Denise's Opinions: Mastering Your Business Financial Plan with Budgets, Forecasts, and a Vision

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Are you a spontaneous spender, a meticulous planner, or something in between? As an entrepreneur, mastering the art of budgeting and forecasting is essential to your business’s success. In 2024, you likely have goals in mind such as income targets, client acquisition, or profitability. In this episode of Denise’s Opinions, Denise shares the difference between a budget and a forecast and how to use each plan effectively.
Denise emphasizes the importance of embracing data despite its intimidating nature and highlights how data is the foundation for effective financial decisions. Understand the alliance between budgeting and forecasting and learn why regular assessments are key to financial success. Whether you’ve set ambitious goals for the year or simply have a vision in mind, join Denise as she navigates a business owner’s financial game plan!
Looking for more insights and tips on budgeting and forecasting? Register for Denise’s next webinar: “Unleash Success in 90 Minutes: Your Blueprint for Sales and Marketing Triumph” set for Thursday, January 25th. See you there! 

About Your Host

DCA Virtual Business Support President, Denise Cagan, has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs.

Recognized as a facilitator, problem solver, and builder, Denise enjoys speaking to business groups about social media for small businesses and motivating remote and work-from-home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. With extensive experience in outsourcing solutions that provide administrative, creative, marketing, and website support, she is able to help other small businesses grow and thrive.

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