Every business needs a budget.

Just as you wouldn’t embark on a journey without knowing your destination, your budget is your financial plan to achieve strategic goals in both revenue and profit. It’s a benchmark to measure gaps and create actionable strategies. A smart budget is one that stretches you slightly while staying achievable.

 

Special Offer:
If you request a budget forecast to be added to your existing Maintain or Compliance Service Plan before 20 December 2024, the additional monthly cost is just $85 + GST. This includes a 12-month budget plan prepared ASAP and a meeting (online or in-person) to discuss the draft budget.

Key Benefits of a Budget Forecast

  • Peace of mind: Know your cashflow requirements for the next 12 months and ensure they’re funded.
  • Cash cycle insights: Gain a clear understanding of how money flows through your business.
  • Stronger relationships: Improve communication with your bank and key suppliers.
  • Informed decision-making: See the cashflow impact of management decisions in real-time.

We’ve developed this service to give you clarity and confidence in your cashflow for the year ahead. A forecast acts as your financial map—offering peace of mind and a heightened awareness of your business’s financial health.

Why Cashflow Management Matters

Many business owners underestimate the importance of cashflow until it’s too late, leading to financial crises that can affect both their business and personal life.

Our Budget Forecast Service Includes:

  1. Pre-work:
    • A simple checklist for you to complete before we start.
    • We’ll combine this with your previous year’s performance data to create a draft Cashflow Forecast.
  2. One-hour meeting:
    • Review and refine the draft.
    • Discuss strategies to improve cashflow and address gaps.
  3. Detailed deliverables:
    • 12-month Cashflow Forecast, broken down by month.
    • Post-meeting minutes, including a clear list of follow-up actions.
  4. System integration:
    • We’ll input your forecast into your accounting or reporting system for seamless tracking.

Don’t leave your business’s financial future to chance. Take advantage of this offer by 20 December 2024 and get a personalised Budget Forecast that puts you in control of your cashflow.

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