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The following content is based on the teaching from Philip Campbell in the video listed below and in his new book A Quickstart Guide to Financial Forecasting

There are three stages to the Recipe for Financial Forecasting, plan, create, present.

It is important that you follow these steps in this order because you need to set your objectives in the planning phase before anything else can get done.

Step 1: The Plan Phase.

Plan Phase

Step 2: The Create Phase.

Create Phase

Step 3. The Present Phase.

Present Phase

The contents of this post are based on the teaching from Philip Campbell in the video listed above and in his new book A Quickstart Guide to Financial Forecasting

Interested in learning more about how to connect your financial metrics with your goals? Schedule a strategy call with Kahuna Accounting and we can discuss best practices for driving cash flow, profit, and growth!

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