Insights | Oberlander & Co

Cashflow Forecasting and Budgeting for Your Business

Written by Jacob I. Oberlander, CPA | June 18, 2021

 

Watch to learn:

  1. Bookkeeping - The importance of keeping good accounting records. If the books are garbage, then the output will be garbage.
  2. Goals - Discover how setting goals can help you grow and how to create a simple budget. The goal is to understand your business, to learn from the data, and build out your goals and aspirations.
  3. Business Metrics - Learn how to use business metrics and KPIs to test the pulse of your business. We used several examples such as gross profit margin, accounts receivable Turnover, and inventory turnover ratio.

Related Post:

The Difference Between a Budget vs. Forecast in Accounting

 

 

Download the presentation slides.

 

Presented by Oberlander & Co's Founder & CEO Jacob I. Oberlander, CPA. If you would like to learn more about our approach in offering  Virtual CFO services, check out this post.