Business Budgeting & Forecasting Services That Your Team Follows

Our business budgeting service is a flat-fee engagement for a full annual budget build, with monthly budget-versus-actual tracking available as an add-on to any bookkeeping plan. Pricing depends on the number of revenue streams, departments or locations, and the level of detail you need. New clients on qualifying plans get their first budget build free. See the offer question below.

A complete annual operating budget covering revenue by stream, cost of goods sold, payroll, and operating expenses by category, built month by month rather than as a single annual number. You also get documented assumptions, a cash flow view of the budget, and a working file.

Each month, we load your budget into QuickBooks or Xero and run budget-versus-actual variance reports as part of your monthly close. You see exactly where you are over or under, in dollars and percentages, with notes explaining significant variances rather than just a spreadsheet dump. Over time, that variance history becomes one of the most useful management tools your business has, because it shows you where your plan and reality consistently disagree.

Yes. If your business changes materially, such as a big new client, a lost revenue stream, unexpected costs, or a new hire, we reforecast the remaining months so your budget stays useful instead of becoming a document nobody looks at. Many clients use a budget plus rolling reforecast approach: the original budget stays as the accountability benchmark, while the reforecast reflects current reality.

New clients who sign up for a qualifying monthly plan get their first annual budget built free. Qualification is based on an assessment of how many departments you have and the size of your entity, and it requires at least one month of any of our services. The offer includes the full budget build described above: monthly revenue and expense targets, documented assumptions, and setup inside QuickBooks or Xero for budget-versus-actual tracking.