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forecasting
Turning Numbers into Strategy: Highlights from May 6 “Ask the CFO” on Budgeting & Forecasting
This week’s Ask the CFO session focused on a topic that sits at the heart of operational success—budgeting and forecasting. While it might not be the flashiest topic in business finance, it’s one of the most essential tools for growth, decision-making, and long-term stability.
We kicked off the conversation by unpacking a common misconception: that budgets are restrictive or merely bureaucratic. In reality, a well-crafted budget serves as a roadmap, helping business owners set intentions for th…
Turning Uncertainty into Strategy: How Budgeting and Forecasting Drive Operational Success
Running a business comes with uncertainty—economic shifts, supply chain disruptions, unexpected expenses, and periods of unpredictable revenue. But the businesses that weather these storms aren’t lucky; they’re prepared. That preparation starts with a strong budgeting and forecasting process.
I’ve spent decades working with privately held and family-owned businesses, many of which operate without a real roadmap. They rely on instinct or past experience instead of a forward-looking plan. But i…
Budgeting for Growth: A Smarter Way to Scale Your Business
For many business owners, budgeting feels like a restriction—like a set of rules limiting what can be spent. But in reality, a well-structured budget is a powerful tool for growth—helping you make informed decisions, prioritize investments, and set your business up for long-term success.
Many businesses don’t fail because of bad ideas—they fail because they run out of money. Whether you’re planning to hire staff, invest in new technology, or expand operations, a budget helps ensure every dollar…
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