Cash Flow Forecasting

How to Create a 13 Week Cash Forecast

In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast.  I also share lots of good excel and QBO tips along the way 🙂 If you need help or have questions, Finance Pals would love to give you some free tips and advice over a 30 Read more about How to Create a 13 Week Cash Forecast[…]


Are you Making Customers Happy?

I recently saw two incidents where a restaurant and a coffee shop lost potential customers.  More importantly they missed a chance to make a customer happy which could have resulted in gaining a loyal customer and word of mouth referrals.  In both cases the customer requests were not anything unreasonable and could have been a Read more about Are you Making Customers Happy?[…]