The CARES Act

How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances

There continues to be a lot of conflicting information regarding the different programs associated with the CARES Act.  We will continue to update this post as we find out more however this money is coming in or has already come in and needs to be accounted for immediately so we wanted to share some of Read more about How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances[…]

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[…]

smile

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?[…]