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Resources to help you learn
Sometimes you want to learn a little more!
Here you'll find blog content, templates and videos to help you learn more about forecasting, analysis and reporting - and ultimately build your business better.


Kathy Gregory
Sep 8, 20241 min read
The Fundamentals of Entrepreneurship
Equip yourself with the tools and know-how to navigate the world of small business with confidence and success.
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Kathy Gregory
May 30, 20232 min read
How a Financial Forecast Helps a Small Business More Than a Budget
Both financial forecasts and budgets play crucial roles in managing and planning for the financial health of a business. While they serve...
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Kathy Gregory
Apr 24, 20232 min read
The Benefits of a Financial Forecast to Your Small Business
As a small business owner, financial forecasts offer several advantages for your business. Let's dive into the benefits you'll experience...
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Kathy Gregory
Mar 25, 20233 min read
Tax prepping for your business? Seize your time to do smarter planning
Use your business tax prepping to get the info you need to plan better for added profit and cash in the coming year.
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Kathy Gregory
Feb 11, 20232 min read
Use Key Performance Indicators to Track Your Small Business and Manage Growth
Do you want to do more to track and manage your business growth and performance? Use these key performance indicators.
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Kathy Gregory
Feb 5, 20237 min read
Your Growing Business Needs A Better Budget
Your business needs a simple tool to help you track and manage your performance. Here's how to create a better budget to do just that.
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