Projecting Working Capital Balances

Accurately project working capital balances to ensure your business stays financially healthy.

Whether you’re preparing for a growth surge or navigating seasonal fluctuations, this video equips you with the skills to create reliable forecasts to help you maintain financial stability.

  • Forecast Working Capital Needs: Learn how to project future balances using key metrics like DSO, DIO, and DPO to ensure financial stability.
  • Budget Cash Inflows and Outflows: Master percentage-based methods to accurately time accounts receivable collections and accounts payable payments.
  • Anticipate Funding Gaps: Gain tools to identify potential cash shortfalls and prepare strategies to maintain liquidity.

This video comes from my Mastering Working Capital Management Course

CPAs: Want to get CPE credit for videos and courses like this? Check out my CPE page.

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