Create a Cash Flow Projection With a 12-Month Template
Learn how to create a projection with a basic template for Excel/Google Sheets. I show you step-by-step.
Created by Rob Stephens, Last Updated 22-Feb-2021, Language:English
Founder of CFO Perspective
Rob Stephens is the Founder of CFO Perspective, where he provides financial consulting and education to small businesses. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management. Rob is an adjunct instructor at Gonzaga University.
Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.