We look at planing Now (Where are you now ) Where (where do you want to be) and How (how do you get there) with a passive approach.
Annual forecasting is best practice in any business and critical to survival and growth especially as businesses change, adapt and grow. Having an annual forecast in place and regularly monitoring the actual results against the forecast on a monthly basis will enable businesses to help track your financial performance against your goals, make better decisions and respond to changes in your business before it's too late.
Our approach to developing the Annual Forecast is collaborative and involves you completing comprehensive pre-work to confirm your cashflow, budget and expenditure so we can work with you to complete an accurate report. We will then facilitate a session to develop the Annual Forecast with you.
Once in place, monthly reporting on the actual vs forecast will be provided along with a call to discuss the results and any queries you may have.