In this episode of the podcast, Jeremy and Chris discuss the what and how of offering business budgeting services to customers. The key takeaways from the episode are:
- The timing and process of putting together a budget for customers
- The tools you can use to build budgets for your customers
- The difference between budgeting and forecasting and how they apply to CAS
- What does coherence mean within the context of a budget?
- How to bill customers for budgeting services
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon