Office Hours
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Office Hours

Week of December 5, 2022: Preparing for Session 3: Preparing your 2023 Budget 

  • Chart of accounts cleanup - getting your format all set and organized for the year
  • How to project numbers based on decision making
    • What does SWOT tell you about your growth plan
    • How does this play into sensitivity analysis
  • Setting up your baseline budget to look at scaling up - need last year’s financials

Week of January 2, 2023. Preparing for Session 4: Getting your budget to a monthly format

  • Q&A on budget finalization

Week of January 23, 2022: Preparing for Session 5: Comparing end of January numbers to your budget (mid Feb) and tweaking your budget

  • Q&A for clean books for January