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Free cpe webinars
Forecasting More Profits: For You and Your Clients

FORECASTING MORE PROFITS: FOR YOU AND YOUR CLIENTS

This webinar was previously 90 minutes.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaManagement Services
Course LevelBasic
Course Description

There is a huge untapped reservoir of opportunity for forward-looking Advisory Services in the small business space and we will teach you how to reach it. Simply reviewing historical data is not enough. There is only one place to start for your clients who are serious about making better decisions: a regular budgeting, forecasting, and performance review process. It will drive more insightful discussions, provide your clients more value, all while you become a more trusted advisor. Technology is rapidly changing the accounting landscape; firms that make these services a central part of their practice will stay competitive and increase profitability.

Learning Objectives:


  • Define the size and need of the market

  • Describe how to clearly articulate to your client why these exercises are essential for any business 

  • Compose a better decision-making process for your business 

  • Outline the best ways to market and deliver these ongoing services to both your current clients and win new prospects 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the Global Technologies Group at IBM. Preceding that he had a similar role with IBM North American Operations. Christian also has experience with Wachovia Securities (now Wells Fargo) and Strategic Advisors Middle Market Investment Bank. Since joining PlanGuru, he has helped hundreds of businesses, non-profits and financial professionals build more accurate budgets, forecasts and plans in less time.

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Michael Eisley

PlanGuru
Budget Analyst
[email protected]
(888) 822-6300

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Mike currently works as a budgeting analyst at PlanGuru where he helps people understand and use their software to the best of their ability. He graduated from Kutztown University, a AACSB-Accredited school, with a BSBA in Accounting.

About Our Presenter

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PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions. Whether it’s a high level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru can enable you (or your team) to produce a more accurate analysis in less time. PlanGuru combines a flexible framework with sophisticated yet easy-to-use forecasting tools, at a value that is unrivaled. PlanGuru users range from entrepreneurs and small businesses to multi-national manufacturers and major universities.