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Resources to help you learn
Sometimes you want to learn a little more!
Here you'll find blog content, templates and videos to help you learn more about forecasting, analysis and reporting - and ultimately build your business better.


How a Financial Forecast Helps a Small Business More Than a Budget
Both financial forecasts and budgets play crucial roles in managing and planning for the financial health of a business. While they serve...
Kathy Gregory
May 30, 20232 min read
28 views


The Benefits of a Financial Forecast to Your Small Business
As a small business owner, financial forecasts offer several advantages for your business. Let's dive into the benefits you'll experience...
Kathy Gregory
Apr 25, 20232 min read
30 views


Your Growing Business Needs A Better Budget
Your business needs a simple tool to help you track and manage your performance. Here's how to create a better budget to do just that.
Kathy Gregory
Feb 5, 20237 min read
46 views


Protecting your business during a recession - 6 things you can do now
Depending on whom you talk to, the US is either in or rapidly approaching another recession: two consecutive quarters of negative gross...

Kathy Gregory
Oct 7, 20224 min read
48 views


Free Profit and Cash Forecast Template - copy and use
Why do I need a profit and cash forecast? If you're trying to build your business better, and make confident decisions, you need to use a...

Kathy Gregory
Sep 22, 20222 min read
382 views


Building a business? Get a financial forecast instead of a budget
A financial forecast is a powerful roadmap for reaching your small business goals. Here’s the rundown on how you can get started quickly.

Kathy Gregory
Aug 19, 20224 min read
100 views
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