Forecasting From The Heart, Budgeting From The Brain
A Three-Part Hands-On Webinar Series To Plan 2026 The Right Way
October 2, 9, and 16 from 12PM-1PM US Eastern / 11AM-12PM US Central / 10AM-11AM US Mountain / 9AM-10AM US Pacific.
Presented by Walter Miller, CEO, Norman Professional Services
Walter is a Heart‑Centered Transformational Accountant who helps overworked entrepreneurs gain financial clarity and confidence. He blends traditional accounting with a holistic, forward‑thinking approach to improve profit, stabilize cash flow, and pay the owner what they truly deserve.
Plan with heart. Execute with numbers.
A three‑session, hands‑on webinar for service‑based business owners who want clarity, confident forecasts, and a cohesive financial plan without the overwhelm.
- Clarity: Turn a vivid vision into a concrete, written plan that aligns business goals with your personal life and well‑being.
- Confidence: Project revenue using real‑world drivers (clients, services, prices, etc.) so your numbers reflect how you actually win work.
- Control: Prioritize expenses, align resourcing to the plan, and connect forecasts to owner compensation intentionally.
What we’ll cover
Each session blends strategic foresight with practical financial technique so you finish with a cohesive plan you trust.
Session 1: Visionary Forecasting with NYER
Guided visualization using the New Year’s Eve Retrospective to articulate your story for the year ahead across physical, intellectual, emotional, and spiritual domains and capture it on paper as a usable plan.
- Translate ideals into measurable objectives
- Define growth and resource needs
- Create a one‑page vision sheet
Session 2: Revenue Forecasting for Real‑World Success
Identify revenue drivers, assess opportunities, and model scenarios, like known client patterns, new offers, and smart “unknowns” to project income with confidence.
- Driver‑based forecasting (clients × price × capacity)
- Scenario modeling for upside/downsides
- Simple pipeline hygiene that feeds the forecast
Session 3: Expense Planning & Integrated Strategy
Align spending to strategy, prioritize initiatives, and integrate your revenue and expense models (including owner pay) into one coherent plan.
- Capacity & staffing aligned to demand
- Ongoing vs. project spend prioritization
- Cash flow view and owner compensation targets
Is this for you?
Perfect for US‑based, service‑oriented entrepreneurs (often $1M–$10M revenue) who want disciplined planning with a human‑centered touch. No inventory or international complexity required.
You might be…
- Overworked and underpaid despite growth
- Unsure how to translate goals into numbers
- Ready to align business and personal priorities
You’ll walk away with…
- A written vision and 12‑month plan
Driver‑based revenue model you can update
Expense roadmap tied to strategy and owner’s compensation
Built for…
- Professional Services Firms
- QuickBooks or Xero users
- Leaders who value clarity & accountability
Ready to plan your next twelve months – and to do it with purpose?
Secure your seat for the upcoming cohort. If you can’t make it live, register anyway and receive the recordings and materials.
- Format: Three 60‑minute live sessions (virtual)
- Dates: October 2, 9, and 16 from 12PM-1PM US Eastern / 11AM-12PM US Central / 10AM-11AM US Mountain / 9AM-10AM US Pacific.
- Audience: Service‑based business owners & leaders
- Investment: $97 for all three sessions
This is your year – designed, not defaulted.
Join us to align vision, revenue, expenses, and owner pay in one simple, actionable plan.