Budgeting & forecasting.

Setting yourself up for success

Budgeting. An area of your business you can’t afford to ignore. It plays a crucial role in planning for your financial year ahead by setting targets and controlling spend. Before the start of your financial year, we’ll work together to create a financial plan based on your expectations and visibility. This plan will form your business’s budget: but as we all know, nothing ever quite goes to plan. This is where the rolling forecast comes into play.

Forecasting your future finances

One of the most beneficial tools in your belt is a financial forecast. Your forecast will help you efficiently plan and support your decision-making.

We understand that you can’t read the future. And as much as we’d like to, neither can we. But financial forecasting is the solution: based on your results, the pipeline, forward-looking data and assumptions, we can make projections on what we think the future periods will have in store.

As your business will change on a daily basis, we’ll be sure to keep your rolling forecast updated and relevant.

While your budget and forecast will be a major benefit to your operations, they also serve other purposes. If you’re looking for financing, either through lenders or investors, having a forecast and a budget will work in your favour.

Get in touch to discuss our budgeting and forecasting services.