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Financial forecasting 101: The most valuable advisory service to provide clients

Kathy Gregory
Head of Business Planning, Lookahead Advisory

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

GrowthYour Services
 

Traditionally, clients have turned to their accountants to assess their historical performance and current financial position. But if the past year has taught us anything, looking in the rearview mirror is not enough for a business to thrive. 

In this video, Kathy Gregory (LivePlan) and Ian Vacin discuss why financial forecasting is the advisory service your clients need, and why you have a duty to provide this to them. You’ll gain a complete introduction to this service offering and come away with a blueprint to start taking a more proactive approach with your clients’ finances.

Watch the video to learn:

  • The difference between financial budgeting and financial forecasting

  • Why forecasting makes such a valuable advisory service for your clients and your firm

  • How to communicate the benefits of financial forecasting to your clients

  • How to provide up-to-date information and projections to evaluate a client’s position, assess risk, identify opportunities and threats and make adjustments

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Kathy Gregory
Head of Business Planning, Lookahead Advisory

Kathy has spent 25 years in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. The former Director of Product Marketing at LivePlan, she spearheaded their strategic advising program for accountants while championing financial literacy for entrepreneurs. Now, as one of the founders of Lookahead Advisory, she offers hands-on business development and strategic planning services for small businesses, nonprofits, and Tribal communities.

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.