CPA Customer Forecast Small Business 
Up and Running
JULY 13, 2017
Small business owners know a larger than expected tax bill could put a wrench in their company’s cash flow management , a scenario everyone is eager to avoid. But accurately forecasting your tax obligations may seem difficult, particularly when you’re busy running a company. Understand your tax obligations.
Duct Tape Marketing
NOVEMBER 16, 2023
A firm offering outsourced Chief Financial Officer services to small-business owners. With his extensive experience in financial management, Todd is a leading expert in implementing strategies to protect small businesses from embezzlement while enhancing their profitability. 03:08] What is employee dishonesty insurance?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Duct Tape Marketing
FEBRUARY 10, 2022
Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Does that muddy up the forecasting, the models, or the accounting? [12:31]
Up and Running
DECEMBER 9, 2014
Are you an entrepreneur or small business owner with questions about funding your small business? Maybe you are wondering which metrics to track, or whether or not you should take out a loan for your business. You can kind of think of it like a kayak for small business. My name is John Bates.
Up and Running
AUGUST 28, 2019
Consider finding and working with a CPA and a lawyer. Also, creating a quick lean financial forecast will help ensure your business idea is viable and financially sound. Give your business a name. When you’re naming your business , your goal is to pick one that: Describes your business. Primary sources.
Up and Running
JULY 31, 2015
This week Peter and Jonathan talk to Tim Berry, founder of Palo Alto Software, about lean business planning, strategy, tactics, specifics (milestones), and the forecast. Free Download: The One Page Business Pitch Template. Strategy, Tactics, Specifics, and the Forecast – (11:45). “Here’s our forecast.”
Up and Running
OCTOBER 10, 2018
However, not all business plans are the same , and not every business needs the same level of detail. You might develop a fairly simple business plan first as you start a small business, and that might be enough for you. The planning process should help her understand her business.
Expert insights. Personalized for you.
102 
Let's personalize your content