Creative Agency Success Show
Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.
Creative Agency Success Show
Forecasting: How to do it right
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info@summitcpa.net (Summit Virtual CFO by Anders)
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Episode 8
Quote
“Forecasting gives us the opportunity to reroute, so we can stay on track with the goal.” - Adam Hale
The finer details of this episode
- The difference between budgeting, forecasting, and resourcing
- How Summit CPA began to implement forecasting with our clients
- How far ahead you should look when forecasting
- How forecasting can help you reach your long-term goals
- How to create a forecast for your business
- The importance of separating out your expenses in forecasts
- The best time of year to put together a forecast for your business
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions/comments- vcfo@summitcpa.net