{"id":13298,"date":"2022-11-21T06:45:35","date_gmt":"2022-11-21T11:45:35","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=13298"},"modified":"2026-02-12T04:25:40","modified_gmt":"2026-02-12T09:25:40","slug":"power-up-your-year-end-forecasting-and-budget-planning","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/power-up-your-year-end-forecasting-and-budget-planning\/","title":{"rendered":"Power Up Your Year-End Forecasting and Budget Planning"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tPower Up Your Year-End Forecasting and Budget Planning\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2022-11-21T06:45:35-05:00\">November 21, 2022<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Power Up Your Year-End Forecasting and Budget Planning\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/power-up-your-year-end-forecasting-and-budget-planning\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/lindsaybushweller\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/11\/Headshot-Lindsay-B-350x350.jpg\" class=\"entry-author__image\" alt=\"lindsay-bushweller\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/11\/Headshot-Lindsay-B-350x350.jpg 350w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/11\/Headshot-Lindsay-B.jpg 500w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/>\t\t\t\t<span class=\"entry-author__name\">Lindsay Bushweller<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Year-end is a crucial period for any chief financial officer. When looking to the upcoming year, efficient budget planning and forecasting can help you prepare for the future, draw up effective strategies\u2014and align your objectives across the entire organization.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The evolving role of the CFO<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The pace of change and the broader economic impacts experienced during the global pandemic have accelerated a significant shift in the traditional role of the CFO.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the past, much of your role as a financial leader would have involved managing rear-facing details like closing the period, reconciling general ledger transactions, invoice matching, or cash application.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today, it&#8217;s likely that you&#8217;ll oversee more areas of the business than ever before\u2014and be taking on added areas of responsibility, too.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>&#8220;In situations of crisis and beyond, CFOs must tackle new challenges as a strategist, rather than an accountant.&#8221;<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"chrome-extension:\/\/efaidnbmnnnibpcajpcglclefindmkaj\/https:\/www.netsuite.com\/portal\/assets\/pdf\/wp-cfo-of-the-future-emea.pdf?elqTrackId=59a63e295b8344fa850c9f8d57c2fb77&amp;elq=9e0e089f5d1b4c16862d51cffd465b35&amp;elqaid=15611&amp;elqat=1&amp;elqCampaignId=6804&amp;elqcst=272&amp;elqcsid=7261\">CFO of the Future, Oracle<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And as the financial departments and IT departments in your business continue to work together more closely, your role is likely to include responsibilities around data management, data science, and information technologies too.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>\u201c79% of professionals see the need for investing in the automation of tasks and data capture.\u201d<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sage.com\/en-us\/blog\/fsn-survey-2022-highlights\/\">Future of Planning, Budgeting, Forecasting, and Reporting<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Looking forwards, not backwards<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today, periods of economic uncertainty, like those caused by the pandemic and ongoing international conflicts, will see you being pulled into more discussions around business planning and strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And this means shifting your year-end focus to more forward-looking activities\u2014like forecast and budget planning, with investments in the tools and software needed to do these well.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>&#8220;The needs of the business are growing. The pace of innovation is accelerating. CFOs can either plan for change, or plan to retire.&#8221;<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www2.deloitte.com\/content\/dam\/Deloitte\/us\/Documents\/finance-transformation\/us-ft-crunch-time-V-finance-2025.pdf\">Deloitte, Crunch time V, Finance 2025<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Accuracy, speed, and scope<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Forecasting and budgeting are crucial components of every company&#8217;s growth journey, especially during periods of change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The efficacy of each process is highly dependent on the delivery of accurate information to your financial planning and analysis teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This needs to be done at speed. And at a scale at which they can make crucial company-wide plans, match enterprise goals to budgets, and support the significant corporate decisions you need to make.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>\u201c78% of professionals want to invest in supporting their IT teams to establish closer links with data sources.\u201d<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sage.com\/en-us\/blog\/fsn-survey-2022-highlights\/\">Future of Planning, Budgeting, Forecasting, and Reporting,<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Removing frustrations<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Common frustrations with current finance and accounting systems include the slow speeds at which period-end closing and reporting processes are executed. And the fact that the financial insights they provide are minimal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And for CFOs, such restrictions can limit the visibility of what&#8217;s happening in your organization regarding cash and liquidity\u2014making accurate forecasting and budgeting at year-end extremely challenging.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But it doesn&#8217;t have to be like that.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>\u201cBudgeting and planning used to be a nightmare\u2026 if one formula was off, you\u2019d have to spend hours or days trying to figure out what was wrong. [With Sage Intacct] we save many, many hours\u2026 We could probably do budgets in a week, instead of a month.\u201d<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Amanda Goebel, Senior Accountant, Halstatt<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Making a move away from spreadsheets<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Investing in ways to deliver accurate information to your financial planning and analysis teams at speed and scale can mean moving away to manual activities and spreadsheets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s because, while many medium-sized businesses rely on manual activities and spreadsheets for their budgeting and forecasting, they are labor-intensive, take a long time to complete, and can be challenging to manage across the entire organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>\u201cOnly 43% of organizations can forecast revenue to within +\/-5%\u201d<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sage.com\/en-us\/blog\/fsn-survey-2022-highlights\/\">Future of Planning, Budgeting, Forecasting, and Reporting<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Emerging technologies for greater visibility<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today, software and financial management tools can play a vital role in creating greater and more accurate visibility\u2014and can streamline manual processes to make budgeting and forecasting easier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And as the most senior financial professional in your organization, you can expect to be called upon to guide new investments around finance, enterprise resource planning, and analytics.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The enhanced visibility provided by today&#8217;s tools and software can help you drive and build effective long-term capital appropriation plans for your organization. And help you understand which key performance indicators you need to watch to steer your company to safety in times of crisis.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">All the more reason to invest in software and tools that make your business flow. And mean that your budget planning and forecasting are done at speed\u2014and with the accuracy and scale required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, moving to data and analytics software can enable you to report on data from multiple internal and\/or external sources within one system and interface\u2014and help you to make better-informed decisions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>\u201c75% of professionals see the need for investing in complete standardization of all processes across their organization.\u201d<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sage.com\/en-us\/blog\/fsn-survey-2022-highlights\">Future of Planning, Budgeting, Forecasting, and Reporting.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enterprise Intelligence solutions can help you manage your data and make informed decisions based in real time, eliminating the need for disparate tools and specialized skills.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using software to simplify your financial management and get better visibility in can strengthen your margins from pipeline to ongoing projects for the year ahead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Budget planning and forecasting<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Typically, as CFO, you\u2019ll create a&nbsp;budget as your road map before developing a financial forecast. Your budget will help you determine how much money your organization will need to spend to reach the goals you&#8217;ve outlined.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creating your budget will also reveal the shape and direction of your organization&#8217;s finances. At the same time, a forecast will highlight whether you&#8217;re meeting the financial goals you&#8217;ve outlined.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And while you&#8217;d usually prepare a budget for the short term and use it to help your management team set expectations for where your organization wants to go, your forecasting process will happen in the short and long term.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s because forecasting measures where your company&#8217;s actually headed. A forecast can be adjusted and fine-tuned beyond year-end to meet any emerging changes in the business situation or economic conditions in which you operate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Efficient forecasting with reliable data provides valuable insights that empower you to proactively reallocate resources. And it can help the managers in your organization make data-driven decisions with confidence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Software to simplify<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today&#8217;s software solutions can let you take control of the budgeting process\u2014removing the time-consuming admin that&#8217;s traditionally involved to free you to focus on high-value items.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Employing the right software can transform how you plan, budget, and report. You can automate your essential financial and operational processes and make your organization more agile and profitable, all while reducing risk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Different solutions can help you align strategies and priorities, meet your financial targets, and adjust at speed to market changes, so you can avoid surprises.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Year-end made easy<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sage software is designed to help you keep financial focus. We\u2019re here to help you streamline your business and prepare for your year-end close with ease.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Want to further power up your year-end <\/strong><strong>forecasting and budget planning?<\/strong><strong> <\/strong><strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Join us to discover which emerging forecasting and budget planning trends you can expect to see in 2023 and beyond. The analysts at IDC will also explore the common considerations and challenges organizations like yours are dealing with today.<\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Register for Webinar &#8216;Forecasting and Budget Planning in 2023 and Beyond&#8217;<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">Don&#8217;t miss our webinar with featured speakers: IDC research analysts.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"##gate-6b0e2a95-9256-428f-af6a-7ccae9e26d4f\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Sign 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class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-38051 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-1215x810.jpg\" class=\"card-post__image\" alt=\"hospital asset tracking\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-28T11:02:28-04:00\">September 28, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">7 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/repeatable-month-end-close-primary-care-acquisitions\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tA repeatable month-end close for primary care groups growing through acquisition\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tHow primary care groups growing through acquisition can build a repeatable month-end close: consolidation boundaries, account mapping and reconciliations.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-10296 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-people-leadership category-strategy-legal-operations tag-accountants tag-business-strategy tag-cfo-3-0 tag-cloud-financial-management tag-construction tag-project-management business_type-growing-business industry-construction-and-real-estate industry-financial-services industry-professional-services industry-software-saas industry-technology\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/project-profitability\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-684x384.jpeg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-684x384.jpeg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-768x512.jpeg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Construction-Commerical_0320-1214x810.jpeg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-25T09:17:00-04:00\">September 25, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">10 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tProject profitability: How to calculate, analyze, and improve margins\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-37976 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/fqhc-month-end-close-spreadsheet-rework\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-684x384.jpg\" class=\"card-post__image\" alt=\"Hand is put on a laptop computer\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/spreadsheets-scaled-1214x810.jpg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-24T10:54:13-04:00\">September 24, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">6 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tReducing spreadsheet rework in a multi-site FQHC&#8217;s month-end close\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-37879 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-strategy-legal-operations tag-cfo tag-cloud-financial-management tag-compliance business_type-growing-business industry-healthcare industry-nonprofit\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/behavioral-health-five-funding-streams-one-close\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1448765678-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1448765678-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1448765678-768x499.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1448765678-1246x810.jpg 1246w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-21T08:44:38-04:00\">September 21, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">9 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tFive funding streams, one close: behavioral health revenue reporting\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-37876 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-business-intelligence tag-cfo tag-cloud-financial-management business_type-growing-business industry-healthcare\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/dental-group-profitability-reporting-by-location-and-provider\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg\" class=\"card-post__image\" alt=\"hospital asset tracking\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1386963112-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-16T09:12:14-04:00\">September 16, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">8 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tDental group profitability reporting by location and provider\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Year-end is a crucial period for any chief financial officer. When looking to the upcoming year, efficient budget planning and forecasting can help you prepare for the future, draw up effective strategies\u2014and align your objectives across the entire organization.\u00a0<\/p>\n","protected":false},"author":1596,"featured_media":13299,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":"","_yoast_wpseo_schema_page_type":"","_yoast_wpseo_schema_article_type":"","_sage_video":false,"_yoast_wpseo_focuskeywords":"","_yoast_wpseo_keywordsynonyms":"","_yoast_wpseo_primary_category":"43","sage_membership_post_content_type":"article","sage_membership_post_featured_video_id":"","sage_membership_post_video_type":"trailer","sage_membership_post_featured_video_duration":"","post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"_pwl_sage_podcast_buzzsprout_src":"","footnotes":""},"categories":[43],"tags":[427,420],"business_type":[41],"lilypad":[],"context":[],"industry":[],"persona":[],"imagine_tag":[],"coauthors":[917],"class_list":["post-13298","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-money-matters","tag-cfo","tag-cloud-financial-management","business_type-growing-business"],"sage_meta":{"region":"en-us","author_name":"Lindsay Bushweller","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/11\/Sage-Advice-November-Blog-Image.jpeg","imagine_tags":[]},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/13298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1596"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=13298"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/13298\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/13299"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=13298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=13298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=13298"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=13298"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=13298"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=13298"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=13298"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=13298"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=13298"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=13298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}