Business 101: CashFlow Forecasting For Service Business
3.9 (22 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
147 students enrolled

Business 101: CashFlow Forecasting For Service Business

**Template Included** Learn how to use Excel to forecast and budget in your service business. Learn the Ins and Outs
3.9 (22 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
147 students enrolled
Last updated 7/2020
English
English [Auto]
Current price: $69.99 Original price: $99.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 1.5 hours on-demand video
  • 1 article
  • 5 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
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What you'll learn
  • Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
  • Template Download: Download the Cash Flow Budget Template at the Course End
  • Build an Effective Cash Flow Budget
  • Cash Flow Ebb and Flow
  • Identify Largest Expenditures
  • Budgeting Tightening
  • Increase profitability
  • Revenue Tracking
  • Budgeting and Forecasting
  • Better Decision Making
  • And Much More!
Requirements
  • Microsoft Excel (or any other spreadsheet program)
  • No prior experience required! Learn everything you need in this course
  • Desire to learn how to properly create cash flow projections
  • Commitment to learning
Description

Are You A Small Business Owner?

Do You Not Feel In Control Of Your Business Cash Flow?

Do You Want A Better Way To Forecast Ahead So You Can Plan Out Your Cash?

Do You Want To Really Understand Where the Money Is Coming From And Where It's Going?

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated in July 2020 with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!


Recent Review:

Michelle D. says: "Fantastic course, I do own a business and really have zero idea where the money comes from and where it goes other than at a high level.  If there's cash in the bank, great.  This course completely changed my frame of reference, now I can know exactly where I'm at, how the business is performing and what I can expect over the next month.  Really recommend!"


Why You Should Take This Course:

Service businesses often run very day to day, without much planning for the future.  As well cash flow is always an issue, making sure there is enough in the bank to pay suppliers, your staff, yourself, and more.  It can definitely be a struggle at times, and where the money has come in and gone to can be a bit of a mystery over time.  Take control and let it be a mystery no more!  Start planning, forecasting and budgeting today with this course. 

Become a cash flow budgeting and forecasting pro!

This course is 100% in Microsoft Excel, showing you from start to finish how to build a proper budget and forecast for your small business / service business.  We start with a blank Excel workbook, and will build the proper structure, formatting, formulas so that you can plan ahead for the future of your company, whether that is next week, month or the entire coming year.

You will be able to see where your money comes in, where it goes out and at the end of the day/month/year where you will stand.  This is most powerful if you compare what you are planning to what you actually achieve. 

As well I provide the template we build in the course for you to download! If you don't have the time or desire to build your own forecast, you can simply use the budget and forecast we build in the course and modify it to meet your needs.  


What We Do In The Course:  

  • Start with a blank Excel workbook which will become your budget and forecast

  • Build the proper structure for a budget and forecast

  • Format the spreadsheet so it is easy to read and follow

  • Place formulas in to calculate totals where appropriate

  • Create a summary tab to show overall totals

  • Show you how to track your actual results against the forecast and budget

  • Teach you how to then use that information to make informed decisions about your business

  • And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  


***CLICK "BUY NOW" AND LEARN HOW FORECAST YOUR CASHFLOW IN YOUR SERVICE BUSINESS! ***


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, and small business, Excel budgeting and forecasting.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Who this course is for:
  • Small business owners
  • Service business owners
  • Anyone wanting to understand their cash flow better
  • Anyone wanting to learn about budgeting and forecasting
Course content
Expand all 17 lectures 01:40:20
+ Course Introduction
5 lectures 25:45
Instructor Introduction
01:42
Udemy Course Review System
02:09
Excel Basics - Formatting, Reports and Charts
18:17
+ Budget and Forecast Set Up
5 lectures 31:07
Months and Incoming Cash Labels
06:52
Outgoing Cash
07:48
Formulas and Formatting
06:25
Test Data
04:21
+ Course Conclusion
4 lectures 23:56
Course Conclusion
02:12
2020 Update - What's New In The Business For 2020
17:12
Recommended Next Steps
00:16
Using the course, create your own cash flow forecast in Excel
Create your own cash flow forecast
1 question
Bonus Lecture: Discount For ALL Of My Other Courses
04:16