Inspired Perspectives - Budgeting & Cash Flow Forecasting Best Practices


Course Description:
Creating a budget for your business is important, but even more important is doing it correctly. It’s no surprise that the unforeseen events of 2020 likely had an impact on your business, which makes budgeting for next year even more critical. Join us for a webinar discussing best practices for budgeting and cash flow forecasting.

Learning Objectives:

  • Identify best practices for budgeting & cash flow forecasting
  • Define cash flow vs. profit
  • Review examples of how to calculate cash flow

Dustin Wheeler, CPA, National BOS Sr Manager, Eide Bailly

Dustin has been with the firm for over 7 years, he helps our clients implement technologies that automate and enhance accounting systems, including expense management, accounts payable, workflow, reporting, business intelligence and cash flow forecasting.

Heather Huotari, CPA, BOS Outsourced Accounting Manager, Eide Bailly
Heather helps our clients become more confident and comfortable with their financial information by providing it in a way that's easiest for them to consume. She leverages technology to provide these insights in real-time, empowering business leaders and owners to make the strategic business decisions that they face on a daily basis.

Jackie Brooks, CPA, BOS Outsourced Accounting Manager
Jackie helps our clients with strategic solutions to reach their goals. She does this by matching clients with new technology specific to their strategic business goals. She provides business leaders with accurate, timely, and easy to understand financial information so leaders can do what they do best: develop their business.

CPE Information
CPE Credit: 1
Field of Study: Auditing
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information:
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.

Inspired Perspectives Webinar Series

Interested in learning more about Growth & Success, Inevitable Changes, The Year Ahead and Exiting Your Business? Join us, for one or all of our information and educational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies.

The tools and resources presented will help businesses and individuals make informed decisions and remain successful and compliant in the competitive marketplace. Click the Webinar Series button to view our upcoming webinars or view past recordings.

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Applicable Services

Take a deeper dive into this Insight’s subject matter.

Audit & Assurance Business Outsourcing & Strategy