Budget and Forecasting
Creating operating & capital budgets for your business is largely dependent upon the accuracy of your historical financial records. We will make financial projections and estimations using accounting data that we have determined to be credible either from the accounting records that we have professionally constructed or from records you have maintained. I will utilize my experience as a former Budget Director for a large corporation and over 30 years of experience as a CPA and consulting with a wide variety of small businesses. Budget preparation and future monitoring, profitability analysis, Cash management & forecasting are just some of the tools that I will utilize for your business, I will also assist you in defining long-range plans and quantification goals and provide liaison with bankers, attorneys and other third-party agents. Assistance with capital budgets is critical and I will provide you with an analysis of future equipment purchases and business expansion plans.