Budgeting
Annual and departmental budgets built around realistic, defensible assumptions instead of last year plus a guess.
Best for businesses planning their next year, or a founder who's never built a formal budget before.
- Annual / departmental budget build
- Assumption documentation
- Scenario flexibility
- Review call with your team
Ongoing reporting, forecasting, and decision support for businesses that have outgrown spreadsheets but aren't ready for a full-time CFO — plus project-based valuation and fundraise support.
How this can be structured.
Who this is built for.
- Founders raising or preparing to raise
- Businesses without an in-house finance lead
- Companies needing board-level reporting
About Budgeting.
Do you need last year's numbers?
Yes, historical actuals are the starting point for realistic assumptions.
Can this be revised mid-year?
Yes, budgets are meant to flex as real numbers come in, not stay frozen.
Other services in this category.
Virtual CFO
Ongoing strategic finance leadership — reporting, forecasting, and decision support, treated as an extension of your team.
Forecasting
Rolling forecasts updated monthly against actuals, so plans stay grounded in what's actually happening.
Cash Flow Management
Active monitoring and planning to keep cash position predictable and avoid last-minute scrambles.
FP&A
Financial planning and analysis support for recurring management decisions, not just year-end reporting.