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A budget is only useful if it reflects how the business actually operates. This is a one-time build, not a subscription: we work through your real financial history line by line and produce a budget you can hold the year against.
The actual sequence, start to finish.
We work from your actual financial history rather than an industry template — the further back it's clean, the better the result.
Recurring costs, variable costs, and revenue lines are each modelled separately, with seasonality applied where it genuinely exists.
We check the budget against the decisions you're actually weighing, so it's a planning tool rather than a document.
You get the finished budget and a walkthrough of the assumptions behind every line.
A one-time project fee starting at $2,000 — not a monthly subscription. Ongoing monthly variance review is a separate service.
Building the budget is a discrete project with a finished deliverable. Watching the business against that budget month to month is a different job, priced separately as Budget vs. Actuals.
More is better. If the history is thin or messy, catch-up bookkeeping usually comes first — a budget built on unreliable history inherits every one of its problems.
No, but the two work considerably better together, since the budget stays tied to books that are actually being maintained.
More questions answered on the FAQ page.
Monthly variance reporting that flags drift from plan before it becomes a year-end surprise.
Monthly reconciliation, coded transactions, and financial statements — on a fixed schedule, every month.
Custom KPI dashboards and reporting beyond the standard monthly statements.
A free 20-minute consult, no obligation.