Create budgets based upon last year’s actuals
Every accounts transaction from last year can be converted into a new budget line in one-click. Seasonality fluctuations will get plotted automatically from your existing data
Result 3: The cash graph is rising
Amazing news, you’re building a sustainable and profitable business! Your foundation is strong, but there is always room for improvement so work through the same process forecasting process that we have outlined here.
You should consider is speaking to your advisor about wealth management. There are many options. Are you going to re-invest your profits? By being consultative, specialist wealth managers should be truly client-centered. A good wealth manager will meet with you without any presupposition about what financial products or services are appropriate for your needs and won’t push their own agenda onto you.
“FUTRLI goes even further by allowing you to look forward and create scenarios and forecasts to help a business owner steer their ship in the right direction rather than according to where it's been. It's why the front windscreen on a car is bigger than the rear window, so you can see where you're going rather than where you've been. Try driving your car home tonight in reverse if you don't believe me!” - Paul Meades