Budgeting and Forecasting

Projections for pivotal decisions

Accurate projections help turn your ideas into tangible reality. Budgeting and forecasting are essential for management and growth, as they allow you to plan adequately and create a road map to where you want to go. Strategic growth — that’s the goal.

Ready to Create Your Roadmap?

Let our financial experts help you address all the financial components that run through your business or organization to make sure you’re ready to grow. From defining your sales and fundraising goals to building out your direct and indirect costs and examining your cash flow to determine if and when you need financing — we’re on it.

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Our Effective Methodology

Our unique methodology makes the process smoother, allowing us to make expertly educated projections with confidence.

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Gain Clarity for Planning

Our team provides clarity about financial and operational realities, enabling you to plan your business’ growth and development.

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Identify Financial Needs

Solid financial projections set you on the right track to raise the capital you need or apply for a loan. We’ll help you identify those needs so you can put a plan into action.

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Receive Forecasts Monthly

Once we finish your forecast, opt into an ongoing relationship with an outsourced CFO who can ensure projections are updated and tackle projects like bookkeeping or payroll improvements.

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One Simple Flat Fee

Receive the projections you need without committing to long-term contracts. This is a stand-alone service that gets you the information you need for a reasonable, one-time fee. From there, you can choose to engage further — or not.

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Make Informed Decisions

How much can you pay yourself? Is it too soon to hire? What additional fundraising do I need to hit my target goals? These are all questions better answered with data and insights behind them. That’s the beauty of budgeting and forecasting.