Nothing will endear a client to your firm more than a crystal ball to see future events. While a crystal ball might be out of the question you do have your knowledge of business a good spreadsheet and plenty of BI tools to pick from. Combine these and you can do a decent job of forecasting financial matters. Of those financial matters nothing is more important to all business than cash flow.

This session will walk attendees through the key ideas and concepts of financial and cash flow forecasting including using analytics learned in over 12 years in public practice and many projects. Learn how to sell this service and set proper expectations and amaze clients. Attendees will be given a basic example spreadsheet and loan amortization spreadsheet to use in their own practice with no copywrite. Come learn how to provide this valuable client advisory service.