FORECASTING

Where can your business go?

EVERYONE WANTS TO PREDICT THE FUTURE — ESPECIALLY SMALL BUSINESS OWNERS.

Where will our business be in a few years?

How much income can we expect? Unfortunately, it’s impossible to actually know what the future will bring. But with business forecasting, you can take available data and begin to predict what may be coming. Forecasting can give you the knowledge to make changes or stay the course in every area of your business.

Our analysts know what to look for. From previous sales to marketplace changes, we can look over your information to give you a clearer picture of what to expect.

LOOK THROUGH THE WINDSHIELD INSTEAD OF THE REARVIEW MIRROR

You can figure out where you’re going when you know where you’ve been. Level can help you analyze your company’s past and gain insight into the future. Our team will analyze a variety of business factors, including:

Past sales numbers

Past repeat customers

Past expenses

Past supply chain issues

Past employee rollover

ALL THESE FACTORS INFLUENCE WHAT COMES NEXT FOR YOUR BUSINESS. WE’LL HELP YOU SEE THE PICTURE THEY CREATE.

LOOK AT YOUR INDUSTRY

Change is the only constant, no matter what industry you’re in. It can be tempting to ignore these changes and keep running your business as you always have, but it’s not a good idea. We’ll help identify and analyze industry changes, such as:

When you understand how your industry is shifting, you can prepare for those changes. The more you can analyze, the better your chances of success.

LOOK AT SPECIFIC SCENARIOS

Changes within your business can significantly impact your income, expenses, and success.

It’s vital to consider what will happen if you make a big move. Level can help you forecast the effects of a variety of scenarios, including:

ALL OF THESE FACTORS AND MORE CAN INFLUENCE WHAT COMES NEXT FOR YOUR BUSINESS.

You’ll get a clearer image of your future when you look at the numbers associated with these and other business factors.

FORECASTS BUILD CONFIDENCE

Looking at various data can help inform your decisions as a business owner. It can also help you instill confidence in potential customers and investors. People want to be confident that they’re getting good products and services. Investors want to know that they are investing in successful companies. Your business can shine through above and beyond the competition with optimistic forecasts.

Every business is different, and we know that. Trust a team of expert analysts to help you forecast the future, basing their work on your business.

FREE RESOURCE

Your Guide to Set Up Subcontractors the Right Way

Are you having trouble collecting information from your subcontractors? Download our “Subcontractor Checklist Packet” to know what you need from them for 1099’s, workman’s comp, and liability audits. We’ve even included a contract for reduced liability!

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT, FLORIDA

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.

Seren Lunsford, MBA

STAFF ACCOUNTANT, INDIANA, QUICKBOOKS ONLINE PRO-ADVISOR

Meet Seren, one of our dedicated staff accountants here at level accounting! She is responsible for bookkeeping & payroll. Outside of the office, you can find her on the sidelines of a soccer pitch, karting track, or baseball diamond, cheering on her two active boys. Seren is also a proud owner of two gentle giants, her beloved Great Danes. In her downtime, she channels her creativity into baking and decorating sugar cookies, always eager to experiment with new baked goods ideas and recipes. With her expertise in accounting and her passion for family, pets, and baking, Seren brings a unique blend of professionalism and warmth to our team.

Ivette Rivera

EXECUTIVE ASSISTANT, FLORIDA

Ivette Rivera is our Executive Assistant at Level Accounting, juggling schedules and keeping things running smooth.

When she’s not crushing it at work, Ivette is an avid participant in her church community. As a mom, she’s all about those quality moments, whether it’s baking up a storm, hitting the water for some kayaking fun, or just chilling with a good book or binge-worthy show. And let’s not forget her partners in crime at home: Harley Quinn, the fridge-raiding pit bull, and Atlas, the cat who rules the roost. Ivette’s all about that balance between work hustle and personal bliss.