Forecasting Basics....is here!
When we (we = The 15 Hour Accountant newsletter community) started brainstorming ideas for Aligned Accountants back in December 2024, there were two clear asks from the group. Accountants in this community agreed that they needed:
Help getting clients
and
Technical training on advisory skills and forecasting
You already know that Aligned Accountants is hosting the Summer of Sales & Marketing meetup series (yay!), but as of last week, Aligned now has a static course called:
(Candidly, I quietly launched this last Tuesday morning, without an announcement, and members were already cranking through it by Tuesday afternoon! They were ready.)
If your background is in audit, tax, bookkeeping, or corporate accounting, this is the ‘101’ forecasting course for you. In full disclosure, if your background is in FP&A, you can skip this one and help me teach the next one 😉
More info below…
✨Forecasting Basics in Excel ✨
Want to test the waters of forecasting without diving into pricey software or complex models? This brand-new course is for you!
What it is:
A simple, story-driven walkthrough of building a basic cashflow forecast in Excel—starting with a P&L, applying revenue and expense logic, and layering on a simple cash forecast. No fancy tools needed. Complete it in less than 1.5 hours.
Who it's for:
If you're curious about CFO work, offering more than just bookkeeping, or just want to sharpen your tax planning skills—this one's for you. Especially great if you're Excel-comfortable and client-curious.
What you’ll get:
🎥 Bite-sized videos (taught by Erica Goode)
📁 A self-built Excel template (so you can repeat it on any client)
✅ Real-world scenarios
💡 4 revenue forecasting methods & 5 expense forecasting methods
💬 Tips for client conversations and showing your value
Included in Aligned Accountants.
Already a member? Take the course here.
Want to join us in Aligned? Join us here. (Even if you join for 1 month just to take this course, I think it would be totally worth it. No judgement for bouncing in and out for a month.)
Happy Forecasting 🤓,
Erica
What’s Happening in Aligned
Sales & Marketing Summer Series:
Get ready for the Sept - Nov accounting selling season this fall (yes, fall is a real selling season) with these three MeetUps happening this summer. Join live to ask your questions or submit your questions early and watch the recordings at a time that works for your schedule.
➡️ Niching with Geraldine Carter - Recording Now Available (the feedback was great on this session!)
➡️ Simple Marketing Funnels for Solo Accountants with Erica - Wed, July 16th (11am MST)
➡️ Sales Strategy with Nikki Rausch - Wed, Aug 20th (11am MST)
Join the discussion with 150+ like-minded, non-scaling accountants / really cool humans via the link below.
Money back guarantee, if you get in there and don’t see the value. No questions asked.
More details in the link above.