Business Budgeting & Forecast

Service Description

Effective budgeting is one of the most powerful tools for business success. This 4-hour interactive workshop is designed to help you take control of your business finances by working closely with a CPA-led advisor to understand your Profit & Loss (P&L) and transform it into a forward-looking financial plan. Together, we will review your P&L historically and retrospectively to identify key trends in income, expenses, and profit drivers. By analysing your past performance, we can highlight seasonal patterns, irregular costs, and areas where spending may be optimised. From there, we’ll map out anticipated expenses and revenue timing to create a budgeting framework that improves forecasting, supports decision-making, and enhances overall cashflow management. This workshop goes beyond simply “cutting costs.” We’ll focus on understanding the financial heartbeat of your business — what drives revenue, which costs add the most value, and where potential risks lie. You will gain clarity on your fixed vs variable expenses, tax obligations, payroll commitments, and upcoming investments, giving you a clear financial roadmap for the months ahead. We will also introduce scenario planning, allowing you to test “what-if” situations — such as growth opportunities, staffing changes, or shifts in client demand. This proactive approach ensures you’re better prepared for challenges and able to make confident business decisions. Ideal for current clients, the budgeting workshop provides guidance tailored to your business circumstances and goals. The outcome is not just a budget, but a practical financial management tool that you can revisit and update regularly. By the end of the session, you’ll walk away with: A clear, customised budget aligned with your business strategy Insight into your key performance drivers and cashflow patterns Tools to manage expenses, plan ahead, and avoid financial surprises Greater confidence in your ability to make informed business decisions This is 4-hour budgeting exercise is a valuable investment for any business owner looking to improve financial control, plan for the future, and strengthen long-term sustainability.