CPA Forecast Operations Sales 
Up and Running
APRIL 9, 2020
Broadly speaking, businesses bring in money through sales, financing, and returns on investments—that’s cash flowing in. Building a cash flow statement involves showing how money is moving into and out of your business from operating activities, investing activities, and financing activities. How to forecast and manage your cash flow.
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]
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Duct Tape Marketing
NOVEMBER 16, 2023
One is you should have an outside, I mean, obviously there are a lot of people that hire CPA, but they really just say, here's my stuff for the taxes in a lot of cases. We've been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns.
Up and Running
MAY 28, 2015
That’s the sales forecast, the spending forecast and the cash flow. You want to show that, and investors need to see the scale of a business that have to do with your sales forecast. They’re going to look first at the sales forecast. That’s a lean business plan. It is not a document.
Hearpreneur
MARCH 16, 2018
I use the money made from my private clients to launch intelligence operations against our enemies. After serving various sale director roles it dawned upon me that the data entered into the CRM by sales guys working out of the office, was inaccurate. Government and the American public. 11- Solve reporting tools issues.
Small Business Force
FEBRUARY 21, 2014
Starting and operating a small business is replete with challenges, but nowhere are the challenges greater than for an entrepreneur to know how to manage their company's precious financial resources. It is understanding what your numbers mean and how to best manage them. If it was a distribution business, shipping costs were critical.
Up and Running
APRIL 29, 2014
This is important because it means you should be tracking your sales and profitability all year long, and determining that your business has extra cash to spend as early in the year as possible, so you can plan for how to spend it in the most tax-efficient way possible. It’s not a sales site. I’m excited to be here.
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