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1200 S Main St Ste 109

Weatherford, Texas 76086

Cash Flow Forecasting Mini-Course and Template.


Mastering Cash Flow Forecasting: Comprehensive Guide for Business Owners

Start tracking your cashflow today with this simple to use template!

Included is the link to copy and download the spreadsheet template so you can get your forecast up and running ASAP.

Additionally there is a short tutorial that you can watch to get you more comfortable with using the template and to help with some thoughts around cash flow forecasting. This can be ESPECIALLY important if you are easily dismayed when your forecast is not PERFECT on the first go!


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Read From Our Blog

The Differences Between Accountants and Fractional CFOs

Business owners and contractors often get to a point where they have to grapple with complex financial matters and the expertise of financial professionals becomes indispensable. Two key roles that play a pivotal part in ensuring financial stability and growth in a business are accountants and fractional CFOs. In this post, I’ll dive into the differences between these two roles. Then I’ll discuss why having a fractional CFO can be a game-changer for you and your business.

Differences Between Fractional CFOs and Bookkeepers.

When it comes to business financial management, two crucial roles that often come into play are the bookkeeper and the fractional CFO (Chief Financial Officer). While both are essential for maintaining financial stability, they serve different purposes and bring distinct benefits to your business. In this blog post, we’ll explore these differences and explain why having a fractional CFO can be a game-changer for your business.



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1200 S Main St. Ste 109

Weatherford, Texas 76086

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