. He acknowledges the inherent risks and uncertainties in economic forecasting, especially in the current volatile environment, but remains optimistic about Canada's economic resilience and the potential for growth in specific sectors.The interview with Doug Porter offers invaluable insights into Canada's economic prospects and the interplay between economic policies, global factors, and the real estate market.  _________________________________ Contact Us To Book Your Private Consultation:

Own The Build
Financial Forecasting: A Construction Economist reviews 2023 and explains where we are heading in 2024. (EP 151)

Own The Build

Play Episode Play 59 sec Highlight Listen Later Jan 22, 2024 52:37


This week, Paul is joined in the studio by Noble Francis, Economics Director at the Construction Products Association, PhD in Applied Econometrics and Honorary Professor at the Bartlett School of Sustainable Construction, UCL.Noble has been making waves in the industry with his easily digestible insights into market indicators such as brick deliveries and mortgage approvals. His posts provide followers with invaluable perspectives, offering genuine insights into the trajectory of the construction market. In this compelling conversation, Paul brings Noble's insightful posts to life, creating an engaging dialogue reflecting on the events of 2023. Together, they peer into the future, navigating the landscape of 2024 and delving into the identified risks and opportunities that lie ahead. --Your free OTB downloadsI've shared a link to the eBook: Why Main Contractors seriously need a Tender Strategy.Want to connect with Paul?Paul is on Linkedin here and would love to talk. You can also connect with Paul at paul@c-link.com or through, C-Link. Watch the Video to learn more; you can book a demo by clicking here. C-Link is software built by Quantity Surveyors for Main Contractors. We save 600 hours of Quantity Surveying time per project in automation. We can make your QS' so much more efficient.

Level Up Podcast
Financial Forecasting: What, How, When and Why

Level Up Podcast

Play Episode Listen Later Dec 19, 2023 13:22


Episode 5: Financial Forecasting: What, How, When and Why With Kendra James Anderson   Welcome to the Kendra Nicole Podcast, where we explore the realms of business, entrepreneurship, and a touch of motherhood. Hosted by Kendra James Anderson, a business veteran with over 20 years of experience.   On this episode of the Kendra Nicole podcast, host Kendra Nicole provides a clear and practical guide to financial forecasting for small businesses. Drawing on her experience as a finance firm owner, she explores the importance of forecasting for planning growth and making informed decisions. Here are some key points talked on the episode: ●      Client Success Story: Kendra shares a client success story illustrating the positive impact of strategic financial planning on business expansion. ●      Techniques Explored: Key techniques covered in the episode include historical data analysis, sales forecasting, expense projections, cash flow forecasting, and scenario planning. ●      Essential Tools: Kendra recommends crucial tools such as accounting software for efficient financial management. ●      Actionable Insights: Whether you're a startup or an established business owner, this episode provides actionable insights to enhance your financial planning skills.   Learn more about Kendra:   Kendra James-Anderson, founder of The Finance Femme, had a decade of experience working in Corporate America when she recognized a large gap in the financial management industry. She served as a Finance Manager supporting the CFO of a multi-billion dollar company in which she was involved in boardroom meetings several times a week. In these meetings, she saw firsthand how billion dollar companies had highly skilled CFOs assisting their CEOs with everyday decision-making based on facts, data, analysis and experience in business strategy.     Follow Kendra here: Email: info@TheFinanceFemme.com  Youtube: https://www.youtube.com/@thefinancefemme LinkedIn: https://www.linkedin.com/in/kendranjames/    The Finance Femme Website thefinancefemme.com The Finance Femme Instagram instagram.com/TheFinanceFemme Kendra Nicole Website kendranicole.co   Kendra Nicole Instagram instagram.com/KendraNicole.co   #FinancialPlanning #BusinessExpansion #StrategicFinance #SmallBusinessTips #FinancialForecasting #EntrepreneurshipInsights #AccountingTools #StartupSuccess #BusinessDecisionMaking    TAGS: Business Growth, Delegation Success, Effective Hiring, Leadership Tips, Work Life Balance, Strategic Onboarding, Skill Assessment, Team Empowerment, Feedback Loops, Core Tasks, Entrepreneurial Insights, Business Strategy, Scaling Operations, Management Tips, Leadership Development

The Treasury Update Podcast
Coffee Break Session #94: What Are Modeling and Forecasting?

The Treasury Update Podcast

Play Episode Listen Later Sep 21, 2023 12:31


In this week's Coffee Break Session, we unpack modeling and forecasting as a corporate treasurer. Listen in and learn the key differences, explore real-world examples, and see how data can help drive accurate predictions.

Introducing: Run the Numbers with CJ Gustafson

Play Episode Listen Later Aug 26, 2023 1:55


Run the Numbers is a weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO. This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself. Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth. -- RECOMMENDED PODCAST: The HR industry is at a crossroads. What will it take to construct the next generation of incredible businesses – and where can people leaders have the most business impact? Hosts Nolan Church and Kelli Dragovich have been through it all, the highs and the lows – IPOs, layoffs, executive turnover, board meetings, culture changes, and more. With a lineup of industry vets and experts, Nolan and Kelli break down the nitty-gritty details, trade offs, and dynamics of constructing high performing companies. Through unfiltered conversations that can only happen between seasoned practitioners, Kelli and Nolan dive deep into the kind of leadership-level strategy that often happens behind closed doors. Check out the first episode with the architect of Netflix's culture deck Patty McCord. https://link.chtbl.com/hrheretics -- Subscribe on YouTube: https://www.youtube.com/@Run-the-Numbers Check out our website: podpage.com/run-the-numbers Run The Numbers is a part of the Turpentine podcast network. Learn more: www.turpentine.co

Complete Intelligence
Bear Steepener; China's Death Spiral; and Your Crack(Spread) is Showing

Complete Intelligence

Play Episode Listen Later Aug 19, 2023 41:37


Invest smarter with AI-powered forecasts of CI Markets portfolios.In this episode of The Week Ahead, Tony Nash hosts a discussion with Tony Greer, Albert Marko, and Tracy Shuchart, covering various market events and trends.Tony Greer explains the concept of a bear steepener, which is causing a necessary rotation in the market, with tech stocks and the AI bubble deflating while natural resources and energy hold their ground.The panel discusses the current market pullback, viewing it as orderly and temporary. They mention the spike in the VIX, indicating increased fear, but not impending doom. Tony Greer expresses bullishness in the oil market, citing tightening gasoline spreads and the strength of the physical oil market.Tracy Shuchart agrees with Tony Greer's assessment of the oil market, emphasizing extreme backwardation and market tightness. Tony Greer expects a continuation of the rotation out of tech stocks and a potential further pullback before finding a comfortable bottom for the S&P 500.Tony Greer discusses his bullish view on the equity market, expecting a pullback in the tech sector due to bubble sentiment. Albert agrees and believes China will act decisively to address the current situation. They mention China's potential sale of treasuries and discuss various developments in China, including domestic weakness, deflation, and Evergrande's bankruptcy filing.The episode also touches on the potential impact of selling Chinese treasuries and the belief that other countries, including the US, would buy them. They discuss China's potential sale of overseas assets and domestic political dynamics. The conversation briefly mentions the depreciated Japanese yen and its impact on China's export competitiveness.The discussion then shifts to crack spreads and refinery capacity, with Tracy explaining their significance and the underlying issues caused by underinvestment. Tony Greer expresses bullishness on energy due to strong gas demand and potential disruptions in refining capacity. Tracy mentions the potential impact of companies requiring employees to return to the office on gasoline demand. Albert adds that a potential slowdown in China could temporarily bring oil prices down.Key themes:1. Bear Steepener2. China death spiral3. Your crack(spread) is showingThis is the 76th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdTony Greer: https://twitter.com/TgMacroAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/j-rtq4xFd6U

Complete Intelligence
CPI, Fed, Banks; OPEC Supply Deficit; and Why Europe Needs Nuclear

Complete Intelligence

Play Episode Listen Later Aug 12, 2023 44:48


AI-powered market forecasts with CI Markets: https://completeintel.com/marketsIn this episode of The Week Ahead, we have Joseph Wang, Tracy Shuchart, and Ralph Shoellhammer.Joseph kicks off by talking about inflation, the Fed, and banks. He looks at the recent CPI numbers and asks whether they suggest inflation or not. The conversation revolves around the Fed's plans and a survey indicating two more interest rate hikes this year. We're also examining changes in the money supply and whether it's going back to normal levels.Tracy gives us an OPEC update. The latest report forecasts oil demand growth for this year and the next. She gets into the impact of OPEC's supply cuts, particularly Saudi Arabia's extended cuts, and how they shape the supply situation this quarter.Lastly, Ralph presents the case for why Europe needs nuclear energy. He shares insights from his report on the topic. Ralph explains the importance of energy density and its link to nuclear power. Safety concerns about nuclear energy and European perspectives on restarting nuclear plants are also discussed. We're also looking at Germany's energy mix and recent shifts in energy prices.Key themes:1. CPI. Fed. Banks.2. OPEC Supply Deficit3. Why Europe Needs NuclearThis is the 75th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdJoseph: https://twitter.com/fedguy12Tracy: https://twitter.com/chigrlRalph: https://twitter.com/RaphfelWatch this episode on Youtube: https://youtu.be/V40wnnhVRjQ

A SEAT at THE TABLE: Leadership, Innovation & Vision for a New Era
New Tactics that Help Ecommerce Companies Preserve Cash

A SEAT at THE TABLE: Leadership, Innovation & Vision for a New Era

Play Episode Listen Later Jun 18, 2023 29:19


Running a successful e-commerce business continues to get more complicated - and more costly.   The old days when a web strategy was little more than a simple online shop have morphed into a complex, hyper competitive business model.Today, surging costs and few barriers to competitors have raised the stakes for e-commerce businesses.   That's requiring new tools and new skills.Meet Matt Putra is the CFO of eightx.co, which helps companies with that all important financial forecasting - so that leadership can make more strategic decisions and gain control over their cash flows.He's helped e-commerce brands around the world scale their businesses,  and has created  a financial model for a $750 million government fund concept.Today Matt joins us on A Seat at The Table to discuss:•How e-commerce businesses can gain better control over their cashflow - and preserve cash.•Insider advice about negotiating with suppliers.•Financing strategy for e-commerce businesses.SPONSOR MESSAGE:Having a strong financial plan is critical to the success of any business. However it's also essential to have the right people who can execute on that plan and keep tight controls on your finances.Finding those first rate financial managers is not that easy with the top talent being in big demand.  That's why many leadingenterprises and even medium sized businesses look to Asianet Consultants to help them recruit the right people for their finance departments.  Asianet has decades of experience and a vast network that enables them to identify and reach out to talent that might otherwise not be accessible.USEFUL LINKS:Asianet Consultants:  https://asianetconsultants.comConnect with Matt Putra:   linkedin.com/in/mattputraeightx.co website:  https://www.eightx.co/Visit A Seat at The Table's website at https://seat.fm

The Thriving Farmer Podcast
235. Ryan Tansom on Financial Forecasting for Your Farm

The Thriving Farmer Podcast

Play Episode Listen Later Jun 13, 2023 49:17


Are you running your farm like the financial asset that it is?  On today's episode of the Thriving Farmer Podcast, we are joined by Ryan Tansom who is the founder of Arkona and the Intentional Growth Podcast. He teaches business owners how to view and run their company like a financial asset through The Intentional Growth Framework, fractional CFO services and strategic planning. His mission is to help entrepreneurs enjoy their work, create wealth and make an impact. Tune in to hear all about Ryan's amazing entrepreneurial journey, how he accomplished what he's accomplished, and where he's growing next!   In this episode, you'll hear:  The story behind his business name Arkona 1:35 How Ryan got started in entrepreneurship 3:30 About what Arkona provides 11:47 How Ryan goes about team building 21:00 How Ryan manages to get a team to be on the same page 25:22 What Ryan's advice is for someone in a family business that is dealing with strife 30:03 What Ryan means by “equity growth” 41:23 Where you can find out more about Ryan and his work 46:54   About the Guest: Ryan Tansom started his entrepreneurial career at his family business where he was the Executive VP and responsible for the strategic, operational, and financial strategy of the $21 Million company. By the age of 27, Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures in 2014 to a local competitor. Ryan took his experience and founded Arkona to create the Intentional Growth™ Framework which helps owners view – and run – their company like a financial asset through educational training and fractional CFO services. Ryan's mission is to help entrepreneurs enjoy work, create wealth, and make an impact to make the journey “worth it”. Ryan has personally guided over 400 entrepreneurs and leaders through the Intentional Growth™ Academy and also hosts the popular Intentional Growth™ podcast. Resources: Business Website: Arkona Podcast: Intentional Growth Podcast Ryan's LinkedIn Profile         This podcast is sponsored by Small Farm University, THE go-to resource for gardeners, homesteaders, and farmers around the world. Small Farm University delivers classes online and on demand, with training on how to grow crops AND how to grow a profitable farm business that serves you, your family, and your community well.  Applying what you learn in SFU could save you countless hours and thousands of dollars. And, it can save you the agony of costly mistakes some make, just because they “don't know what they don't know.” Delivered by real farmers with hands-on experience and expertise, it is unique in its approach, using the RIPEN method for growing and building a farm or farm business.   To learn more, visit:  GrowingFarmers.com today!  

Small But Mighty Agency
Jon Morris: From seven to eight figures - the power of financial forecasting

Small But Mighty Agency

Play Episode Listen Later May 31, 2023 24:09


How can agency owners leverage financial forecasting and modelling to better inform strategic planning and drive growth? Lean in as we talk to an agency owner whose secret to scaling from seven to eight figures is mastering financial forecasting. You might be at the stage of business where you're doing this with minimal support, or you might have a fractional or even full-time Chief Financial Officer.  Either way, this episode will get your gears turning on how to improve decision-making and allocate resources more effectively.Show LinksWebsite: https://ramsayinnovations.com/LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations/“Less is More” is how you scale a service-based businessHow do I know this? I can 100% relate to where you are now.  You feel like you're wearing too many hats and can't do it all… I know that if you create a complex business that makes you feel trapped, you will never want to grow your business. You'll do little (or big!)  things to self-sabotage growth because you don't want to scale overwhelm; nobody does. I've been there.I learned this lesson as the second in command of an agency. I could not turn off my brain and relax because I would worry about what was and wasn't being done.  It wasn't until I looked at the business from a productized service perspective. It gave us more bandwidth to double the revenue and sell and exit the business.  Since then, I've been behind the scenes of six and seven-figure service-based businesses, helping agency owners who are at capacity get out of being stuck in service delivery to scale. It all starts by looking through the lens of a productized service. Download the FREE productize your service roadmap: https://audreyjoykwan.com/roadmapHey thank for hanging out with me at the Small But Mighty Podcast. If you enjoyed this episode it would mean the world to me if you hit the follow or subscribe button in your podcast app and share it with a friend. And I'll see you on the next one. Get the full show notes and more information here: https://audreyjoykwan.com/podcast-ep65Podcast Edits by Lindsay Curtis

Coaches, Consultants, and Money
37-Gaining Confidence in Business Decisions with Fathom

Coaches, Consultants, and Money

Play Episode Listen Later May 23, 2023 29:53


Do you want to feel empowered in your small business financial decisions? Are you tired of feeling unsure about your finances? Today I'm sharing an interview with Fathom, the financial forecasting software that I use.  We discuss a solution - proactive financial planning that leads to decisive and confident choices. Say goodbye to financial stress and hello to financial confidence. When you can avoid guessing, you have an opportunity to make an educated decision that you feel confident about. - Erica Goode   Learn more about Fathom here.   Connect with Erica: Instagram @erica.goode.cpa  LinkedIn: Erica Goode, CPA Newsletter sign-up: https://www.ericagoode.com/newsletter-signup ***FREE Tax Deduction Guide***    

Boosting Your Financial IQ
62: How to Revamp Your Business Budgeting Process

Boosting Your Financial IQ

Play Episode Listen Later May 23, 2023 43:54


Did you know that when it comes to building and leveraging a repeatable business budgeting process, most organizations get it wrong?  Revamping your business budgeting process is critical to the financial success of your organization. An effective budgeting process can help you identify inefficiencies, ensure accuracy, support decision-making, enable agility, and promote accountability. By evaluating and updating your current budgeting methods, you can gain a better understanding of your financial situation, make more informed decisions about resource allocation, and adapt to changing market conditions—especially when it ties back to your strategy. Join Steve Coughran for this informative episode where he walks you through the process of revamping your budgeting process to help you reduce costs, improve your bottom line, and position your business for long-term success.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Standard Deviations
Dave Nadig - Financial Futurism

Standard Deviations

Play Episode Listen Later Apr 27, 2023 48:56


Tune in to hear:- Dave is a “financial futurist.” What in the world is this and what does it look like practically in his day-to-day work?- What “behavioral hacks” does Dave bring to bear in his own practice when he tries to look out beyond 2 years and how does he try to stay out of his own way when thinking about what the future might look like?- Can the past be used as a vehicle for better understanding the future or is there not much to learn there and we are forecasting in ineffective ways by relying so heavily on the past?- What is the place of innovation and cutting edge thinking in an industry that is often at its best when it's at its stodgiest?- In the recent past we have socialized business failure while individualizing business success. What is it going to take for this Zeitgeist to change?- Which financial innovations does Dave think hold the most promise? On the flip side – what financial innovations does he think are overrated?- Learn how Dave connects the dots between the overall lack of institutional trust, “polycrisis” and the crisis of meaning.- Things like the climate crisis can't be solved on an individual level. How do we take our institutions back and have an appropriate amount of trust in them as a way to solve some of the biggest problems we face?- What does the research say about whether or not the current flows into passive vehicles perturbs overall market functioning?https://www.etftrends.com/author/davenadighttps://twitter.com/DaveNadighttps://twitter.com/Vetta_FiCompliance Code: 0850-OAS-3/24/2023

The Mentor with Mark Bouris
Cashflow is King: How to master the art of financial forecasting

The Mentor with Mark Bouris

Play Episode Listen Later Apr 24, 2023 57:08


Naked Sundays is a sunscreen brand that was founded by former TV presenter Sam Brett.  The brand focuses on creating sunscreen sprays that can be worn over makeup and are sold across beauty retailers like Mecca and Revolve in the US. Sam Brett has built a brand that strongly emphasises cash flow management and is known for her disciplined approach to business operations.See omnystudio.com/listener for privacy information.

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
After two historic US bank failures, here's what comes next - predicted by Clairvoyant Staikova

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Mar 16, 2023 6:28


Media Confirmation : After two historic US bank failures, here's what comes next - March 13,2023 - predicted by Clairvoyant Dimitrinka Staikova in her ebook publ. October 8,2022 New E-book : Time, Space, Cosmos and Technologies 2022/2023. Financial Forecasting and World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow, Finances. The war of the Ayatollahs in Iran. Where is the place for control of the weather? - Clairvoyant/Psychic predictions and prophecies By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Published : October 8, 2022 Click here to order the Ebook and read Table of Contents : https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-e-book-time-space-cosmos-and-technologies-20222023-financial-forecasting-and-world-stock-exchanges-dubaihong-kongnysejapaneuronextmoscow-finances-the-war-of-the-ayatollahs-in-iran-where-is-the-place-for-control-of-the-weather-clair ******************** ONLY A SMALL PART OF CLAIRVOYANT/PSYCHIC READING FOR : Lynn Martin (NYSE's President) - Rise and Fall - Clairvoyant/Psychic predictions September 18,2022 for New York Stock Exchange 2022/2023 (by days and months). Her health,business,relatives,politics, stock exchange operations - When, What? Are they profitable? NYSE declines and rise. When Lynn Martin will be removed? When USA will have two leaders and details…. - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova “ - from Europe, Bulgaria, Varna Visit our E-book Store , Blogs and Websites: How to order a Clairvoyant reading : http://clairvoyantDimitrinkaStaikova.weebly.com http://sites.Google.com/site/dimitrinkastaikova http://HottestNewsPredictions.blogspot.com http://ivstaikova.wixsite.com/clairvoyant Photo of Lynn Martin - September 11,2022. Time of the clairvoyant reading - after the photo. Lynn Martin's health : September 2022 I see a headache by the left side of the head - it presses the temple. There is impaired energy at the bones and the muscles of the left and right arm ( the energy in the right arm is more active). There is inflammation at the urinary tract , right pelvic area and right thigh and tendons of the left leg ( around the ankle and the muscle under the knee). The right lung has a changed shape - tightened, with increased energy. The left lung has normal size and it's calm. Her sinus channels are inflamed. The cervical vertebrae are inflamed. The kidneys and adrenal glands of Lynn Martin are painful and sick. The pelvis and the spine are inflamed and painful - from right to left side of the waist. Less often she feels pain in the ears. The gymnastics will be helpful for her. In the work of Lynn Martin I see good intentions, good similarity of natures. ……March 2023 - collapse of many people in the business: - Bankruptcies. Fires and murders are starting ; - Afterwards are coming bankruptcies and merger of banks in USA ;(MEDIA CONFIRMATION) - There will be problems with sunflower grain. …April 2023… MEDIA CONFIRMATION : After two historic US bank failures, here's what comes next March 13,2023 https://thedailyrecord.com/2023/03/13/after-two-historic-us-bank-failures-heres-what-comes-next/ Click here to read more : https://hottestnewspredictions.blogspot.com/2023/03/media-confirmation-after-two-historic.html

SaaS Fuel
052 Ben Murray - Keys to Profitable SaaS Growth

SaaS Fuel

Play Episode Listen Later Feb 23, 2023 44:40


In our SaaS Fuel™ Expert Series, Jeff is joined by The SaaS CFO Ben Murray to discuss the evolving landscape of SaaS metrics that matter in 2023 and beyond. We unpack Ben's Five Pillar SaaS Metrics Framework to scale a thriving SaaS business with respectable growth, upside, and valuation. Come explore various SaaS revenue models like subscription, processing, variable revenue, SaaS plus, and professional services. Which is best or is there a magic mix? Listen in for great insights to tune up your financials for your next raise, loan, exit, or growth stage. As a top financial expert in the SaaS world, Ben built his business based on total transparency helping B2B SaaS entrepreneurs understand and manage SaaS metrics vital for success and sustainability. He is an advisor, educator, consultant, and fractional CFO.Key Takeaways00:05:46 Simplifying SaaS Finance For Busy Entrepreneurs: Ben Murray's Journey00:07:10 Transitioning From On-Premise to SaaS Takes Time And Effort00:10:01 Founders Need To Focus On What Is Best For Their Customers00:11:59 Financial Discipline Never Goes Out of Style00:12:31 Ben's Five Pillar SaaS Metrics Framework00:15:30 Speaking the Language of Investors00:15:56 How Far in Advance to Plan For A Raise Or Exit00:18:36 Why Founders Tend to Spend More When They Shouldn't00:20:02 To COGS or Not To COGS? Where Does Customer Success Fit?00:22:43 The Valuation Bubble Burst: Impact and Fallout00:23:41 Raising Capital Through Alternative Financing Methods00:25:47 Debt Financing Impact on SaaS Company's Valuation vs Equity Financing00:27:55 Significance of Financial Forecasting in Your Revenue Growth00:30:14 Learning the Financial Basics Through “The SaaS Academy”00:33:49 CFO Perspective: The Way of Business00:35:14 This Revenue Model is the King of Valuation00:38:50 Importance of Forecasting To Prepare You in Times of Uncertainty00:40:41 Everything Starts With the FundamentalsTweetable Quotes“So I think that big piece is just translating the numbers into something operational and actionable.” - 00:33:55 Ben Murray“We always have to look around the corner, what's coming up that we don't expect. I think forecasting is so important now.” - 00:27:49 Ben Murray“Because I live and breathe numbers and spreadsheets and calculate 10, 15, 20 different SaaS metrics, but then trying to make that actionable for SaaS founders so they can understand it, so their executive teams can understand it.” - 00:33:16 Ben Murray“I think you have to have that conservative forecast just to see the impact on your business.” - 00:39:27 Ben Murray“So again, start with the fundamentals and build from there.” - 00:40:39 Ben MurraySaaS Leadership Lessons1. Be prepared. Have a conservative forecast to remain ready for unforeseen situations.2. Know where to invest your capital and what the ROI will be. Don't guess or hope.3. Get the fundamentals in place and then start pulling in SaaS metrics that are relevant to your business.4. Forecasting as often as your data is changing. There is no magic timeframe.5.. Accounting foundation is key for potential investors, having clean, accurate books that are timely. 6. Know how to read and understand P&L, balance sheet, and cash flow as a founder. 7. Contracted subscription revenue is KING. Investors prefer contracted MRR over variable revenue streams.8. Storytelling is important for raising capital. Numbers must support the...

Accounting Influencers
Do Accountants Make the Best CFOs? Steve Rosvold

Accounting Influencers

Play Episode Listen Later Feb 12, 2023 26:36


Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 2 of our new season "Do Accountants Make the Best CFOs? Steve Rosvold."You can also watch this on youtube here: https://youtu.be/xp9pokrbOjQSteve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University.The company's foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?Steve shares the four pillars of success in COF University that lead to mastery as a senior financial officer and an even stronger accountant. The Four Pillars are made up of:Accounting – Governance & Controls, Transaction Recording and ReportingFinance – Business Planning, Financial Forecasting and Investment AnalysisTreasury – Cash Management, Funding (Capital Raising) and Risk ManagementLeadership – Self Awareness, Team Building and Strategy & CultureWe explore how the CPA or chartered accountant qualification used to be a route to CFO status and positions but no longer. And we look at what is. Lots of goodies here to help accounting professionals appreciate and even step into the financial expertise required by modern businesses.Steve lives in beautiful Vancouver, Washington and is an avid bicyclist. On his longest one-day trek he pedaled 275 miles from Seattle to Spokane, Washington.https://www.linkedin.com/in/steverosvoldhttps://www.cfo.university/◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsor:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

The Business Credit and Financing Show
Patrick Donohue How to Build A Valuable Business

The Business Credit and Financing Show

Play Episode Listen Later Jan 25, 2023 33:33


Patrick Donohue is an entrepreneur and valuation expert who got his start with a lemonade stand at age four and buying shares of Coca-Cola at age ten. As an investor, stock analyst, and advisor to numerous entrepreneurial ventures, he offers unique insights into the dynamics of money and business.  During the show we discuss: Why You Should Focus on Building the Value of Your Business from the Beginning How to Create Substantial Value in Your Business The Things in Your Business That Give It the Most Value Why Financial Projections Matter When It Comes to Your Company's Value Why Your Vision is Important to Your Company's Value How to Find What's Most Important to Increase Your Company Value Why Competence Directly Relates to Your Company Value What 3 Factors Matter Most with Your Cash Management  What to Know About the Trifecta of Cash Management Why Getting Money Helps Increase the Value of Your Company Why Proper Capitalization of Your Business Really Matters What to Know About Financial Forecasting to Make Your Business Worth More Why to be Thoughtful About the Design of Your Business Show resources: https://www.breakoutvaluation.com/

So klingt Wirtschaft
Früher wissen was passiert – Wie Unternehmen Forecasting nutzen

So klingt Wirtschaft

Play Episode Listen Later Jan 11, 2023 14:52


Unternehmen erhoffen sich durch KI-gestütztes Forecasting auch in Krisenzeiten bessere Prognosen. Unsere Experten erzählen, wo Chancen und Grenzen liegen.

The Scaling Lounge: Business Strategy • Operations • Team
Financial Forecasting and Being Smarter with Your Revenue in 2023

The Scaling Lounge: Business Strategy • Operations • Team

Play Episode Listen Later Jan 10, 2023 18:34


Does money flow in and out of your business and you use the cross-your-fingers method and hope it all works out? Let's talk about how you can start to be more discerning and intentional around how money moves through your business. Quick overview of what we cover: Developing a financial forecasting model based on historical dataHow to determine if you have enough money to hire the person / make the investment / do the thingMy unofficial “3-6-12 rule” for building a cash reserveWhy the best time to start being more intentional with your business finances is TODAYRESOURCES: Click here to join Adriane's Scalable Foundations MembershipClick here to get on the waitlist for Sustainable Growth LabClick here to work with Adriane and the Soulpreneur AgencyLET'S CONNECT: Follow Soulpreneur: @soulpreneur_coFollow Sustainable Scaling: @sustainablescaling Follow Adriane @adrianegaleaVisit the website: soulpreneur.co- - - - - - - - - - - - - - - -Loved this episode? If you leave a review or share it with your friends on social, my team will send you a copy of one of our favourite business resources! Take a screenshot and email it over to us at support@soulpreneur.co or DM it to @sustainablescalingThis episode was first published at SustainableScaling.co/021

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
Ebook : Financial Forecasting and Share Price :Gold,Diamonds, Gemstones,Lithium Psychic predictions

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Dec 29, 2022 7:13


New Ebook : Financial Forecasting and Future Share Price : Gold,Diamonds, Color Gemstones,Lithium - Psychic Predictions to : Pilbara Minerals, De Beers Group, Alrosa (Russian Group of Companies), Newmont Corporation, Fura Gems…World Predictions 2023 of Russia, USA, Pope Francis and the Catholic Church Published : December 29, 2022 By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova 2022 Copyright Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Available only from our E-book store : http://clairvoyantDimitrinkaStaikova.Weebly.com http://sites.google.com/site/DimitrinkaStaikova Price : 60 GBP Details how to order the E-book with Western Union : https://hottestnewspredictions.blogspot.com/2022/12/new-ebook-financial-forecasting-and.html Table of Contents : 1. Alexander Bortnikov (Director of the Russian Federal Security Service - FSB) - Clairvoyant/Psychic predictions December 12,2022 : Increased diversionary activity. Ordered for murder - when? Russian strike back, The destiny of Ukraine, Kaliningrad - war, Genetic breakthrough, New DNA inside a human, A victory in the Space - by Clairvoyant House “Dimitrinka Staikova 2. Alexander Bortnikov (Director of the Russian Federal Security Service - FSB) - Clairvoyant/Psychic predictions Dec.12,2022 - by Clairvoyant Stoyanka Staikova 3. Dale Henderson (CEO Pilbara Minerals - leading Lithium Company) - Clairvoyant/Psychic predictions December 17,2022 : Business, Health, year 2030-2050 . Year 2022 they locate the first opening in the ground and change the direction. In the end of year 2022 I see a scandal between the main shareholders of the company. There is beginning of researches with the tails of the people. War for territories in Australia - negotiations - when? Pilbara Minerals share price forecast . What cataclysms are expected? When will fall the price of the diamonds? When Pilbara Minerals will start negotiations with the Pentagon? - Clairvoyant/Psychic predictions 4. Bruce Cleaver (De Beers Group Chief Executive) - Clairvoyant/Psychic predictions December 2022 : Whether Bruce Cleaver will live beyond year 2023, Secrets of his Company, New Products, Preparation of Spacecrafts for a life in the Space - by Clairvoyant House “Dimitrinka Staikova 5. Sergey Ivanov (CEO Alrosa - Russian Group of Diamond Mining Companies ) - Clairvoyant/Psychic predictions December 19,2022 : Which Western Country will be Attacked by Russia? A witch-hunt. Where, When and How long it will operate? Buying of Real Estates abroad - when? What happens in Russia and the company Alrosa? - by Clairvoyant House “Dimitrinka Staikova 6. Pope Francis - Clairvoyant reading/Psychic predictions December 19,2022 - His health, A big hassle in the Vatican - Who will be the heir of Pope Francis? Where is the hidden energy source of the Vatican? Soon - Nuclear explosion, radiation in the air . When Pope Francis will die? - by Clairvoyant Stoyanka Staikova 7. Valery Gerasimov ( Russian Chief of the General Staff) - Clairvoyant/Psychic predictions December 19,2022 - by Clairvoyant Ivelina Staikova 8. Guy Consolmagno (Director of the Vatican Observatory, The Astronomer of Pope Francis) - Clairvoyant/Psychic predictions December 23,2022 : Blood, Money, Life, The Catholic Church, The Pope, Invasion, The Sun. An alien weapon and how does it work in the Vatican, A bomb in Rome, …. 9. Tom Palmer - Newmont Corporation (World's leading Gold Company and producer of copper, silver, zinc and lead) - Clairvoyant/Psychic predictions December 20,2022 - Reconnaissance, New big deposit on Mediterranean Island, How will play the price of Newmont's stocks. When is rising the price of their shares and their movement until May 2025 …. Click here to read more : https://hottestnewspredictions.blogspot.com/2022/12/new-ebook-financial-forecasting-and.html

InciteFUL Profit Podcast | Incite Tax
How to do Financial Forecasting

InciteFUL Profit Podcast | Incite Tax

Play Episode Listen Later Dec 21, 2022 6:08


Free Forecast TemplateWealth Building Framework Sneak PeekForecasting financials for the next year can be a daunting task. Sometimes it feels like a guessing game or worse, pointless. But after following these steps of the best way to forecast revenue and expenses, you'll have a roadmap to guide you to success the way you want it. Best Way to Forecast RevenueYou are going to start with forecasting your revenue by month.Very first thing is to list out all of the services and products that you currently sell or want to sell in the upcoming year in the template. I'll show you an example in just a second. Here are some questions to consider when thinking through what your revenue is going to be like for next year?·       Are you offering any new services? ·       If you are, when will those be ready? ·       Are you going to rearrange any type of existing services? ·       Are you stopping them all together? ·       How many units of each service do you think you're going to need to sell? ·       And what's your price on those?Best Way to Forecast ExpensesNext, you're going to look at expenses. First, look at expenses directly related to revenue, just those expenses. Now looking at new revenue, think through what expenses are going to be leading up to that new revenue. With a digital course as in the example, there's probably some contractor payments that maybe you'll have before you actually ramp up.It's important to forecast these out in the months they will happen before you have the revenue so that you can see where your cash balance is. After you've forecast expenses that are directly related to your revenue, it's time to go back and look at your historic expenses. What I am not going to do is take an average of my historical expenses and put them in my forecast. That is not forecasting. That's not even budgeting. That's just not good. Don't do it. Look at each and every expense and take the time to determine if the expense helps you keep customers or helps you get new customers. That's an idea I got from a book written by Keith Cunningham.Forecasting Financials is Worth Your Time Proper forecasting does take time. And it's going to be some of the most worthwhile time you put into running your business, because then you'll have a roadmap of what you want to accomplish. And don't stop forecasting and making changes to your forecast until you're happy with the result. Plan each month so you're happy with the net income it's going to offer, you're happy with your take home pay, you're happy with the growth. Do all that on paper first, and now you have this roadmap so that each month you can compare how you did to what you wanted to do. John Briggs | Tax Geniusinfo@incitetax.com801-999-8295Visit our website @ Incite Tax Schedule A CallIRS Sucks T-shirts now for sale @ Incite Shop Follow us on…FacebookLinkedInInstagramTwitterYouTube

RUN LIKE CLOCKWORK: SMALL BUSINESS OPERATIONS
193: Do this to make your 2023 more efficient… financial forecasting

RUN LIKE CLOCKWORK: SMALL BUSINESS OPERATIONS

Play Episode Listen Later Dec 14, 2022 19:20


We're finishing this year strong with a mini-series on everything you need to do to get yourself ready for 2023! Today is all about financial forecasting... and our resident expert Tyler joins Emily to break it down simply.   They cover: What forecasting is exactly The simplest way to evaluate your data What this process looks like in the day to day How people use forecasting to make decisions The common mistakes people make Forecasting is one of the most powerful tools you'll have in your arsenal when it comes to maximizing your efficiency, As Tyler shares, it doesn't have to be complicated or take a ton of time, but the data it provides makes it so much easier to make decisions! If you're craving more freedom from your business, the time to join the accelerator is now! Visit clockworkaccelerator.com for more info!   Connect with us on instagram here: https://www.instagram.com/rlclockwork

The Innovative Agency
186. Financial Forecasting and Planning for Tomorrow, Today, With Ryan Watson

The Innovative Agency

Play Episode Listen Later Dec 7, 2022 33:45 Transcription Available


Summary Ryan Watson, a partner at Upsourced Accounting, joins the discussion to highlight how financial forecasting before a crisis can actually help you avoid one. Understanding which metrics are important – and which ones are distracting – can help agency owners avoid the overwhelm and achieve forward momentum and progress. Intro In this episode of the Innovative Agency, we are looking ahead to 2023. If you're like most agency owners, you have probably been planning for the new year and thinking a lot about metrics, numbers, money, and how to improve your profitability. As talks about a possible recession heat up, many have been wondering how they can prepare for tomorrow, today. What You Will Learn in This Episode How forecasting, strategic planning, and KPI reviews can help you plan for the next 1, 3, or 5 years Why being financially responsible every day will set you up for success regardless of the economy The challenges many agency owners face when getting their finances in order What the “Million-Dollar Moment” is, and how that shifts an agency's mindset around finances The “Hierarchy of Needs,” and the questions you should be asking to assess the financial health of your agency How to overcome overwhelm by focusing on the metrics that are relevant and deciding which ones are distracting Bio Ryan Watson is an experienced operations and finance leader for creative agencies and venture-funded startups. By day, he is a partner at Upsourced. Ryan helps scaling creative agencies see the future and drive profits. By night, he runs a tech startup and helps other startup founders avoid some of the mistakes he made in his career. Previously, Ryan served as COO and CFO of Ahalogy, a venture funded influencer marketing agency, which exited to Quotient Technology, Inc (NYSE: QUOT) in June 2018. Prior to Ahalogy, he cut his teeth at Sqrl - a SaaS product incubated out of Upsourced that automated document collection for service firms. Sqrl received an Entrepreneur of the Year EDGE Award from Ernst & Young and 'Outstanding Emerging Innovation' honors from the Cincinnati Business Courier. Resources Websites:https://ryankwatson.com/ https://upsourcedaccounting.com/ LinkedIn:https://www.linkedin.com/in/ryankeithwatson/ https://www.linkedin.com/company/upsourced-accounting/ Facebook: https://www.facebook.com/upsourcedaccounting/ Twitter: https://twitter.com/Upsourced?s=20&t=x1hKhOkI_oA2Z3Lhsyc_Bg Recession diagnostic:https://upsourced.typeform.com/to/DhjP6oh8 Recession Guide: https://hubs.ly/Q01rFvjq0

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
Psychic Predictions for Russia 2022-2024 of : Yevgeny Prigozhin (Wagner Group),Putin,Ukraine,Gazprom

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Dec 6, 2022 11:42


New E-book : Psychic Predictions for Russia 2022-2024 of : Yevgeny Prigozhin (Wagner Group), Yury Denisov (Moscow Exchange CEO), Vladimir Putin, Alexei Miller (Gazprom), Alina Kabaeva ( Vladimir Putin's first lady), Sergey Naryshkin - Head of Russia's Foreign Intelligence Service… Published : December 4, 2022 By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova 2022 Copyrights Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Price : 60 GBP To order Contact us at email : dimitrinka.staikova@hotmail.com +A GIFT - For every order of the E-book above You will receive : New E-book : Time, Space, Cosmos and Technologies 2022/2023. Financial Forecasting and World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow, Finances. The war of the Ayatollahs in Iran. Where is the place for control of the weather? - Clairvoyant/Psychic predictions and prophecies By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Published : October 8, 2022 https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-e-book-time-space-cosmos-and-technologies-20222023-financial-forecasting-and-world-stock-exchanges-dubaihong-kongnysejapaneuronextmoscow-finances-the-war-of-the-ayatollahs-in-iran-where-is-the-place-for-control-of-the-weather-clair TABLE OF CONTENTS : 1.Yevgeny Prigozhin (Russian Oligarch - Wagner Group Boss Russian mercenary army) - Clairvoyant/Psychic predictions Nov.29,2022 : Bloody events to disobedient Russian oligarchs all over the world . The oligarchs who have returned to Russia swear allegiance. The Third World War begins! When ,Where and What?Evgeny Prigozhin will be immobilised by Satellite beam … - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova” - from Europe, Bulgaria, Varna. 2. Yury Denisov (Moscow Exchange CEO) - Clairvoyant/Psychic predictions September 21,2022 : Fear of betrayal. Health, Business, Wars, Business contracts and Stock Exchange operations. Death, COVID , Where they are investing their money? What is the most valuable for the business? New World Order 2022-2023-2024. Gold,Diamonds, Metals and new owners. Psychic predictions for Russia and the Russian business for each month from year 2022 to 2024 - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova “ - from Europe, Bulgaria, Varna. 3. Vladimir Putin (President of Russia) - A disease caused by comb. Clairvoyant/Psychic predictions July 23,2022 to Putin and Russia. What will happen year 2022 and part of 2023 - Putin, Russia, The World, Health, Wars, Trade, War with Energy Companies, New Spaceships and technologies, Accident in a swimming pool, New Energy constructions, Upcoming world events, War footing - when? Between two worlds, The death of Putin - when? - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova” - from Europe, Bulgaria, Varna. 4. Alexei Miller (Chairman at the Board of Gazprom) - His health and Clairvoyant/Psychic predictions July 26, 2022 to : Alexey Miller and Gazprom year 2022-2023. Whether he will become a leader of Russia. Construction of gas pipelines. Contracts between Russia and other western countries. Elections. Assaults. New energy deposits, Merger, New Military unions, New Space fuels and weapons. A victory. How much and when will be full the gas pipelines. New underground discoveries - in a big cave. When there will be assault against Miller? When I see death of former employees and Miller ? - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova” - from Europe, Bulgaria, Varna…….. ……. Click here to read more : https://hottestnewspredictions.blogspot.com/2022/12/new-e-book-psychic-predictions-for.html

The Good Food CFO podcast
Demystifying Sales Projections & Annual Planning with Felice Thorpe

The Good Food CFO podcast

Play Episode Listen Later Dec 5, 2022 50:51


Having a Financial Forecast is like having a road map for your business. The more robust that forecast is, the more confident you can be that you are headed in the right direction. But many Food Founders don't complete the process due the uncertainty around sales projections and promotional planning.  In this episode, Sarah welcomes back Felice Thorpe as they discuss forecasting, and introduce the brand new Annual Planning Workshop they have created to help founders simplify the financial forecasting process. You'll hear: What you'll need to get started with your Financial Forecast Why you should include your team in the process How to get over the fear of getting your Sales projections wrong Where to include promotions in your plan And so much more! Financial Forecasting is a valuable process for your Good Food Business. The resulting 12-month Financial Forecast is a tool you can revisit throughout the year to ensure that you are on track to reach your goals. If you are interested in the Annual Planning Workshop, visit our website. You'll find more information on this workshop, as well as our new Good Food CFO Courses as they become available.   Got a question or idea for the show? Email us at JoinTheConvo@thegoodfoodcfo.com Instagram: @The.Good.Food.CFO Join us in the Profitable Food Business Community

RTÉ - The Business
Financial Forecasting

RTÉ - The Business

Play Episode Listen Later Dec 3, 2022 8:41


There was news of a fall in Eurozone inflation rates for the first time in 17 months on Wednesday. While that might sound optimistic, the high cost of living suggests that consumers aren't likely to feel the positive effects of those trends in the immediate future. I'm joined by economist Austin Hughes to discuss these latest trends.

Her CEO Journey
The Power of Intentional Forecasting

Her CEO Journey

Play Episode Play 58 sec Highlight Listen Later Dec 1, 2022 10:32 Transcription Available


What happens when the economy drastically shifts? Will your business survive? We've seen this in the wake of the pandemic where companies were forced to change or close. This is where forecasting comes in. Most people think forecasting is future-proofing and predicting the future in some way, but that's not the case. Instead, forecasting is a continuous process that allows you to know when you need to change. Don't leave it up to chance. We're taking you through the six steps of intentional and purposeful forecasting and how it can help you make better business decisions, even when times are tough. If you want to learn how you can use forecasting to protect and grow your business, this episode is for you!3 reasons why you should listen to the full episode:Understand the importance of forecasting and how it can help you make decisions. Learn the 6 steps of intentional and purposeful forecasting.Find out the most important step that most business owners forget about when doing forecasting. Episode Highlights[01:04] What is Forecasting? [02:28] Step 1: What's Your Impact? [04:29] Step 2: Data Gathering [05:44] Step 3: Data Analysis   [06:33] Step 4: Make Assumptions    [07:58] Step 5: Financial Forecasting     [08:15] Step 6: Update the Forecasting  Enjoyed This Podcast?Write a review and share this with your friends.Connect With MeReady to transform your purpose into an impactful business financial story, profit, and joy? Schedule a chat with me at any time

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
Iran says starts enriching uranium to 60% at Fordo plant - as predicted by Clairvoyant Staikova

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Nov 23, 2022 4:04


MEDIA CONFIRMATION : Iran says starts enriching uranium to 60% at Fordo plant hidden under mountain Nov.22,2022 - as predicted by Clairvoyant Stoyanka Staikova in her E-book publ. October 8,2022 New E-book : Time, Space, Cosmos and Technologies 2022/2023. Financial Forecasting and World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow, Finances. The war of the Ayatollahs in Iran. Where is the place for control of the weather? - Clairvoyant/Psychic predictions and prophecies By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Published : October 8, 2022 TABLE OF CONTENTS : https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-e-book-time-space-cosmos-and-technologies-20222023-financial-forecasting-and-world-stock-exchanges-dubaihong-kongnysejapaneuronextmoscow-finances-the-war-of-the-ayatollahs-in-iran-where-is-the-place-for-control-of-the-weather-clair ONLY A SMALL PART OF CLAIRVOYANT/PSYCHIC PREDICTIONS ABOUT : Ayatollah Ali Khamenei (Iran's Supreme leader) - Clairvoyant/Psychic predictions September 19,2022 : The war of the Ayatollahs - time of funeral, resurrection, miracles. Who are the future ayatollahs? Who will stay? What will happen with the government of Iran year 2022/2023 - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova “ - from Europe, Bulgaria, Varna Visit our E-book Store , Blogs and Websites: http://clairvoyantDimitrinkaStaikova.weebly.com http://sites.Google.com/site/dimitrinkastaikova http://HottestNewsPredictions.blogspot.com http://ivstaikova.wixsite.com/clairvoyant ….. *************************************** In Addition : • Iran's Supreme Leader Ali Hosseini Khamenei - Clairvoyant/Psychic predictions September 17,2022 for : his health, the oil business of Iran, More protests. Explosion - where? Problems with the nuclear facility of Iran - by Clairvoyant Stoyanka Staikova http://clairvoyantDimitrinkaStaikova.weebly.com ….November/December 2022 - I see an underground facility located in the base of a mountain or a hill - under a thick layer of earth, there is a big car moving underneath and carries many radioactive bombs (cores) and transmits and receives data (information). Iran will move their nuclear facility because of attempts by the West to detect it from above…. ************************************** • Ali Khamenei (Ayatollah of Iran) - Clairvoyant/Psychic predictions September 17,2022 - Upcoming Attack against oil fields - by Clairvoyant Ivelina Staikova ….. ************************************** MEDIA CONFIRMATION : Iran says starts enriching uranium to 60% at Fordo plant FacebooTwittEmaiSha Tuesday 22 November 2022 - 1:53pm https://www.enca.com/business/iran-says-starts-enriching-uranium-60-fordo-plant TEHRAN - Iran said Tuesday it had begun producing uranium enriched to 60 percent at its Fordo plant, an underground facility that reopened three years ago amid the breakdown of its nuclear deal with major powers… … The heavily protected Fordo plant around 180 kilometres (110 miles) south of Tehran was built deep underground in a bid to shield it from air or missiles strikes by Iran's enemies.… … While Iran is already enriching uranium up to 60% purity elsewhere, its decision to do so at Fordow is likely to be viewed by Western nations as particularly provocative because the site is buried under a mountain, making it harder to attack.… … "We warned that political pressure and resolutions wouldn't change anything and that the adoption of a resolution would draw a serious response," said Eslami. "That's why the production of uranium enriched to 60 percent began at Fordo from Monday." Click here to read more : https://hottestnewspredictions.blogspot.com/2022/11/media-confirmation-iran-says-starts.html

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
Financial forecasting by Clairvoyant Stoyanka Staikova : soon - investment in bauxite (aluminium)

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Oct 28, 2022 0:32


Financial forecasting by Clairvoyant Stoyanka Staikova: Soon there will a huge searching for Bauxite - It is used as main raw material for alumina making, which in turn is utilised for aluminium manufacturing. #Budget2023 #MONEY #invest #investor Visit our E-book Store , Blogs and Websites: http://clairvoyantDimitrinkaStaikova.weebly.com http://sites.Google.com/site/dimitrinkastaikova http://HottestNewsPredictions.blogspot.com http://ivstaikova.wixsite.com/clairvoyant OUR LATEST EBOOKS : YOU CAN ORDER THE EBOOK WITH WESTERN UNION ONLINE The Ebook will be delivered in Your Email in the next 24 hours. EBOOK STORE : BOOKS PUBLISHED YEAR 2022 Our Latest Ebooks : New E-book : Time, Space, Cosmos and Technologies 2022/2023. Financial Forecasting and World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow, Finances. The war of the Ayatollahs in Iran. Where is the place for control of the weather? - Clairvoyant/Psychic predictions and prophecies By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Published : October 8, 2022 https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-e-book-time-space-cosmos-and-technologies-20222023-financial-forecasting-and-world-stock-exchanges-dubaihong-kongnysejapaneuronextmoscow-finances-the-war-of-the-ayatollahs-in-iran-where-is-the-place-for-control-of-the-weather-clair *********************************** 93. New Ebook : 2024 Election - Clairvoyant/Psychic predictions : Donald Trump and Trump Jr - US President and Vice President ,Tory leadership race candidates and Boris Johnson , The X boson particle , Turkey and the energy transport corridors, Putin, Russia and the World - Clairvoyant calendar, Alexei Miller and Gazprom ,The Ukraine war Published : July 29, 2022 By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova , Ivelina Staikova Table of Contents : https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-ebook-2024-election-clairvoyantpsychic-predictions-donald-trump-and-trump-jr-us-president-and-vice-president-tory-leadership-race-candidates-and-boris-johnson-the-x-boson-particle-turkey-and-the-energy-transport-corridors-putin-russi 92. New Ebook : Chaos,Fires,War - US Midterm Election 2022. Trump endorsed candidates - Who will win ? Whether Russia will intervene? Israel Elections 2022 ? Clairvoyant / Psychic predictions to : Herschel Walker, John Fetterman, Senator Raphael Warnock, Mehmet Oz, Ron DeSantis, Senator Mark Kelly . Psychic reading to : According to NASA a rocket body struck the Moon on March 4, 2022 near the Herzsprung crater, creating a double crater 28 meters wide Published July 12, 2022 By Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Click here to read Table of Contents : https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-ebook-chaosfireswar-us-midterm-election-2022-trump-endorsed-candidates-who-will-win-whether-russia-will-intervene-israel-elections-2022-clairvoyant-psychic-predictions-to-herschel-walker-john-fetterman-senator-raphael-warnock-meh Click here to read more - https://hottestnewspredictions.blogspot.com/2022/10/financial-forecasting-by-clairvoyant.html

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
Bloody Attack on Shia mausoleum in southern Iran - predicted by Clairvoyant Dimitrinka Staikova

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Oct 28, 2022 4:23


2 MEDIA CONFIRMATIONS : Fifteen killed in attack on Shia mausoleum in southern Iran Oct.27,2022…- as predicted by Clairvoyant Dimitrinka Staikova in her Ebook publ. October 8,2022 : Time, Space, Cosmos and Technologies 2022/2023. Financial Forecasting and World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow, Finances. The war of the Ayatollahs in Iran. Where is the place for control of the weather? - Clairvoyant/Psychic predictions and prophecies By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Published : October 8, 2022 2022©Copyright Dimitrinka Staikova , Stoyanka Staikova, Ivelina Staikova Table of Contents : https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-e-book-time-space-cosmos-and-technologies-20222023-financial-forecasting-and-world-stock-exchanges-dubaihong-kongnysejapaneuronextmoscow-finances-the-war-of-the-ayatollahs-in-iran-where-is-the-place-for-control-of-the-weather-clair ONLY A SMALL PART OF CLAIRVOYANT/PSYCHIC PREDICTIONS ABOUT : Ayatollah Ali Khamenei (Iran's Supreme leader) - Clairvoyant/Psychic predictions September 19,2022 : The war of the Ayatollahs - time of funeral, resurrection, miracles. Who are the future ayatollahs? Who will stay? What will happen with the government of Iran year 2022/2023 - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova “ - from Europe, Bulgaria, Varna Visit our E-book Store , Blogs and Websites: http://clairvoyantDimitrinkaStaikova.weebly.com http://sites.Google.com/site/dimitrinkastaikova http://HottestNewsPredictions.blogspot.com http://ivstaikova.wixsite.com/clairvoyant …..begins a war between the Ayatollahs… At first, I see imposition of his will - stomping of everyone - as with a heavy boot…..(MEDIA CONFIRMATION 1) Then begins the fear during a prayer and a religious ritual about the starting of the procedure for ordination as ayatollah. There will be bloody clashes and assaults….(MEDIA CONFIRMATION 2) MEDIA CONFIRMATION : MEDIA CONFIRMATION 1 : Iran protests: Police fire on Mahsa Amini mourners - witnesses October 26, 2022 https://www.bbc.com/news/world-middle-east-63397159 MEDIA CONFIRMATION 2 : Fifteen killed in attack on Shia mausoleum in southern Iran October 27, 2022 https://www.bbc.com/news/world-middle-east-63405073 Click here to read more : https://hottestnewspredictions.blogspot.com/2022/10/2-media-confirmations-fifteen-killed-in.html Our latest ebooks : 93. New Ebook : 2024 Election - Clairvoyant/Psychic predictions : Donald Trump and Trump Jr - US President and Vice President ,Tory leadership race candidates and Boris Johnson , The X boson particle , Turkey and the energy transport corridors, Putin, Russia and the World - Clairvoyant calendar, Alexei Miller and Gazprom ,The Ukraine war Published : July 29, 2022 By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova , Ivelina Staikova Table of Contents : https://clairvoyantdimitrinkastaikova.weebly.com/hottestnewspredictions/new-ebook-2024-election-clairvoyantpsychic-predictions-donald-trump-and-trump-jr-us-president-and-vice-president-tory-leadership-race-candidates-and-boris-johnson-the-x-boson-particle-turkey-and-the-energy-transport-corridors-putin-russi

Your Brand Amplified©
Robert Fehlen: Why Financial Forecasting Fails

Your Brand Amplified©

Play Episode Listen Later Oct 25, 2022 37:47


Robert has consulted for 20+ Shark Tank companies, startups, and Fortune 500 organizations.  He has assisted in 4 exits - 2 of which were SaaS companies.  He was formerly the Head Analyst for a $2.5 billion private equity portfolio and achieved a 7-figure net worth at 26.Robert also runs two private equity funds totaling $10M in real estate assets. Outside of business, Robert is passionate about spending time with his wife and kids, and considers himself a Personal Development Junkie. We're happy you're here! Like the pod? Follow us on all socials at @amplifywithanika and @yourbrandamplified Leave a review on Apple Podcasts Visit our website Connect with us at hello@yourbrandamplified.co

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House
Psychic Financial Forecasting : World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow

HOTTEST NEWS PREDICTIONS- Psychic News by Clairvoyant House "Dimitrinka Staikova and daughters

Play Episode Listen Later Oct 12, 2022 13:41


New E-book : Time, Space, Cosmos and Technologies 2022/2023. Financial Forecasting and World Stock Exchanges - Dubai,Hong Kong,NYSE,Japan,Euronext,Moscow, Finances. The war of the Ayatollahs in Iran. Where is the place for control of the weather? - Clairvoyant/Psychic predictions and prophecies By Clairvoyants : Dimitrinka Staikova, Stoyanka Staikova, Ivelina Staikova Published : October 8, 2022 World Predictions 2022/2023 - US Elections, Religious war in Iran, Hunger in Europe - Clairvoyant/Psychic predictions October 2022 - by Clairvoyant House “Dimitrinka Staikova and daughters Stoyanka and Ivelina Staikova “ - from Europe, Bulgaria, Varna http://clairvoyantDimitrinkaStaikova.Weebly.com http://sites.Google.com/site/DimitrinkaStaikova http://HottestNewsPredictions.blogspot.com http://ivstaikova.wixsite.com/clairvoyant I see many unrests and protests - Autumn 2022. Many explosions in the air as fire balls which are running in the air, then they bounce back and explode . Biden will increase its rating with his social policy. The Elections in USA will electrify the people again. The snow is coming, but for a short time. The financial policy will be floating without a shore and it will not be stable. Europe is into a war that will affect all countries. The Intelligence will lead in Iraq. Many of the rivers will change their colours. Betrayal and bankruptcies - until the end of the year. From Iraq begin the uniting of small, new branch of the Muslimness. Syria - for a few years ahead starts from the beginning with constructions, business, peace and war. From Syria are starting a lot of infectious diseases, because of the war until now. Iran is like a river that will start a religious war. China is the silent leader year 2023 - it will make giant steps in the business, but with many thinking and pauses. In Russia the events will follow quickly and with tension - rivers of blood; a lot of gold, less and less money and narrowed circle of oligarchs. What the mobilisation relies on, to the shock of gathered people at the border. If You woke up the Russian bear what will happen - who will eat whom? Europe has no news , that's why the terrorists are making the news. There is beginning of changes of the leaders in order to be controlled the population. There is hunger, stagnation, financially decreased policy and expectations for a leader. Which country rears its head - it's already known. The Scandinavians are quiet and for now they don't take the control in their hands. Where is expected the fire of the war to explode first - in which Western European country? Year 2023 - Japan will remain with part of her territory. The pressure on the planet is constantly shifting. New geysers and gas fields are exploding. There will be researches to the depths of the Earth and new results will be achieved in the human experiments. There will be not only one human kind. I see people with two heads and people mixed with animals. New blood and hormones researches will get new medicines for the people. COVID begins to subside, but it doesn't disappear. The big waves in the seas and oceans are increasing their size. The water will now overflow and disappear and it will make new paths for itself. The Earth will start to shake (the planet Earth). Year 2023 - there will be the question : Are we a planet or a travelling spacecraft? Are we a computer software or we are ordinary biological life? The bugs will be visible, the searching of a door in the time hasn't stopped. Time, Space, Cosmos and Technologies - that will be through year 2023. How the pages of the time are turned - past, present, future. You must be in the right place with the right person. There must be a thread between the both worlds and to be known where it's going. The invisible and the visible is like a war and peace. And there is balance in the both worlds…. Click here to read more : https://hottestnewspredictions.blogspot.com/2022/10/new-e-book-time-space-cosmos-and.html

Emerge Dynamics Podcast
Episode 21: Your Financial Forecast: Not A Tool To Predict The Future, But A Tool To Create It

Emerge Dynamics Podcast

Play Episode Listen Later Oct 11, 2022 27:56


In last week's episode, David and Eric talked about ROA and ROA and why it's important to grow your margin, but not at the expense of ROA. In today's episode David and Eric discuss Financial Forecasting. While many seek a tool to help them see into the future, we believe this is a tool that...

Founder Chats
A Holistic Approach to Financial Forecasting with Bijan Moallemi

Founder Chats

Play Episode Listen Later Jul 12, 2022 52:45


About Bijan Moallemi:A graduate of UCSD, Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Today, Mosaic has achieved a 3.5x increase in customer base, raised $18.5 million in funding with investors like General Catalyst and Founders Fund, and is deployed by the fastest-growing technology companies worldwide.About Mosaic Finance:Mosaic is a compass for business leaders, providing a real-time Analytics and Planning platform that helps teams get from data to decision — faster. Historically finance teams have spent the majority of their efforts in reactive mode, wrangling data to unlock basic facts about the past. A Strategic Finance Platform like Mosaic breaks that cycle by integrating data, automating analytics, and connecting teams so they can focus on the future.Show Notes:01:00 start of Bijan Moallemi's entrepreneurial journey05:00 making the move to fast-growing tech sphere in the Bay area: facing new business challenges14:00 the importance of building good financial foundations and structures25:00 the iterative process of choosing a model for financial forecasting: testing and adjusting forecasting over the first couple of years38:00 troubleshooting and dealing with the fallout of inaccurate financial models47:00 attracting first customers early on and building the product around them to make sure that what you're building matches their needs

Cordell & Cordell Men's Divorce Podcast
Financial Forecasting For Divorce: Part 1 – Men’s Divorce Podcast

Cordell & Cordell Men's Divorce Podcast

Play Episode Listen Later Apr 12, 2022 35:54


Cordell & Cordell Co-Founder and Principal Partner Joe Cordell and Executive/Managing Partner, CEO Scott Trout kick off the first episode of a podcast series about financial forecasting for divorce. In this series, Mr. Cordell and Mr. Trout seek to provide listeners with a framework for analyzing finances at the outset of the divorce process. They […] The post Financial Forecasting For Divorce: Part 1 – Men's Divorce Podcast appeared first on Cordell & Cordell.

Cordell & Cordell Men's Divorce Podcast
Financial Forecasting For Divorce: Part 1 – Men’s Divorce Podcast

Cordell & Cordell Men's Divorce Podcast

Play Episode Listen Later Apr 12, 2022 35:54


Cordell & Cordell Co-Founder and Principal Partner Joe Cordell and Executive/Managing Partner, CEO Scott Trout kick off the first episode of a podcast series about financial forecasting for divorce. In this series, Mr. Cordell and Mr. Trout seek to provide listeners with a framework for analyzing finances at the outset of the divorce process. They […] The post Financial Forecasting For Divorce: Part 1 – Men's Divorce Podcast appeared first on Cordell & Cordell.

Kruze Consulting's Founders and Friends Podcast for Startups
David Greenbaum of OnPlan talks about improving and streamlining financial forecasting for startups

Kruze Consulting's Founders and Friends Podcast for Startups

Play Episode Listen Later Mar 9, 2022 29:19


David Greenbaum of OnPlan (https://onplan.co) discusses OnPlan's product, combining spreadsheets, native business intelligence, and a multidimensional database to help companies integrate and visualize financial forecasting data with greater ease and fewer errors. Kruze Consulting is a leader in Startup Tax (https://kruzeconsulting.com/startup-taxes) Filings, Payroll Tax Savings from R&D Tax Credits, professional advice and more! Find out why hundreds of seed and venture-funded startups trust Kruze Consulting's tax experts, software and process to save them time and hassle.

Lagniappe
The Impact of Financial Forecasting and Market Corrections

Lagniappe

Play Episode Listen Later Feb 1, 2022 29:34


Investors' decisions are mostly based on financial predictions made by so-called experts. So, when the news broke that we were about to enter a pandemic, investors and advisors were in shock. How do investors move forward when modern society is suddenly afflicted by an uncontrollable peril like COVID-19? In this episode, Doug and Greg talk about the risks of poor financial forecasting, the truth about market corrections, and the true indicators for smart investing practices.  Key Takeaways [02:03] - Why is forecasting in finance becoming a nightmare? [03:47] - What forecasts and projections really tell you. [05:47] - Omicron's impact. [09:52] - How COVID-19 has been affecting investors' and advisors' daily lives. [12:30] - Why is it impossible to forecast in finance? [15:29] - Why the bond market is always the best guide. [17:11] - Two factors that affect inflation. [18:36] - Why corrections are normal. [25:10] - How forecasting works in sports. Quotes [10:26] - “This has been such a shock to society, especially a society that's been used to general comfort throughout life. I think if this would have happened 100 or 200 years ago, people would have just dealt with it and moved on. But now we're basically protected from most dangers in the world and modern society. And so having an uncontrollable danger like this is a complete shock to the system, and I think it's going to take time to come out of it. And I'm hopeful sooner rather than later.” - Doug Stokes [12:35] - “It's impossible to forecast what's going to happen in the future. We were in the trenches dealing with human psychology and individuals that were dealing with some very stressful situations in March of 2020, and nobody could've forecasted that we were going to run into a pandemic.” - Greg Stokes [22:17] - “As an investor, if you can't take the 10% or maybe even 20% correction in stocks─because it's going to happen statistically once every year with 10% and once every six years at 20%─then what's your alternative?” - Doug Stokes Links  How bad are Wall Street forecasts? Really bad by Morgan Housel | USAToday Warren Buffett NFL US Senator Joe Manchin S&P500 @fivethirtyeight on Twitter New York Times Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts LagniappePodcast.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Financial Analysis for Smart Manufacturing Opportunities

This is an educational podcast designed to accompany Finance in Smart Manufacturing at Purdue University, taught by Dr. Kathy Newton.

So klingt Wirtschaft
Financial Forecasting – bessere Entscheidungen dank KI?

So klingt Wirtschaft

Play Episode Listen Later Nov 24, 2021 18:17


Die Finanzplanung ist ein Kernelement für Entscheidungen in Unternehmen. Künstliche Intelligenz soll diese nun verbessern – und in die Zukunft blicken.

Global S&OP Community
#2#The importance of Financial forecasting in S&OP with Mohammed Mahmoud

Global S&OP Community

Play Episode Listen Later Aug 7, 2021 59:35


S&OP Knowledge, You will not find it in books, trust me! How the S&OP play the role of translating the Business financial plan into realistic sales plans? How the mix of the products for the sales plan could affect the executive decisions by looking into P&L elements? How does S&OP help the company profit? What is S&OP from the financial lens? How to translate S&OP volume forecast into Financial forecast under the Income statement? Why it's important to look into the revenue, not the sales? How companies can accelerate their P&L growth in a healthy way? All of those great questions will be answered by Mohamed Mahmoud (Business Financial Expert). Massive values you will never find in books will be driven tonight at 9:00 PM KSA time and the streaming will be from Ahmed El Hamamsy profile. We will be waiting for you with another great topic (S&OP financial forecasting) Follow Global S&OP Community Every week. You do make a difference. #business #growth #sales #finance #community #S&OP #marketing #sales #supplychain #demandplanning #Forecasting

UpTech Report
Better Financial Forecasting | Brandon Metcalf from Place Technology

UpTech Report

Play Episode Listen Later Aug 4, 2021 25:02


For most founders, acquiring millions in funding and achieving exponential growth is the dream. But when that dream becomes a reality, it's not the end of the story. Investors want to make sure you have control of the financials and this requires extensive forecasting. Brandon Metcalf discovered this problem with his last company—and this inspired him to found his next. The solution is Place Technology, which offers financial forecasting software to help companies produce the info they need to grow and thrive.

She Loves to Plan - by Monique Sveinsson
EPISODE #7 - SHE LOVES TO PLAN | THE SERIAL ENTREPRENEUR with HELEN MCCUE

She Loves to Plan - by Monique Sveinsson

Play Episode Listen Later Aug 2, 2021 31:01


I am so excited about this episode!I'm here interviewing the amazing Serial Entrepreneur, a woman with many many talents, Helen McCue.Today I will be talking about:- Introducing Helen McCue - Masterminds - What are they?- Helen's Entrepreneurial Journey - Moments Candles Co - How it started & How Helen made her Business a success- “If you want it enough, you have to make sacrifices and put your ALL into it”- Moment Candles Co - Where the Business is today- Taking Opportunities- Challenges as Women in Business (and how to BEAT them)- Financial Forecasting - Working out a ‘Survival Budget'- “If you've got an idea, TRY IT”Hit subscribe if you enjoyed this episode!To be in for a chance of winning a product of YOUR choice from our store, take a screenshot of you watching or listening to this podcast and share to your stories and tag us @perfectplanner.company - the winner will be announced every Monday!You can find Perfect Planner Company on all of the below:Facebook: https://www.facebook.com/perfectplannercoShe Loves To Plan Business Lounge Facebook Group: https://www.facebook.com/groups/shelovestoplanInstagram: https://www.instagram.com/perfectplanner.company/Linkedin: https://www.linkedin.com/company/perfect-planner-company/Website: https://perfectplannerco.comHelen McCue:  https://www.momentscandlesco.comhttps://www.facebook.com/helen.mccue.37

EY FinTech & bEYond
#031 - Financial Forecasting: The road ahead for SMEs?

EY FinTech & bEYond

Play Episode Listen Later Jun 29, 2021 35:25


Small and Medium Enterprises (SMEs) are the backbone of the European economy. This is especially true for Germany, where the ‘Mittelstand' is key to making the country one of the largest exporters in the world. But despite their success, SMEs still face challenges when trying to make a clear forecast of their finances. Could FinTechs support them in improving their finance management? Together with Stephan Krehl, Country Manager at Agicap, Anders Nordkvist, CEO of Asteria AB, and Dr. Christian Reichmayr, CPO and member of the management board at fino, we are discussing solutions for financial forecasting and liquidity management, future trends in the market and the specific characteristics of the German market for SME financing. Moderation: Christopher Schmitz, Partner and EMEIA FSO FinTech Leader, and Dr. Francesco Pisani, Manager Strategy & Transactions. Questions or comments? Just contact us at eyfintechandbeyond@de.ey.com or Linked-In with feedback or suggestions for topics or guests. *** Kleine und mittelständische Unternehmen (KMUs) bilden das Rückgrat der europäischen Wirtschaft. Das gilt besonders für Deutschland, wo der Mittelstand einen großen Anteil daran trägt, dass Deutschland eine der größten Exportnationen weltweit ist. Aber trotz ihres Erfolgs haben KMUs immer noch Herausforderungen eine genauere Prognose deren Finanzen im Blick zu haben. Können FinTechs mit neuen, innovativen Lösungen das Finanzmanagement von KMUs entscheidend verbessern? Zusammen mit Stephan Krehl, Country Manager bei Agicap, Anders Nordkvist, CEO bei Asteria AB, und Dr. Christian Reichmayr, CPO und Mitglied der Geschäftsführung bei fino, diskutieren wir in einer englischsprachigen Folge Lösungen für Finanzanalysen und Liquiditätsmanagement, zukünftige Trends im Markt und die Besonderheiten des deutschen Markts für SME-Finanzierung. Moderation: Christopher Schmitz, Partner und EMEIA FSO FinTech Leader, und Dr.  Francesco Pisani, Manager Strategy & Transactions. Ihr habt Fragen oder Anmerkungen? Meldet Euch einfach bei uns unter eyfintechandbeyond@de.ey.com oder Linked-In mit Feedback oder Vorschlägen für Themen oder Gäste.  

The Money Barista Podcast
64. Financial Forecasting in your Business -Micro Pod

The Money Barista Podcast

Play Episode Listen Later May 19, 2021 10:08


In business, the sad reality behind the scenes is based around our business finances. We all start a business to make money, even just a little bit right!?!Today I want to bring to you how forecasting from unstable business times can be tricky and we need to know those periods of events to be able to help us forecast accurately.If you enjoyed today's episode, I would love to hear from you, please leave me a rating or a review, don't forget to subscribe to catch future episodes, and I hope you can tune in next time as I continue to unpack all things business! How can you find me:Website - https://kerryzarb.com/Instagram - https://www.instagram.com/kerryzarb/LinkedIn: https://www.linkedin.com/in/kerryzarb/Clubhouse - Kerry ZarbInformation contained in this segment should be taken as general advice only and your personal circumstances have not been taken into account. It is recommended that you seek financial advice from a professional who is licensed to do so. If you choose to act upon the general advice shared in this segment you do so at your own risk.

BizNation
64. Financial Forecasting in your Business -Micro Pod

BizNation

Play Episode Listen Later May 19, 2021 10:08


In business, the sad reality behind the scenes is based around our business finances. We all start a business to make money, even just a little bit right!?! Today I want to bring to you how forecasting from unstable business times can be tricky and we need to know those periods of events to be able to help us forecast accurately. If you enjoyed today's episode, I would love to hear from you, please leave me a rating or a review, don't forget to subscribe to catch future episodes, and I hope you can tune in next time as I continue to unpack all things business!   How can you find me: Website - https://kerryzarb.com.au/ https://kerryzarb.com/ Facebook Group - https://www.facebook.com/groups/biznationsupportgroup Instagram - https://www.instagram.com/kerryzarb/ LinkedIn: https://www.linkedin.com/in/kerryzarb/ Clubhouse - Kerry Zarb   Information contained in this segment should be taken as general advice only and your personal circumstances have not been taken into account. It is recommended that you seek financial advice from a professional who is licensed to do so. If you choose to act upon the general advice shared in this segment you do so at your own risk. I'd appreciate your support: https://www.buymeacoffee.com/kerryzarb See omnystudio.com/listener for privacy information.

Angelneers: Insights From Startup Builders
Solving the Challenges of Financial Forecasting with Brandon Metcalf

Angelneers: Insights From Startup Builders

Play Episode Listen Later May 14, 2021 52:21


Our guest today is Brandon Metcalf, a co-founder and CEO of Place Technology, a developer of financial forecasting and business planning software used to serve SaaS and professional services. In this episode, we sat down with Brandon to talk about helping SMBs solve the challenges that come with financial forecasting.

Business Talk Library
The Forecasting Tool for Your Business w/Brandon Metcalf; Founder of Place Technology

Business Talk Library

Play Episode Listen Later Apr 23, 2021 14:16


If you are going to make smart decisions in your business you need tools that will help you truly understand the financial impact of your options.  With this being true we sat down with Brandon Metcalf the CEO of Place Technology the only Financial Forecasting solution built in the Salesforce platform, to help small and medium-sized businesses understand how they can tackle this huge issue.--- If this is your first time tuning in, we encourage you to subscribe to the show so you can hear all the other insightful episodes (we share three interviews a week)  --- If you like what you’ve been hearing on this podcast, we invite you to go to wherever you’re listening to this episode and leave us a comment or review. Tell me what you love about this episode!  --- You can find all of the information about this episode and the show at www.businesstalklibrary.com/interviews  --- “If you want to learn more about finance and accounting as it related to business, check out our courses at the Business Talk Library university: https://btl.thinkific.com/  FREE COURSE: Understand the Income Statement in Less Than 15 Minutes: Use Code: "BTL2020" https://btl.thinkific.com/courses/incomestatement 

Connected & Ready
CFOs turn to tech and culture, with Jack McCullough

Connected & Ready

Play Episode Listen Later Feb 17, 2021 25:59


Gemma Milne talks with Jack McCullough, founder of the CFO Leadership Council about how CFOs can keep up with accelerated forecasting demands without sacrificing accuracy, the impact of automation on finance org functions, how CFOs can shift to make more proactive decisions, and some of the biggest near-term opportunities CFOs should be preparing for. About Jack McCulloughJack McCullough is the founder of the CFO Leadership Council, a global organization whose mission is to empower CFOs through cutting-edge professional development programs and peer networking. He is a CPA who has served as CFO for 26 different organizations during his career. He recently published his first book, Secrets of Rockstar CFOs, based on conversations with more than 40 of the world’s best financial executives. Jack is also a contributor to the Forbes CFO Network, where he shares insights on the issues facing CFOs and their teams. Jack holds an MBA from the MIT Sloan School of Management, and lives in Massachusetts with his wife and two teenage sons.Learn more:https://cfoleadershipcouncil.com/jackmccullough/ Topics of discussionHow the CFO role has evolved (02:52)The importance of culture and technology, and the relationship between the two (09:04)Striking a balance between short-term, reactive responses and long-term investments (12:27)Which technologies should CFOs be prioritizing (16:40)How large and small businesses have been forced to pivot to survive (21:29)Where are the biggest opportunities coming up for CFOs (23:59) Sponsor linkLearn how Microsoft Dynamics 365 Finance is helping organizations monitor the performance of global financial operations in real time, predict future outcomes, and make data-driven decisions to drive growth. Request a live demo today:  https://aka.ms/AA8l72b Register for Finance Reimagined on February 24, 2021Connect with finance leaders and gain valuable insight as we respond to, recover from, and reimagine the future beyond the global health crisis. #msftFinanceReimagined aka.ms/msftFinanceReimagined Helpful linksFollow us on social mediaTwitter: https://twitter.com/msftdynamics365LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamicsYouTube: https://www.youtube.com/channel/UCJGCg4rB3QSs8y_1FquelBQ

The Retirement Café Podcast
114 The 9 Accelerators of Successful Retirement Planning – Lifetime Financial Forecasting

The Retirement Café Podcast

Play Episode Listen Later Jan 19, 2021 29:32


Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning. The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, Asset Allocation, and Staying on Track. In this first episode we discussed the importance of considering our life priorities.   In this episode my wife and business partner, Kathy, is back in the interviewer's chair to ask me about the second of the 9 accelerators, Lifetime Financial Forecast In the conversation, I chat about why we should all start financially planning for our retirement, what a plan should include and start pointing you in the direction of how you can start a plan. Tune in to hear how anyone can start planning for their retirement.

The Breakout – Unleashing Personal Growth
Ep11: Halvern Logan reCHARGED

The Breakout – Unleashing Personal Growth

Play Episode Listen Later Dec 23, 2020 36:50


Please note: We had audio issues and Keri loses all audio. Keep listening as the show goes on! Living in two countries. Changing your career due to a dinner table conversation. Finding your fulfillment. Examining areas in which you are uncomfortable and finding people to help you along the way. Halvern Logan has done all that and has a beautiful story to share about being human and self-aware. Halvern had a moment in his life when he made the decision to change his career. He shares with us his path of going outside of his comfort zone, holding himself accountable, practicing meditation, finding balance and enjoying the journey. He talks about the importance of humility and asking others for help. Halvern asks us the important question at the end of the interview, “What would you do if you only had one day left?”Growing up, Halvern attended an all-male college preparatory school which has a Lasallian tradition. He completed his BA at the University of Tennessee in Economics while participating on one of the premier tennis teams in the country.  He then joined Federated Department Stores as a buyer and later moved to Merrill Lynch as a Financial Advisor.    Halvern then took a break from the corporate world to attend Pepperdine University in Malibu, CA where he completed his MBA before moving to Paris, France, completing the Master of International Business segment of his studies from the French Business University and earned a Certificat Pratique de Français (French Language Exam), at the Université of Paris Sorbonne. After a several years in Paris, Halvern returned to the US and joined Federal Express in Memphis, TN as a Sr. Financial Analyst and later returned to Europe after being promoted to Manager of Financial Forecasting as an expatriate in Brussels, Belgium.After 20 years of corporate life, he decided to change career paths, moving into Financial Recruiting Services, allowing him the freedom to travel & live internationally. He later created his own firm, HBL Search, supporting clients with a team of recruiters and a consortium of executive recruiters from all industries in the US & Western Europe. Halvern is active in non-profit organizations. He's been a member of the Black MBA Association for over 2 decades, where he was also the Vice President of Administration for the Los Angeles Chapter. Currently, he shares his time equally between Paris, France and Los Angeles, CA. Halvern performs multiple services for organizations in the US, Canada and Western Europe. This includes targeted searches for leading companies, start-ups, municipalities, and non-profits. He provides consulting services for organizations related to Diversity Planning, Career Coaching & Transitions/Outplacement Management. Connect with Halvern at https://www.linkedin.com/in/hblogan/ to learn more about him and his background. Sign up for our newsletter at https://abbraccigroup.com/. Please subscribe, leave a review and tell your friends about our podcast. Learn more about the CHARGE® model by purchasing the book, The Way of the HR Warrior. Let us know about the moments for you that changed your life trajectory. Drop us a note via our website. 

New Thinking Allowed Audio Podcast
InPresence 0188: A New Parapsychological Approach to Financial Forecasting

New Thinking Allowed Audio Podcast

Play Episode Listen Later Sep 11, 2020 15:12


Jeffrey Mishlove reviews the Global Consciousness Project, founded by Roger Nelson, and cites new research showing that time-series data can be derived from this Project that correlates positively and significantly with future stock market activity. This finding, if it can be sustained and applied, suggests that parapsychological research may become self-supporting. New Thinking Allowed host, … Continue reading "InPresence 0188: A New Parapsychological Approach to Financial Forecasting"

The FS Club Podcast
Debunking the ‘Conventional Wisdom' In Financial Markets: AI-Powered Financial Forecasting In Action - Innovation

The FS Club Podcast

Play Episode Listen Later Jul 27, 2020 45:39


As countries are starting to reopen their economies and easing lockdown restrictions, the threat of uncertain economic recovery and the possibility of secondary pandemic waves across all liquid asset classes still looms large. In this webinar, we will: Uncover why using ‘conventional wisdom' and ‘basic economic facts' that harness past data for future extrapolation purposes is a futile exercise, especially in dealing with unprecedented events. Analyse why they have failed in the past, and why (unsurprisingly!) they failed yet again when hit by COVID-19 induced volatility. Highlight why advance directional insights of market movements are crucial in dealing with more unknowns to come, including uncertain economic recovery and possible secondary pandemic waves across all liquid asset classes. Demonstrate how financial forecasting done right can seamlessly enhance your existing trading and investment strategies in this period of prolonged uncertainty. Share latest insights from AlgoDynamix's breakthrough forecasting analytics showing how economic sector activities and selected government interventions are continuously changing the global financial landscape. Speakers: Dr Jeremy Sosabowski is the CEO and Co-founder of AlgoDynamix, a financial analytics company providing advance warning of major directional market movements. Jeremy has over a decade of business and technology commercialisation experience. His previous roles include CTO at an instrumentation company (technology acquired) and data analyst within the online transaction space. His 'IP portfolio' includes several granted patents and more than 10 peer-reviewed publications. An expert in experimental physics, mathematics, and algorithms, Jeremy was (and still is) somewhat puzzled with the world's obsession with using past data for future extrapolation purposes; even more so when there is little or no past data available for such events. To redress this fundamental problem, he co-found AlgoDynamix in 2013 with software based on many years of academic research at the University of Cambridge. Ian Hillier-Brook's career spans 40 years in the Information Technology industry, much of it in the financial sector. He is an experienced senior manager and entrepreneur, and has held senior management positions in the UK, Europe and the USA. Before becoming the CEO of an LSE listed company, he managed European Operations for American IT firms. In the early 1990s, he started working with small companies in the financial IT sector to help raise funding, grow and drive acquisitions. These included companies in the time series database world and risk and regulation. Ian has helped a number of US technology companies enter the European market. Most recently he was the CEO of MCO Europe, the sole distributor of McObject's eXtremeDB financial edition in the UK and Europe. Interested in watching our webinars live, or taking part in the production of our research? Join our community at: https://bit.ly/3sXPpb5

Talk with Renee Dalo
032 |Talk About Financial Health with Michelle Loretta

Talk with Renee Dalo

Play Episode Listen Later Apr 9, 2020 36:51


This week, we are tackling that dreadful word... business finances. I’m chatting it up with Michelle Loretta, a business planner and financial strategist at Sage Wedding Pros. Tackling everything from financial planning, online bookkeeping, forecasting and paperwork, this episode is chock full of educational tidbits every entrepreneur should have in their back pocket to make savvy and money-saving decisions in their business.  KEY TAKEAWAYS:  Math Shame  Financial Fundamentals  Finance Squad for your Business Strategy  Investment Accounts/Personal Finance  Organize Paperwork  Other Financing Software to Look At  Segmenting  Financial Forecasting 

Uinfluence
Yuri Mavashev - Financial Forecasting [EP.48]

Uinfluence

Play Episode Listen Later Nov 18, 2019 81:26


On this episode of Uinfluence podcast Raphael interviews Yuri Mavashev, Founder of Finance Driven, to talk about financial forecasting, financial literacy, culture building and all things that effect employers and their growth. Yuri's professional journey began in the finance and analytics world working in corporate America until he became sick and tired of the corporate politics, bad culture and lack of possibility for growth. That is when he made a decision to follow his skills and passion to help other business grow by understanding financial forecasting and financial literacy. Connect with Yuri Mavashev on: https://www.facebook.com/yuri.mava https://www.instagram.com/yuri.mavashev https://www.linkedin.com/in/yurimavashev Share this episode and leave a comment with a FIVE star review if you haven't done so already and if you haven't subscribed to this podcast yet go ahead and hit the Subscribe button. To connect or ask a question you can find Raphael Mavi on: https://instagram.com/raphaelmavi https://facebook.com/Raphaelmavi

Success Hackers |  Empowering Entrepreneurs to Play Bigger in Business and Life
137. Clockwork is helping small business owners automate the financial forecasting in their business.

Success Hackers | Empowering Entrepreneurs to Play Bigger in Business and Life

Play Episode Listen Later Sep 24, 2019 30:16


Fady is a proven entrepreneur starting his first company at the age of 12 and running the family business through college, before starting his professional career at a Fortune 30 company working on the world's largest and most significant airplane programs.   Fady has started and grown his own outsourced CFO / COO consulting firm to service over 50 companies over the span of 3 years. Fady’s experience across various industries has set him up with the optimal skill set to identify and address the most recurring financial pain points with small business. Now, as a culmination of his life's experience, he runs one of the quickest growing financial technology company in Chicago, called Clockwork...

Fundraising Stories with Women Entrepreneurs
Investing Like a Woman - Bonnie Lister Parsons, Seen On Screen

Fundraising Stories with Women Entrepreneurs

Play Episode Listen Later Jun 7, 2019 43:32


Fundraising expert Julia Elliott Brown, CEO of Enter The Arena, talks with entrepeneur Bonnie Lister Parsons about her journey to opening a female-only investment round for empowering dance-class company Seen on Screen. Finding male investors impossible to crack, former dancer Bonnie raised £100,000 from female investors in a matter of weeks. Hear her talk breaking down investor stereotypes, knowing your financial worth and understanding your audience. As well as an insight into the SOS ethos of feminist empowerment through dance. In this episode you’ll discover… • Why breaking down rigid preconceptions of what entrepreneurs and investors look like is key to opening the floor to women • How knowing your financial worth is fundamental to pitching with confidence • Why resonating emotionally with your audience – investor or client – is the best way to build a business For the full video interview go to, www.enterthearena.co.uk/Fundraising-Stories/

David C Barnett Small Business & Deal Making
Happy Birthday Adventurers! 2019 May Adventure And Cash Flow Forecast Update

David C Barnett Small Business & Deal Making

Play Episode Listen Later May 22, 2019 5:21


Join the Adventure group here: https://gum.co/BizBuyerAdventure Take the Cash Flow program here: https://gum.co/smallbizforecasting Visit my blog at https://www.DavidCBarnett.com Related Article: Happy Birthday Adventure group! A year! Can you believe it? The Business Buyer Adventure group has been meeting for a year. There are over 30 call recordings. 12 expert guest calls. Oh, and BTW, the Financial Forecasting and Business Plan Writing program is also finished. Learn all about what’s going on in the update video here: Join the group. Meet others like you who want to take action to buy a successful business. Participate in our group calls and learn from other member’s deals. Sign up here: https://gum.co/BizBuyerAdventure If you are ever going to have to make a presentation to investors or lenders one day, The Cash Flow Forecasting and Business Plan Writing program is for you… also if you just want to see if your expansion or new idea is even feasible. Sign up over here: https://gum.co/smallbizforecasting

National Rural Health Resource Center's Podcasts
Demystifying Financial Forecasting for Good Business Planning

National Rural Health Resource Center's Podcasts

Play Episode Listen Later Apr 29, 2019 56:11


Financial forecasting begins with thinking through how to deliver the product or service that your customers may want. Rural Health Innovations (RHI) has developed a tool, Product and Service Canvas, that helps generate thinking for this development. To get to the end goal and complete a Canvas, you must be clear on your financial goals and consider your assumptions. This work prepares you to estimate costs and project revenues, ultimately forecasted net income for each of your network’s products and services. To take the mystery out of financial forecasting, RHI, in partnership with Steve Stoddard, have developed a tool that will help you think through and calculate a forecasted net income for each of your network’s products and services. With financial forecasts in-hand, you will be able to complete your business planning effort ultimately providing your network members and potential funders with a better understanding of your network’s sustainability, where you are achieving your goals, and are able to continue doing so over time.

David C Barnett Small Business & Deal Making
2019 March- Whats Going On In The Adventure Group And The Financial Forecasting Program

David C Barnett Small Business & Deal Making

Play Episode Listen Later Mar 27, 2019 10:51


Sign up for the Adventure group: https://gum.co/BizBuyerAdventure Sign up for the forecasting program: https://gum.co/smallbizforecasting Learn more and join my email list. https://www.DavidCBarnett.com Related Article: There’s lots going on in the Business Buyer Adventure group. The other group too. Hi, There’s been a lot going on this winter in the Business Buyer Adventure group. This past week we learned about some of the different ways a deal can get derailed and how you can get it back on track. Our Adventure calls are getting more and more live participants. Members are adding value to the conversation by sharing thoughts and opinions with each other. And these are not just random ideas- Every member of the group is an achiever in their own domain, and about half of them already own businesses! Watch the complete update video here: https://youtu.be/pshoxQAXht8 Join the group. Meet others like you. Participate in our group calls and learn from other member’s deals. Sign up here: https://gum.co/BizBuyerAdventure Also, find out what’s been going on in the Cash Flow Forecasting and Business Plan Writing Course. If you are ever going to have to make a presentation to investors or lenders one day, this program is for you… also if you just want to see if your expansion or new idea is even feasible. Sign up over here: https://gum.co/smallbizforecasting

David C Barnett Small Business & Deal Making
Intro To The DCB SmallBiz Financial Forecasting And Business Plan Program

David C Barnett Small Business & Deal Making

Play Episode Listen Later Feb 15, 2019 17:17


See the program outline and pre-order here: https://gum.co/smallbizforecasting

The Dentalpreneur Podcast w/ Dr. Mark Costes
509: Financial Forecasting or Timing the Market? with Alastair Macdonald

The Dentalpreneur Podcast w/ Dr. Mark Costes

Play Episode Listen Later Feb 9, 2019 23:41


Podcast favorite Alastair MacDonald joins me today as we circle back and analyze how his predictions from last year’s summit have come to fruition...Continue Reading...

[FNM] Financial Modeling
[FNM03C-ID] Financial Forecasting

[FNM] Financial Modeling

Play Episode Listen Later Nov 15, 2018 3:21


Credit title: Subject Matter Expert: Metya Kartikasary, S.E., Ak., M.Ak. Dokumenter: Binus University Uploaded by: Knowledge Management and Innovation Binus University

The Meb Faber Show
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax

The Meb Faber Show

Play Episode Listen Later Aug 13, 2018 20:01


We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s what you’re getting in today’s special bonus episode. If you’re interested in picking up a copy of The Best Investment Writing, Volume 2, head on over to Amazon or our publisher’s website, which is Harriman House. Also, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Todd take over with this special bonus episode.

Mastermind.fm
Episode 96 – Financial Forecasting with Christie Chirinos

Mastermind.fm

Play Episode Listen Later Jul 17, 2018 46:21


This week I was excited to speak with Christie Chirinos from CalderaWP. I had followed her WordCamp EU presentation on the topic of financial forecasting back in June of 2018 and it intrigued me. Christie has an M.B.A. in Management Information Systems from Florida State University and has been involved in the WordPress space for a few years now, currently being a partner in the CalderaWP team that is well-known for the Caldera Forms plugin. She enjoys sharing the knowledge she has gathered over the years with others in the WordPress community through talks at WordCamps and shows like this one. In the episode, Christie took some time out of her busy schedule to continue discussing financial forecasting, business strategies and business administration. We discuss everything from what financial forecasting is to what business strategies are and how you should plan out your future targets. We also delve into possible ways of learning more about how to run your business without having to necessarily get a degree or go to business school, plus a few other interesting tips and discussions that you won't want to miss! Links: Twitter: @cicichirinos Website: christiechirinos.com LinkedIn: Christie Chirinos (check out the delightful brief intro :) ) WordPress.tv: Financial Forecasting for WordPress Businesses (WordCamp US) A very similar talk to the one given at WCEU, for which the video is not yet available. Plugin: Caldera Forms

Goldstein on Gelt
Can Financial Forecasting Predict the Best Investments?

Goldstein on Gelt

Play Episode Listen Later Mar 1, 2017 24:34


Many investors use “financial forecasting” and base their investment strategy on what they think might happen in the markets. Is that a good idea? Roger Whitney, CFP®, host of The Retirement Answer Man podcast, and Douglas Goldstein, CFP®, director of Profile Investment Services, Ltd., discuss the problems with choosing investments based on predictions of what might be. Learn the difference between assumptions and forecasts and find out what you should look for in both the short and long term. Should you buy bonds if interest rates go up? What happens to bonds when interest rates rise? Watch an eight-minute video on bond laddering and how it can help you make the most of rising interest rates. Follow Roger Whitney on The Retirement Answer Man podcast on iTunes and on Twitter @Roger_whitney

Retirement Answer Man
#152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU

Retirement Answer Man

Play Episode Listen Later Jan 11, 2017 33:59


Financial forecasting season is upon us! It’s the new year and there’s always a handful of predictions you see regarding politics, markets, social trends, and much more. If you spend much time listening to the talking heads out there you can come away very confused. Why? Because you’ll hear as many opinions and forecasts as there are talking heads! On this episode of The Retirement Answer Man, I’m going to talk a bit about the role financial forecasting should play in your financial decisions. You’re going to find out what I think of all the expert advice out there, so be sure you give this one a listen. Financial forecasting is often primarily about attention, not truth. Don’t get me wrong, the people out there making their financial forecasts truly believe that what they are saying is really going to happen. But they’re not making their forecasts solely for the sake of helping you know what to do. They are trying to get attention, to get eyes on themselves and their organizations. That enables them to be positioned as an expert in the field and hopefully (they are hoping) they will get some clients or business as a result. So how should YOU take action based on the forecasts? I’m going to tell you what I think, on this episode. What is a donor advised fund and how can you use one? On this episode of The Retirement Answer Man, I received a question from a listener about the wisdom of putting some assets into a “donor advised fund.” What is that you may ask? A donor advised fund is essentially a philanthropic financial vehicle established at with some public charity. It allows you - or any donor for that matter - to make a charitable contribution, receive an immediate tax benefit and then recommend grants from the fund over time. So in this way, as a donor, you are able to also be an advisor to the fund regarding what they do with the money that's given. So in answer to my listener’s question I dive into those types of funds and give a bit of advice about how you can wisely contribute to and participate in them. Do you have retirement funds in an ESOP? Is there any way to move them out? One of the things I love to do on The Retirement Answer Man show is answer listener questions - and on this episode, I got a great one about ESOP accounts. An ESOP is an employee stock ownership plan. It’s a qualified plan designed to invest primarily in the stock of the company where you are employed. ESOPs are "qualified" in the sense that the ESOPs sponsoring company, the selling shareholder and participants receive various tax benefits. But the listener who asked the question wants to diversify the account. Is it possible? I’ve got some suggestions for him on this episode, so be sure you listen. Are you device-addicted? You should take the question seriously. I recently saw a video created by a very thoughtful and wise guy named Simon Sinek. He was talking about the tendency among Millennials to be “device addicts.” He pointed out that the “ding” of a device notification stimulates the very same chemicals in the brain as shot of cocaine. That means we are able to become physically addicted to the sensation on certain levels. Why am I asking the question? Because I’m concerned not just about retirement planning, but retirement planning that leads to a HAPPY life. And if you’re addicted (to anything) I doubt you’re going to be your happiest. Find out how I suggest you go about answering the question on this episode. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN [0:32] My introduction to this episode of the podcast and an invite to check out the blog. [2:31] Retirement Plan LIVE begins February 1st with a new couple! HOT TOPIC SEGMENT [4:26] The issue of predictions for the markets for 2017. [6:49] How I think about predictions (it’s all about attention). [9:10] What you have to do practically in light of predictions. [14:13] High value activities regarding your portfolio. PRACTICAL PLANNING SEGMENT [15:45] QUESTION: How wise are donor-advised funds and how should I approach them? [22:01] QUESTION: My portfolio is full of company stock only by requirement (ESOP). Is that legal? [26:06] QUESTION: Can a spouse take an early SS benefit on their own then “upgrade” to the higher benefit of their spouse when the time comes? TODAY’S SMART SPRINT SEGMENT [30:06] In the next 7 days, update your net worth statement for 2016. THE HAPPY LAB SEGMENT [31:15] Do you have a device-addition? Do a self examination. RESOURCES MENTIONED IN THIS EPISODE Contact Roger: http://www.rogerwhitney.com/retirementanswers/ www.RogerWhitney.com/blog - check out my new blog! Roger’s retirement learning center: www.RogerWhitney.com/learn The Retirement Answer Man Facebook page: www.Facebook.com/RetirementAnswerMan TWEETS YOU CAN USE TO SPREAD THE WORD #152 - #FinancialForecasting: #2017Predictions And The Impact They Have On YOU #FinancialForecasting is often primarily about #attention, not #truth What is a #donor advised #fund and how can you use one? Do you have #RetirementFunds in an #ESOP? Is there any way to move them out? Are you #DeviceAddicted? You should take the question seriously

The Meaningful Money Personal Finance Podcast
MMP154: Net Worth – How much is enough?

The Meaningful Money Personal Finance Podcast

Play Episode Listen Later Apr 13, 2016 39:59


This week I'm going to be looking at the subject of Net Worth, a subject I covered briefly back in Session 93. Back then I defined it and talked about how to increase it, but today's session is a deeper dive into the subject, inspired by an email conversation I had with a listener called David. Podcast: Subscribe in iTunes | Play in new window | Download Scroll down for the cheatsheet for this session... Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I'm doing, trying to get decent, easy-to-understand financial information out to the world. I'm very grateful to them for their support. You can see what they're up to at 7im.co.uk Net Worth - How Much Is Enough? Listener David from Glasgow is on the MeaningfulMoney mailing list, and I love for people to hit reply and ask questions and offer suggestions for topics they'd like me to cover. David and I got into conversation about Net Worth. He wrote this to me: Re net worth, I am just amazed how little this seems to be of interest and I read very little about the concept in the UK financial websites / papers. Would be good to have a session on how various people 'run' their personal finance - for example I have a spreadsheet with various tabs and update my Fidelity S&S ISA and separate share tabs weekly with all sorts of info, then do a 'net worth'  and 'balance sheet' each month and save on a master tab. I also have tabs for pension, retirement planning, spend and savings targets. All fine as far as it goes, but is there a 'master class' podcast on the basics you should keep tabs on So I took this as a prompt to explore the concept of Net Worth in a bit more detail. In this session, you'll discover: The simple definition of Net Worth Why, even though it sounds simple enough, it can be tricky to work out what your future Net Worth needs to be A possible formula for working out whether your Net Worth is where it should be Why it is essential always to work in today's money My formulas for working out what your future Net Worth needs to be ...and how to work back from there to find out what you should be doing now Next week, I'll answer the second part of David's question and look at some things you should be tracking as you go along. Remember there's a cheatsheet for this session, which summarises the calculation and the rationale [Insert Cheatsheet Leadbox here] Resources mentioned in this show Podcast: Session 93 - Net Worth: Define It, Build It, Protect It Website: Networth IQ Book: The Number Book: The Millionaire Next Door Video: Five sources of Inspiration and Motivation Podcast: Session 79 - Financial Forecasting with Andy Hart Calculator: Voyantist Financial Independence    Join the conversation I love to read and respond to your comments, so please do join in and share. Question: Have you calculated what you need to achieve before you retire? Share the love Hugs and kisses to Dcaaaz for their review this week - much appreciated! If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

A Better World with Mitchell Rabin
Financial Forecasting Using Astrology with Norm Winski

A Better World with Mitchell Rabin

Play Episode Listen Later Jan 13, 2016 78:56


Wednesday, Jan. 13, 6pm est: Mitchell's guest this evening is Norm Winski, who, among his several talents and areas of expertise, uses astrological forecasting in the field of options, commodities and trading. Norm has been a member of major exchanges for some 12 years and the August 1991 issue of Technical Analysis of Stocks & Commodities Magazine named Norm a "Certified Technical Genius".  He has also come to understand the Old Testament and ancient scripture from a cyclical and astrological point of view, opening up a whole, fresh perspective and appreciation. Norm has been publishing "The Astro-Trend Newsletter" since 1978. His forecasting techniques encompass W.D. Gann, Elliott Wave theory, Astro-physics, Astrology, Music, Cycles, Fibonacci, and other aspects of Harmonic Analysis. Today's show will focus on a zodiacal understanding of ancient scripture.  Norm will walk us through the central role of the precession of the equinoxes in human history, mythology and art.  With this basis of understanding, and following will reveal how this knowledge of cycles and celestial movement can help to forecast future events including economic cycles, behavior of financial markets, etc. . www.astro-trend.com. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/abwmitchellrabin/support

Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
0116: Unique Contractors Financial Forecasting Tool Actually Works

Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services

Play Episode Listen Later Jun 26, 2015 13:22


This Podcast Is Episode Number 0116 And It Will Be About Live Plan For Contractors Plan Your Work Then Work Your Plan - Who Has Time To Plan? Easy To Say And Harder Than Jumping The Grand Canyon In Two Leaps! Do you know of a contracting company that runs smoother than yours? They have the same challenges you do: Getting enough qualified leads to bid on and winning enough of them at a price that is profitable Finding employees who will arrive on time, do the work and not steal time, materials or customer Having enough cash to pay the bills before the end of the month and cash left over for the owner Until now putting together a formal Business Plan more painful than a dentist working on you without any painkiller. We found the answer. A simple financial forecasting tool that links to your Contractors QuickBooks file and does most of the work for you and it's...PAINLESS! Business Planning The Old Way: We have developed hundreds of Business Plans. Some for our internal use for our contracting companies when we had them and for our contractor clients as well as clients in other industries outside of construction. Every Business Plan required an enormous amount of time, money, blood, sweat, tears, foul language, banging of fists on table, aspirin and gallons of coffee and several painstaking hours of research to find comparative data of similar companies in the geographic area of the client company. The good news is all the Business Plans we finished and the contractors used ended up generating some very healthy cash flows and profits. Most of the Business Plan projects were abandoned because the contractor wanted instant results and would not work with the Law of Growth. Every successful farmer lives by the Law of Growth: Plant Seeds / Nurture Them / Harvest Crops / Sell Them. When you think about it, most farmers work all year and may only see a few paydays; yet each one is like winning the lottery. We started writing Business Plans on pads of paper with pencils in the 1970's, then in the 1980's started using computers, in 2004 we finally found a Business Planning software that actually worked as promised called Business Plan Pro by Palo Alto Software headquartered in Eugene Oregon. Business Planning The Fast Easy Way: We stuck with Business Plan Pro until we discovered something even better called LivePlan, which is also offered by Palo Alto Software as a replacement for the old Business Plan Pro. I met the requirements, attended the required classes and recently passed their rigorous exam to become an Expert Advisor Live Plan Certified. What This Means For Your Contracting Company: LivePlan auto-magically links to QuickBooks and updates the data several times a day. The key is having accurate data in QuickBooks and since we only offer this service to our Outsoruced QuickBooks Contractor Clients you know your QuickBooks is up-to-date and ready to go! If you are not a client yet please contact Sharie 206-361-3950 or email sharie@fasteasyaccounting.com Once we setup your LivePlan then all you do is login and review your reports, run "What If Scenarios", generate cash flow forecasts, Key Performance Indicator Reports and more. Good News And Bad News: If you or someone you know is a construction contractor, handyman, remodel contractor, sub-contractor or specialty contractor and located in the USA including Alaska and Hawaii then we can help because we have an team of professionals and a Contractors Bookkeeping System supporting you. If you or someone you know has any other type of company please contact the good people at LivePlan and tell them I recommended you. You don't have to engage our services, LivePlan is available to everyone. The only thing we bring to the table is the foundation of QuickBooks Key Performance Indicator Reports designed for construction companies and QuickBooks Setup designed specifically for contractors like you! I trust this podcast helps you understand that outsourcing your contractors bookkeeping services to us is about more than just “doing the bookkeeping”; it is about taking holistic approach to your entire construction company and helping support you as a contractor and as a person. We Remove Contractor's Unique Paperwork Frustrations We understand the good, bad and the ugly about owning and operating construction companies because we have had several of them and we sincerely care about you and your construction company! That is all I have for now and if you have listened this far please do me the honor of commenting and rating podcast www.FastEasyAccounting.com/podcast Tell me what you liked, did not like, tell it as you see it because your feedback is crucial and I thank you in advance. You Deserve To Be Wealthy, Because You Bring Value To Other People's Lives! I trust this will be of value to you and your feedback is always welcome at www.FastEasyAccounting.com/podcast This is one more example of how Fast Easy Accounting is helping construction company owners across the USA including Alaska and Hawaii put more money in the bank to operate and grow your construction company. Construction accounting is not rocket science; it is a lot harder than that and a lot more valuable to construction contractors like you so stop missing out and call Sharie 206-361-3950 or email sharie@fasteasyaccounting.com Thinking About Outsourcing Your Contractors Bookkeeping Services? Click On The Link Below: www.FastEasyAccounting.com/hs Need Help Now? Call Sharie 206-361-3950 sharie@fasteasyaccounting.com In closing, I want to caution you that we may or may not be a good fit for your contracting company. This guide will help you learn what to look for in outsourced construction accounting. Thank you very much and I hope you understand we really do care about you and all contractors regardless of whether or not you ever hire our services.Bye for now until our next episode here on the Contractors Success MAP Podcast. Warm Regards, Randal DeHart | Contractors Accountant We Remove Contractor's Unique Paperwork Frustrations

Adelaide Business Events
Ep#34: Financial Forecasting for your New Business Idea

Adelaide Business Events

Play Episode Listen Later Apr 3, 2013 33:24


Get the data and forecasts you need to hit the ground running with your new business idea In this episode I interview Pratib Parthiban from Silverwhale about financial projections for new business ideas. We drill down on why its important to get a grasp of the numbers when you are planning on launching a new business and […] The post Ep#34: Financial Forecasting for your New Business Idea appeared first on Adelaide Business Events.