This E-book is a companion piece to a live learning event that has been presented numerous times to financial and accounting professionals across a wide variety of industries and sizes. The information within is based on real-life experiences gathered over 20 years of helping organizations successfully implement financial, business intelligence and planning/budgeting solutions.
In this E-book, you will be able to learn budgeting and forecasting from scratch. Learn the reasons why it is important to prepare a budget. There are various elements to be considered like “People, Data and Process” in preparation of a budget. These 3 elements will help you build an accurate budget. It happens very frequently that your budget is way too complicated that it becomes very difficult for end users to understand its terminology and items mentioned therein. Now that users have inputted their numbers, somehow you have to bring everything back into one single comprehensive budget. Simple copy paste function will not be of use but interlinking of workbooks will.
Before sending a budget for an approval, make sure you double check the figures you have incorporated. There may be some surprises in the review which means you are lacking some information. This E-book has presented a lot of ideas, and therefore the recommendation is to pick and choose the ones that will have the greatest return on investment for your organization.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Chief Software Architect, True Sky
Alan Whitehouse is a software architect with over 25 years of experience helping organizations solve their business pains. He has worked with hundreds of clients, spanning dozens of industries during his career.
He has had hands on experience implementing and designing solutions based around many of the world’s leading corporate performance management, enterprise resource planning and customer relationship management solutions.
His education includes a Bachelor’s Degree in Economics and a Master’s Degree in Business Administration with a formal accounting concentration.
True Sky is a robust budgeting, planning and forecasting solution that allows organizations to continue using the powerful and familiar interface of Excel while providing real-time access to information, increased process control, tighter security and greater accuracy.
Priya Kalyanasundaram, CPA (US)
Oct 19th 2021
1.2 CPE credit of Finance for all CPAs
1.2 CPD credit (Verifiable) for Canadian CPAs
1.2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
how to run a successful capital campaign
how to run a successful cultivation event
how to advance in your fundraising career
how to run a strategic planning retreat
how to run an annual business appeal
choosing a client portal for your accounting firm
the surprisingly easy steps to receiving robust community support
raising lots of money: essential measures to grow your finances and excel at fundraising
how to involve volunteers in your program
how to find new donors and get them to give again
conquering cash flow: the complete guide to small business cash flow management
beyond survival: eight proven techniques that lead to sustainable nonprofit growth
best-kept secrets to channel’s engaging and retaining business donors
how to answer the eight questions every grant review committee asks
seven simple strategies to creating a wildly successful fundraising program