A formalized annual plan lays out the financial roadmap for the upcoming year informed by learnings from the current year and goals for future years. But more than that, the annual plan can be a powerful process that will set you up to drive efficiency, set guardrails, and keep your growing company marching to the same drum in the year ahead.
Watch CFO Services Senior Manager Julian Ng as he shares the framework for annual planning that we use with our clients. Learn to tailor the annual planning process to suit your company's stage and size, ensuring a strategic and cohesive approach to your financial and operational goals.
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