BUDGETING & CASH FLOW: A SIMPLE GUIDE TO GOAL-ORIENTED BUDGETING

Comprehensive, straight forward guide to goal-oriented budgeting and monitoring.

​One of the most crucial components of building a successful business is having a clear understanding of your finances. ​We've put over 20 years of experience into one easy-to-follow e-Guide designed to help you scale the mountain of financial health personally and professionally. We know that, for entrepreneurs especially, the boundary between the professional and the personal is often more blurred than it is clear. As such, we've incorporated elements of personal goal-setting and planning into the process of budgeting. Over the years, I have learned that incorporating the personal aspects of business ownership can help the professional aspects flow more smoothly. In my 20 years of accounting and consulting with businesses both small and large, I've seen what works, as well as where businesses commonly stumble.  These sometimes hard-earned lessons are yours in this eGuide, allowing you to avoid some of the pitfalls I (and others) have faced in the early years, even with an accounting background. 

​If you find yourself overwhelmed by the concept of budgeting or trying to figure out where to start and wondering what you might be missing, this e-Guide takes you through the process step by step with straightforward exercises for developing your budget. It is my belief that the development of an annual budget is not something to be dreaded and agonized over, but is instead an exciting opportunity to clarify your purpose and set yourself up for success professionally and personally.

The tools in this e-Guide will help you prepare a budget that coincides with your unique personal and professional goals, analyze your budget throughout the year, and monitor the numbers so that you can respond quickly and strategically to changing demands. 

Developing Your Vision.

Ensuring that your budget aligns with your personal and professional goals is essential. Complete the workbook questions to help you plan creatively and strategically for the year ahead.

​Preparing your Budget.

​Keeping track of finances is paramount to growing a successful business. Get all the information you need to create a system that works for you.

Monitoring your Progress.

Numbers never lie and staying on track requires monitoring and analysis. Find out more about tracking your progress over the year. Being adaptable is synonymous with success.

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"Heather has years of experience not only in running her own successful business, but in training and helping other businesses to run more efficiently and make the most of their time, energy and resources. If you’re looking to start a business or want to learn how to run your business more effectively, then Heather's guide is an amazing place to start."
Joe Duncan, CEO
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Take a look inside this jam-packed e-Guide before you take the plunge.

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