🤔 Are your bookkeeping records just gathering dust? We're flipping the script! Discover 3 specific bookkeeping habits that create the clean data needed for financial forecasting. Learn to stop looking only backward and start planning for growth with confidence.

Welcome back, family! We've spent a lot of time on the here and now of bookkeeping habits, but today we look forward.

It’s easy to view your bookkeeping as just a record of what already happened. However, that completed, historical data is your most powerful tool for small business planning. Now, to be clear: Bookkeeping is the necessary act of recording the past. Financial Forecasting is the planning and analysis that looks ahead.

This episode is about equipping you to use your meticulous records to perform simple financial forecasting that helps you anticipate future costs, manage inventory, and plan your investments. We’re showing you 3 simple habits that transform your records from history into a proactive tool for data-driven decisions.

In this episode, we’re covering:

• The Difference: Why bookkeeping is historical recording, and forecasting is the separate skill of planning ahead.
• The Expense Look-Ahead Habit: Using your Expense Report to predict costs 90 days out.
• The Seasonality Check Habit: How historical income data helps you prepare for slow months.
• The Investment Roadmap Habit: Using your clean data to plan where your next dollar should go.

Ready to gain financial forecasting clarity? Let's dive in!

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