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]

CPA 73

CPA Technical Review Revenue Forecast 73

Up and Running

JANUARY 20, 2017

Just do a sales forecast, which means you aren’t doing text, editing, or a document, just good management. Step one: The first forecast. A useful sales forecast is a lot easier than most people think. A useful sales forecast is a lot easier than most people think. Step always: Track and manage.

Forecast 60

Forecast Sales CPA Matching 60

ConversionXL

APRIL 12, 2017

Jared Spool: Is Design Metrically Opposed? Useless measures and silly metrics. Metric: A measure we track (usually over time). A metric should tell you what you will do differently. Combine qualitative usability research and quantitative custom metrics (not metrics that come out of the box). Image Credit.

San Antonio 86

San Antonio Metrics B2B Analytics 86

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. Strategy, Tactics, Specifics, and the Forecast – (11:45). “Here’s our forecast.” Tweet at us: @Bplans (include the hashtag #BCast).

Lean 60

Lean Business Plan Forecast Software Review 60

Up and Running

MAY 28, 2015

We’re looking at our lean business planning is about strategy, tactics, concrete specifics including milestones, metrics, tasks and schedule, and essential numbers to run a business, all of which lead to managing cash flow. That’s the sales forecast, the spending forecast and the cash flow.

Lean 60

Lean Business Plan Video Software Review 60

Up and Running

DECEMBER 9, 2014

Maybe you are wondering which metrics to track, or whether or not you should take out a loan for your business. Three, I’m a book keeper, accountant or CPA and other. Three, I’m a bookkeeper, accountant or CPA or other. Which metrics do you most rely on to understand your business itself. This is number one.

Small Business 95

Small Business Finance Forecast Metrics 95

Small Business Force

FEBRUARY 21, 2014

This doesn't mean you have to become a CPA or go take a boatload of accounting courses, but, at least, learn to understand what's in a basic income statement and balance sheet and what they mean. So here are the 5 most critical things you should know most about and use to best manage your financial resources: 1. What are yours?

Finance 37

Finance Management Forecast Entrepreneur 37