The CPA Advisory Show

Budgeting As A Service (BaaS?)

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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

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA