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Posts Categorized: Budgeting and Forecasting Remove Filter

Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class
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Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class

The Strategic Advisor Financial Forecasting Master Class is a half-day, dynamic live virtual learning event taking place on November 3rd. Space is limited, so reserve your seat today! Build your forecasting chops This Master Class will offer a deep dive into financial forecasting and help advisors master LivePlan’s LiveForecast feature. Attendees will learn:  How to […]

Budgeting Vs Forecasting: What’s the Difference?
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Budgeting Vs Forecasting: What’s the Difference?

It’s the question I get asked the most by accountants and business consultants who are beginning Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?” The answer is fairly straightforward, but also intriguing, in that it has a lot to do with the real value of small […]

Financial Forecasting: The Foundation of Strategic Advising
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Financial Forecasting: The Foundation of Strategic Advising

Many people assume that reporting is the most important part of being a Strategic Advisor. However, a strong financial forecast is really the heart of any successful Strategic Advising relationship. The forecast provides the roadmap, and therefore the basis for advisory services.  Sure, reports and key performance indicators (KPIs) do provide useful information, but a […]