Budgeting & Forecasting for Business

Service Description

Our Business Budgeting & Forecasting service helps you take control of where your business finances are heading, not simply review where they have been. Whether your goal is to reduce business debt, control spending, improve profitability, build reserve funds or prepare financially for upcoming events and investments, we create a plan around the priorities of your business. We work with you to build realistic budgets, cash flow forecasts and financial targets, then track your actual performance against them. This allows us to identify overspending, cash flow pressures and changes in performance early, while giving you a clearer picture of what your business can afford and when. Depending on your agreed service, this can include regular budget and forecast updates, P&L spend reviews, cash flow planning, debt reduction tracking, reserve planning and scheduled financial debriefs to review progress and agree the next steps. The level and frequency of support is tailored to your business and set out within your custom proposal, so you receive the level of financial oversight and support that suits your goals. This service is available exclusively to existing Bear’s FS business clients.