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Building an Operating Budget
Length: 1 hour


Join Lucas LaChance, CPA and Partner with LGT for a review of key areas in budgeting.  This course covers types of budgets, the pros and cons of each, where some are useful and where they aren't, as well as some tips on what you might want to use or recommend to your clients.  

Key Topics:

  • Incremental budgeting
  • Activity based budgeting
  • Value proposition budgeting
  • Zero based budgeting
  • Project revenue
  • Research costs
  • KPIs
  • 12-Month cash flows
  • Slow pay / no-pay
  • Adjusting for seasonality
  • Factoring in industry and economics
  • When and how to spend
  • Budget reviews

Special preparation needed: None

Prerequisites: None

Lucas LaChance, Lane Gorman Trubitt, LLC

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