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Financial forecasting: How Enae Jackson-Atkins positioned her advising practice for success

Enae Jackson-Atkins
Founder, Esquire Accounting

Kathy Gregory
Director, Strategic Development and Engagement, LivePlan

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

LeadershipFinancial ServicesPerformance
 

Join Ian and Kathy as they talk with Enae Jackson-Atkins, an accountant and LivePlan strategic advisor, to discuss why financial forecasting is the advisory service your clients need.

Enae will showcase how she brings value to her clients each month with forecasting and strategic advising, and how her practice is set up for efficiency and scalability. 

You’ll gain a complete introduction to this service offering and come away with a blueprint to start taking a more proactive approach with your clients’ finances.

Watch to learn:

  • The difference between financial budgeting and financial forecasting

  • Why forecasting makes such a valuable advisory service for your clients and your firm

  • How to communicate the benefits of financial forecasting to your clients

  • How to provide up-to-date information and projections to evaluate a client’s position, assess risk, identify opportunities and threats, and make adjustments

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Enae Jackson-Atkins
Founder, Esquire Accounting

Enae partners with entrepreneurial attorneys and small businesses to maximize profitability through strategic advisory and fully outsourced virtual CFO services.

Kathy Gregory
Director, Strategic Development and Engagement, LivePlan

Kathy has spent 25 years in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. Kathy developed the specialized program for Strategic Advisors at LivePlan.

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.