Budget Revision Sorted

IT'S WHAT WE DO...

GET YOUR BUDGET REVISION SORTED

Do you know how you are tracking against your financial plan for the year?
Do you have any unforeseen expenditure that wasn’t in your annual budget?
Do you struggle to make decisions about what you can spend money on?

A good budget should move with you. Setting aside the time to revise your budget is just as important as creating it.

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Benefits

You will be able to compare your actual performance against budget
You will be able to see your projected closing balance
You will see your cash highs and lows to make sure you operate within your overdraft limit
You can determine how much cash you can take out of the business
You can plan for a major development project and know when to push the go button

WHAT DO WE DO?

We provide you with an update of actual results versus what was budgeted.
We identify significant changes and discuss these with you
We provide you with an updated forecast to the end of the year
We help you to understand the forecast to help with your spending decisions

WHAT DO YOU NEED TO DO?

You need to already have a budget in place or have subscribed to our budgeting service
Meet with us to discuss key changes to the budget
Provide us with an updated livestock reconciliation, including projected closing livestock
Advise us of any changes to your short or long term goals

Our Cost: From $750 plus GST per review.

If you would like more control over your budgeting we can add-on:

What-if scenario planning
Longer term financial goal planning
Retirement planning
Off-farm investment potential
Integrating your succession plan

Our cost: *** POA***

Still not convinced? Existing clients have their say …

“We can forecast a range of returns for our lambs and know how this impacts on our cash and tax”

”We got hit with a major cost that we weren’t expecting which meant our budget had to be amended. Now we know what to cut back on to weather the storm”

“We now have a clearer view of our finances during the year and our bank manager is able to adjust our overdraft facility accordingly”