Kellan Frost
Retail Business Owner
"I thought my seasonal swings were unpredictable. Turns out they followed a pattern I just hadn't seen before. Now I prepare inventory differently, and my cash flow doesn't swing as wildly during slow months."
Are You Ready to Forecast Your Future?
Financial forecasting isn't just about spreadsheets. It's about understanding where your business can go—and making sure you're prepared when you get there.
Start Your Journey
What You Actually Need Before Starting
Most people think they need a finance degree to understand forecasting. They don't. But you do need a few things in place before diving in—and honestly, it's less about credentials and more about mindset.
I've seen business owners with zero financial background build solid forecasting models. And I've watched finance professionals struggle because they approached it like an academic exercise instead of a practical tool.
- Access to at least 6-12 months of business financial data
- Willingness to look honestly at your business numbers
- Basic comfort with spreadsheets (not expert level—just not terrified)
- Time to dedicate 4-6 hours weekly for learning and practice
- Curiosity about why your numbers behave the way they do
Three Phases You'll Move Through
Learning to forecast isn't linear. Most students zigzag between these phases, and that's completely normal.
Understanding Your Current State
First month or so, you'll dig into what your numbers actually mean. Not just revenue—the patterns behind everything. Where money comes from, where it goes, what's seasonal, what's growing.
Building Your First Models
Around weeks 6-10, you'll start constructing forecasts. They won't be perfect—mine weren't either. But you'll learn by doing, adjusting assumptions, testing scenarios. This is where most breakthroughs happen.
Making It Work for You
By month four, you'll customize everything to your specific business. No generic templates. You'll know which metrics matter most, how to adjust quickly, and when your forecast is telling you something important.
Birdie Ashworth
Consulting Firm Founder
"The first two months were frustrating. My forecasts were off by ridiculous amounts. But once I stopped trying to predict everything perfectly and focused on ranges and scenarios, it clicked. Now I actually use what I learned weekly."
Sloane Vega
Manufacturing Startup
"I started with zero finance background. Honestly felt lost the first few weeks. What helped was just building simple models with my own business data instead of theoretical examples. Made everything more tangible."
