When you are designing a template or entry form, you want it to be easy to use. And that starts with the initial impression. In general: Do not show 1,000 columns or 1,000 rows in a spreadsheet. Hide fields and use filters to simplify the workbook. In the right templates,…

All too often, it is easy to fall into the trap of using a budget to maintain the status quo. The sales department spends X dollars on employee expenses, so we will put that in. The telephone system costs X amount, so that goes in. After we tally up the…

What makes a meaningful budget? Aligned with short-term and long-term goals. Takes into account past trends. Accounts for more than what you plan to spend. Driven by strategy. Provides clear vision to your team. An effective budget is not just numbers on a sheet. You want your budget to balance…

If you want to start including more frequent forecasting in your business, then you need to know the best ways to go about it. No one wants to spend more time and money than they need to when the end goal is to save time and money. Start with the…