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ready to MAKE EMPOWERED DECISIONS FOR the future of your business?

From deciding to hire to reducing your costs to accessing financing, there are endless scenarios that affect small business owners and their finances.

You can either scramble and deal with the situations as they pop up (we do not recommend this) or you can get ahead of the stress and overwhelm with a little planning and a Financial Forecast prepared by a Certified Public Accountant (we highly recommend this).

A Financial Forecast gives you the information and insights you need to confidently and effectively run your business, now and in the future.

Whether you’re just getting started or looking forward at growth and scaling, a Financial Forecast is a crucial step for financial health.

a financial forecast is essential to:

  • Making informed, empowered decisions about your business

  • Accessing funding from lenders or investors

  • Evaluating the sustainability of your business model

  • Feeling confident about the financial health of your business

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our forecasting bootcamps make the process easy and fun (no really, it’s true)!

Our Forecasting Bootcamps pair you up one-on-one with a Beam Financial Group Certified Public Accountant (CPA) who will get to know your business plans and goals, then guide you step-by-step to gather all the information needed to prepare your 3-year forecast.

You’ll get the expertise of a CPA who knows your industry, as well as the specific issues and expenses that small businesses deal with, so you will get the fullest picture of your business's financial health and more informed recommendations for the future.

You bring the dreams. We’ll give you the data.

with the forecasting bootcamp you’ll get:

  • A 30-minute Discovery Session with a Beam Financial Group CPA to discuss future plans for your business, go over assumptions and discuss your goals.

  • A 3-year forecast prepared by your Beam Financial Group CPA using historical data, information from your Discovery Session, and our extensive expertise working with small business owners and creative service providers. The forecast includes projections for your Profit & Loss Statement, Balance Sheet, and a Cash Flow Statement.

  • A 1-hour Review Session with your Beam Financial Group CPA to discuss the forecast, make changes as needed, and go over recommendations for future action (ex. raising your prices or reducing expenses in certain categories).

  • An Excel version of your forecast or access to our forecasting software for ongoing management of your forecast (additional subscription fee applies for software).

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Why is the forecasting bootcamp right for me?

In addition to increasing your connectedness to the financial health of your business, you also get…

 
 

ways to save TIME

A forecast will take an experienced CPA 6-8 hours to produce. Chances are that doubles or triples if you aren’t familiar with the ins and outs of the process. With the Forecasting Bootcamp, you have set times with your CPA but we will do the heavy lifting.

1:1 GUIDANCE

Things like taxes, payroll, asset purchases, and accounting for loans often get missed because those items can get complex fast. We’ll walk you through each line item of the forecast to make sure nothing slips through the cracks.

EMPOWERED DECISIONS

After your forecast is prepared, we’ll review it with you, make changes as needed, and go over any recommendations for future actions. You’ll have a clear picture of your business finances AND a solid plan to move forward.

Are you trying to secure funding for your business? 

Investors and lenders will usually request a forecast. They want to know things like what is coming down the pipeline for your business, if your business model is sustainable, and that you’ve thought through (and planned for) the various risks/opportunities that can affect business owners.

They want to know that you know your business finances. A forecast gives you all that and more.

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What is the investment?

Packages start at $1,195 and vary depending on the complexity of the business, intended use of the forecast, and the current state of your business’s books.