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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.


Kathy Gregory
May 30, 20232 min read
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...
28 views


Kathy Gregory
Apr 24, 20232 min read
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...
30 views


Kathy Gregory
Feb 5, 20237 min read
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.
45 views


Kathy Gregory
Oct 7, 20224 min read
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...
47 views

Kathy Gregory
Sep 22, 20222 min read
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...
382 views


Kathy Gregory
Aug 18, 20224 min read
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.
100 views
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