{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Business Strategy for CPA's","title":"137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients","html":"","width":"100%","height":180,"duration":2408,"description":"Should you use rolling forecasts for your clients?\nDo you hear all this talk of including forecasting for your client, but when it comes to implementing, you’re a bit deer in the headlights?\nShifting into forecasting and scenario planning for your clients is a significant shift - in terms of process, what you feel confident in, and your own mindset. \nMy guest today is Laura Landmark, (CEO) & Co-Founder of Mantle Analytics, which provides custom financial reporting for companies whose needs have outgrown the abilities of the software platforms whose names you would recognize.\nMantle Analytics uses technology to dig down into the data and uncover insights that are critical in steering the business towards its goals. \nThis episode is all about rolling forecasts and what you need to know to optimize their use in your business on your clients’ behalf. \n \nWhat a rolling forecast is:\n big picture \na version of the future designed to provoke conversation\nA tool that helps clients make better informed decisions\nData organized in a way that can help the business owner build toward that very reality\nA picture that helps the client visualize what might happen in their business, or what potential reality they may want to avoid\nAs fresh as possible, and “real-time” should be clearly defined\n \nWhat a rolling forecast is not:\n A promise\nA target that the business owner needs to deliver on\nA prediction guaranteed to happen\n \nHow do I start implementing rolling forecasts for my clients?\nStart with a revenue and gross profit forecast, by profit line or by customer segment\nThen build into the next level of sophistication. \n \nGet good at asking questions!\n What could be done to improve net profit\nWhat if you stopped doing X\nWhat if you doubled-down on Y\n\nConnect with NAME:\nWebsite: https://mantleanalytics.com/en/\nLinked In: https://www.linkedin.com/in/laura-landmark/\n\nFree 5-day email course - Better Pricing Strategies for CPAs\n Get here\n \nWant some help in your CPA firm, but not...","thumbnail_url":"https://img.transistorcdn.com/AZFvbY29RNsC20PTchqbqXsFoNMjM1040wmYivreg-g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lZmE1/ODU2OWRkNzA4ZDQ2/ODg2YmEwYjYzNmEw/NjkzNC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}