Budgeting & Planning
Budgets, forecasts and annual business plans. We have a range of planning services to suit your business. If you need help securing finance or want help getting your goals and actions aligned, we can get you on the right track.
Why Budget or Write a Business Plan?
As Business Partners, we believe that a good budget and business plan adds genuine value to a business. It is a misconception that a budget is simply to lay out what you expect to spend and earn in a year. We believe that budgeting, done well, should help you align your business plans and financial expectations to your strategic goals. It should help you identify where you need to spend or invest, on what, and when to achieve those big goals you have for your business. It should also help you identify potential shortfalls or risks and enable you to plan ahead for these. A good budget, alongside a clear business plan and well-defined goals, can help you target your growth rather than getting bogged down in the day-to-day.
A clear budget and business plan also enables you to benchmark your performance against what you had aimed to achieve, identify if things are not running as you hoped, and take action to get things back on track.
Budgeting and Planning Services
Budgeting or Forecasting
Annual Budgets, Rolling Forecasts or finance application packs for your bank.
As budgeting experts, we can get you set up in no time.
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Business Plans
Refine your business plan and set tangible goals to keep your business moving forward.
Whether you want a simple plan or regular coaching sessions, we're here to help.
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Cash Flow Management
Get a grasp on your cash flow with our cash management services. From cash flow forecasts to thorough reviews, we can help you understand and optimise you cash flow.
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