financial forecasting

Scenario Planning in Uncertain Times

By Robert Andrews, Controller

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. With this information, you can make critical strategic decisions, such as how much to spend on a major marketing...

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financial forecasting

The Value of Data-Driven Cash Flow Forecasting

By Shannon Dake, Director of Consulting

Between pandemic uncertainties and a possible recession on the horizon, today’s companies face numerous challenges. While you might not be able to prevent the next economic downturn, there are steps your business can take to ensure you’re in the best possible position to handle what’s...

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financial forecasting

Making the Move: Cash Flow Forecasting Tips for Turbulent Times

By Scott Jennings Chief Revenue Officer

Call it a recession, a weak economy, or just “tough times”. The fact is there is great potential for turbulent times ahead for many small and mid-sized businesses. With less cash to count on, knowing your cash flow position with cash flow forecasting has never been...

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financial forecasting

Plan for Today to Better Prepare for Tomorrow: Rolling Budgets & Rolling Forecasts

By Robert Andrews, Controller

For most businesses, the current economic circumstances – and looking at what may lay ahead – haven’t just resulted in financial uncertainty, it’s also brought to light the inherent challenges with using conventional budgeting methodologies to track and anticipate future business performance. If companies want...

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financial forecasting

What You Need to Know: Rolling Budgeting, Rolling Financial Forecasting, and Mid-Year Forecasts

By Scott Jennings Chief Revenue Officer

The current economic circumstances haven’t just resulted in financial uncertainty for millions of Americans. They’ve also helped reveal the problems inherent in conventional budgeting methodologies. If companies want to improve their ability to anticipate future successes and failures, they need to adopt new means of...

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financial forecasting

Why Cash Flow Is Vital for SMBs

By Jason Lin, CFO

You’ve probably heard the phrase that cash is king. However, as a small business owner, you might not realize all the ways in which cash can impact your organization for the long haul. Without cash, your business may struggle to purchase supplies, pay worker salaries,...

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financial forecasting

How to Create Better Employee Experiences Through Financial Initiatives

By Maddalena Rossi, Director of HR & Office Management

Financial planning initiatives are a tried and tested way to reward employees for great performance. But they can also go beyond this and help to create better employee experiences. This guide explores how you can tie performance to financial success, using the right tools to...

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