Episode 108: Cracking the Code on Forecasting
from The Bureau Briefing Hosted by Carl Smith
Thank you to our amazing partners for making The Bureau Briefing possible! VOGSY makes automating your services as simple as using the G Suite, so everybody wins. Take a look at their quote-to-cash platform and see how they can help your business. Mailchimp is built to help you grow your customer love through their all-in-one marketing solution. They’ll help you put your customers first, so be sure to check them out. And special thanks to 10,000ft and Harvest for supporting the community! We’ll be hosting our Financial Metrics, Forecasting & Operations Workshops at their home bases, so we definitely appreciate the hospitality.
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What this episode covers
Imagine a world where you know who’s working on what, how much is coming in and how much you need to close. Where your nights and weekends are your own, and you don’t keep losing money because you’re awful at pricing or can’t seem to hone in on problems to fix them. Rob Harr, Vice President of Sparkbox, lives in that world, alongside Judy Grunden, Managing Member of Summit CPA and Summit CPA’s clients. Over the years, Rob and Jody have tamed the dark arts of forecasting, putting their unique spin on things and also combining forces to help digital shops, large and small. Forecasting may seem complex, confusing and largely unattainable. But with the right guidance, it’s within reach. Rob and Jody join us to share their perspectives on forecasting, understanding capacity and determining a systematic approach to operations and your finances.
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