5 Key Metrics to Check in your Five Year Plan
Here are my favorite metrics to check when I finish creating a five year plan. These metrics are also great to check for annual budgets… Read More »5 Key Metrics to Check in your Five Year Plan
Here are my favorite metrics to check when I finish creating a five year plan. These metrics are also great to check for annual budgets… Read More »5 Key Metrics to Check in your Five Year Plan
In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast. I also share lots of good… Read More »How to Create a 13 Week Cash Forecast
In this Regis Innovation Challenge video on Finance for Startups, we will discuss: How Much Money you Need, What you Need to do to Prepare… Read More »Finance for Startups – Proforma, Bookkeeping and Funding
The Coronavirus is out and we are all adopting to zoom calls and helping teach our kids school. The government has come out with lots… Read More »How to get free money for payroll costs – PPP Covid-19
I was recently working for a company building their financial model to prepare for a series B raise. We started by building a base case,… Read More »Why you need more than 1 budget
A very common mistake I see from startup and small business owners is they manage their business by checking their bank account. This happens because… Read More »Stop Managing your Business by checking your Bank Balance
Developing your business demands considerable time and energy. However, taking some of the work off your own plate by growing your staff may be necessary… Read More »Do You Know the Right Time to Hire?
Here are 5 common budget mistakes that can easily be avoided by checking a few metrics – Your Revenue Growth is unreasonable– Revenue is the… Read More »Avoid these 5 mistakes when making a budget
First – I think people freeze when creating a forecast because they think the forecast has to be 100% correct or they don’t know where to… Read More »how to create a financial projections when you don’t know where to start
When people are creating a new forecast for a company that is just starting they sometimes freeze up because they do not know what values… Read More »How to create a sensitivity analysis