Budgeting and Forecasting
Rely on more than just your instinct and bank account balances. Budgeting and forecasting are important tools for business success.
Many businesses start with a cashflow forecast, and budget that ‘sits on the shelf’.
We turn these into real, living, ‘powerhouse’ tools to energize and drive your path forward while keeping you safe.
With our help, we turn planning into a process you will genuinely enjoy working towards.
Budgeting and Forecasting - Service Detail
Ever felt like your budgeting and forecasting are just numbers on a page or an Excel sheet collecting dust? You’re not alone. Many businesses start with a cashflow forecast and a budget that sits on the shelf, untouched and unloved. But what if I told you that these tools could become the powerhouse of your business strategy?
Budgeting provides the structure and discipline needed to manage your finances effectively. It sets the parameters within which your business operates.
Forecasting adds agility and foresight, allowing you to adapt to market changes, seize opportunities, and mitigate risks before they impact your business.
Together, budgeting and forecasting create a comprehensive financial strategy that ensures stability and growth.
Imagine having a budgeting and forecasting process that isn’t just about keeping an eye on your bank balance, but one that energizes and drives your path forward while ensuring you stay safe and secure. With our help, this isn’t just a dream – it’s a reality.
We believe in going beyond instinct and gut feeling. Together, we transform your traditional budgeting and forecasting into dynamic, living tools that guide your business decisions and fuel your growth. Our approach is all about making planning a process you’ll genuinely enjoy working towards.
Think of it like this: instead of dreading the end-of-month financial review, you’ll find yourself looking forward to seeing how your plans are coming together. Our methods help you not just forecast your financial future but actively shape it. You’ll have clear insights and actionable plans, making it easier to adapt and thrive in a rapidly changing business environment.
We don’t just give you the tools; we teach you how to wield them effectively. Utilizing powerful Excel tools and QuickBooks-based data, we provide you with precise, up-to-date financial information. Our Excel tools are designed to be user-friendly yet sophisticated, enabling you to model various financial scenarios with ease. With QuickBooks, we integrate your financial data seamlessly, ensuring that your budgeting and forecasting are based on the most current and accurate information.
Whether it’s setting realistic financial goals, identifying potential risks before they become problems, or finding new growth opportunities, our process is designed to empower you every step of the way. With our expertise in Excel and QuickBooks, we make sure you have all the resources you need to make informed and strategic decisions.
Ready to turn your budgeting and forecasting from a chore into a core part of your business strategy? Let’s make it happen together.
The Stoneforge Difference
The way we work
Everything we do is centered around delivering long-term business-impacting results with you. Our proprietary framework underpins our journey together in a way that allows you to pinpoint and track progress on the journey. This underpins all of our disciplines:
