Budgeting As A Service (BaaS?)

In this episode of the podcast, Jeremy and Chris discuss the what and how of offering business budgeting services to customers. The key takeaways from the episode are: The timing and process of putting together a budget for customers The tools you can use to build budgets for your customers The difference between budgeting and forecasting and how they apply to CAS What does coherence mean within the context of a budget? How to bill customers for budgeting services Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon on Twitter @ChrisHervochon