How to Create a 13 Week Cash Forecast
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 excel and QBO tips along the way 🙂 If you… How to Create a 13 Week Cash Forecast
Finance for Startups – Proforma, Bookkeeping and Funding
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 for Taxes Next Year and will also look at How… Finance for Startups – Proforma, Bookkeeping and Funding
Are you Making Customers Happy?
I recently saw two incidents where a restaurant and a coffee shop lost potential customers. More importantly they missed a chance to make a customer happy which could have resulted in gaining a loyal customer… Are you Making Customers Happy?
How to get free money for payroll costs – PPP Covid-19
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 of programs to help. To us the programs that give… How to get free money for payroll costs – PPP Covid-19
Why you need more than 1 budget
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, which continues the current trends in a ‘business as usual… Why you need more than 1 budget
StandingOut Podcast with Katrina Padron and Paul Heffner
This is a podcast I did with Katrina Padron who I know from 10.10.10. Katrina is the CEO of NorthStar HQ and the Co-Founder and CEO of Meet Jointly. We discuss: The beginning of Finance… StandingOut Podcast with Katrina Padron and Paul Heffner
Crime Scene Finance – Blue Bloods Style
The world of finance is a lot like a crime show. In both, you need to understand what happened in the past and for certain crimes you also need to understand and predict what will… Crime Scene Finance – Blue Bloods Style
Should I hire a bookkeeper or do it myself?
Which one are You? “I’ll do it Myself!” or “Here! Take my Books!” We live in a time where you can find tutorials and how-to’s online for everything and where many people would rather first… Should I hire a bookkeeper or do it myself?
What is bookkeeping and why do I need it?
Bookkeeping is the organizing of all of your company’s revenue and expenses. GAAP – generally accepted accounting principles gives the rules to follow. Most people think it is mainly to help prepare for taxes but… What is bookkeeping and why do I need it?
Stop Managing your Business by checking your Bank Balance
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 it is a habit we learned from managing our personal… Stop Managing your Business by checking your Bank Balance
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