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Healthy Agency Finances
Welcome
The mission (14:12)
Current Approach
Your current approach (2:33)
Potential problems (18:26)
How healthy agency finances work
The principles (12:57)
The healthy agency finances model (7:49)
Real Income (11:34)
Balanced use of money (16:43)
Summary (9:13)
The journey of cash in an agency
Potential income (13:01)
Cash runway (11:24)
Forecasting
How forecasting is done traditionally (12:57)
A living forecast (15:40)
Measuring progress (5:55)
Healthy Forecasting: An example (22:50)
An agency finance dashboard
Introduction to the agency finance dashboard template (8:29)
Settings (5:32)
Expenses data (7:28)
Income data (2:29)
The forecast (4:56)
Progress (6:59)
The dashboard (10:49)
A real example of the agency finance dashboard (27:41)
Summary
Thanks, goodbye and how to stay in touch (4:22)
BONUS lessons
The Financial Director's view — interview with Simon Collard
Case Study — How Quietroom adopted the Healthy Finances approach
Case Study — How Quietroom adopted the Healthy Finances approach
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