A really good overview of the budgeting process! Especially liked the suggestions for how to make estimates for various line items, and the comments about people in the organization who could/should provide input.
Agreed. I have to prepare a budget from scratch for a small business. This is sooooo helpful! Ihave the information from other managers. Just have to put it together now.
This is pretty much what we used at one my previous firms where I worked. Super helpful - Would just need to add in the actual and difference columns, plus departments sections for our imaginary teams lol Great video overall!
Thank you so much for this. Is there any reason why you did not do the taxes? Also, what are the next steps for this? Do you enter real time data as the months progress? What do you do when you have money left..
Any tips for if my Statement of Activity isnt showing any numbers when exported into excel? It brings in all of the different categories but shows zeroes where all of the money should be.
Incredible that this info is free. Thank you!!!
Glad it was helpful!
A really good overview of the budgeting process! Especially liked the suggestions for how to make estimates for various line items, and the comments about people in the organization who could/should provide input.
So glad you found it helpful!
Agreed. I have to prepare a budget from scratch for a small business. This is sooooo helpful! Ihave the information from other managers. Just have to put it together now.
Your great and very experienced. You go so fast its hard to keep up with, even though you can pause and start over and over
Great 👍 outlined videos
Amazing video Clara thank you. Keep up the great work 👍🏻
This video is amazing. Thank you❤
I got certified QBO Proadvisor 😍🥰
Thanks to all of your content 😋
congratulations!
Thank you, very helpful
This is pretty much what we used at one my previous firms where I worked. Super helpful - Would just need to add in the actual and difference columns, plus departments sections for our imaginary teams lol Great video overall!
Thank you so much for this information!
This was a great video!! Gained a lot of knowledge on how to predict and estimate revenue and expenses.
Thank you so much for the video it's so helpful Much appreciated
Loved it, well done
Any recommendations for the best cheapest way to track business expenses and bookkeeping for small business ?
Thank you!
Amazing content!
Very helpful. Thank you.
So glad!
Could you do a product based instead of a service based business?
Awesome! Very helpful. thank you!
Glad it was helpful!
Wow, thank you very much
Thank YOU for watching!
Thank you for making this tutorial. This tutorial is exceptional please provide excel files so we practice along with the tutorial as well.
This was helpful...😃
Hannah - this video was amazing! Question: what are those codes on the side of each category? Are they made up or industry standard for bookkeeping?
Thank you so much for this. Is there any reason why you did not do the taxes? Also, what are the next steps for this? Do you enter real time data as the months progress? What do you do when you have money left..
Why are the merchant fees so much more in the projected year?
Good catch! I caught that myself AFTER I recorded the video! It was a major excel error with a missing 0 in the calculation!
@@ClaraCFO okay that’s what I thought too! Wasn’t sure if I missed something…thanks for clarifying!
Awesome , please I need the excel file
Any tips for if my Statement of Activity isnt showing any numbers when exported into excel? It brings in all of the different categories but shows zeroes where all of the money should be.
Oh gosh never mind. I needed to enable editing.
Happens all the time!
my company just moved into a new space and state which has much higher rent and insurance etc how should I project these ?
Use a rolling forecast
how about a new company without historical data?