Here at Spotlight Reporting, we believe a cashflow forecast is the single most obvious and useful accounting output. It should also be the most profitable and valuable service, if done efficiently and sold with a ‘value-based’ mindset.
Ryan Richardson, Partner at TNM Consulting and speaker at this year’s Xerocon Australia, captured value for his firm by preparing a forecast that went on to help his client secure funding for an $11 million project.
Watch the video recording where Steve asks Ryan about how he uses Spotlight Forecasting to engage his clients and help them achieve better business outcomes. During this 60-minute video, we cover:
- Why every business deserves a forecast
- Ryan’s advice for choosing a client and preparing a timely, accurate forecast for them.
- How Ryan presented the forecast to his client and the lender (NAB), and our best-practice presentation advice.
- Our top tips for getting started with Spotlight Reporting and Forecasting.
Watch the video to get practical, actionable steps to prepare your own forecast and add value for your clients.
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