Tim Berry

Tim Berry is the founder and chairman of Palo Alto Software and Bplans.com

Recent Posts

What You Really Need to Know About Cash Flow

[fa icon="calendar'] Fri, Sep 15, 2017 / by Tim Berry posted in Working with Clients

Cash is king. You’ve heard it forever, but do you know what it really means?

Cash in this context isn’t bills or coins, it’s money in the bank that you can spend today. It’s the single most important resource in any business, and also one that is way too frequently misunderstood.

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Planning Principle: It’s Business Planning, Not Accounting

[fa icon="calendar'] Fri, Apr 14, 2017 / by Tim Berry posted in Working with Clients , Budgeting and Forecasting

It’s business planning not accounting. Your projections, although they look like accounting statements, are just projections. They are always going to be off one way or another, and their purpose isn’t guessing the future exactly right, but rather setting down expectations and connecting the links between spending and revenue.

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What Makes a Sales Forecast Credible?

[fa icon="calendar'] Wed, Jun 15, 2016 / by Tim Berry posted in Budgeting and Forecasting

So for me, what makes a sales forecast credible?

It starts with product market fit. I want to understand the story of the need, and not necessarily big numbers, but who needs this and why.

That’s the beginning.

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How to Forecast Sales

[fa icon="calendar'] Fri, May 13, 2016 / by Tim Berry posted in Budgeting and Forecasting

This article is part of the Bplans “Business Startup Guide”—a curated list of our articles that will get you up and running in no time!

First, allow me to deal with a very common problem: Business owners are often afraid to forecast sales.

But, you shouldn’t be.

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About Excel and Your Business Plan

[fa icon="calendar'] Tue, May 10, 2016 / by Tim Berry posted in LivePlan Software for Advisory

I was just browsing the web with my laptop on a Sunday afternoon, half watching football, when I caught a LinkedIn question about business plan software. “Just use Excel and do your own,” the answer says.

“Yeah, right,” as one of my daughters used to say, rolling her eyes, when she was still a teenager, “and oh, brother.”

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Cash Flow 101: How to Identify and Fix Cash Flow Problems

[fa icon="calendar'] Mon, Apr 25, 2016 / by Tim Berry posted in Working with Clients

Though they’re by no means uncommon, cash flow problems can cripple businesses of all sizes, and smaller ones are perhaps more vulnerable. Without access to capital, companies are unable quickly adapt to today’s ever-changing business world. As such, they’re unable to grow.

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What Is a Market Forecast?

[fa icon="calendar'] Fri, Apr 1, 2016 / by Tim Berry posted in Budgeting and Forecasting

A market forecast is a core component of a market analysis. It projects the future numbers, characteristics, and trends in your target market. A standard analysis shows the projected number of potential customers divided into segments.

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Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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