10/28/2026
MYTH: Financial planning is only for big companies with a CFO on staff.
FACT: Small businesses often benefit the most from planning, because there's less room for error.
A simple plan for a small business might include:
• A 12-month budget
• A monthly cash flow forecast
• A target for owner pay
• A savings cushion for slow months and tax payments
You don't need a full-time CFO to think like one. (That's kind of our whole thing.)