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Episode Info

Episode Info:


“Forecasting gives us the opportunity to reroute, so we can stay on track with the goal.” - Adam Hale  


The finer details of this episode 

  • The difference between budgeting, forecasting, and resourcing 
  • How Summit CPA began to implement forecasting with our clients 
  • How far ahead you should look when forecasting 
  • How forecasting can help you reach your long-term goals 
  • How to create a forecast for your business 
  • The importance of separating out your expenses in forecasts 
  • The best time of year to put together a forecast for your business


Episode resources

  • Summit CPA website -
  • Email us with questions/comments-

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