Financial projections and budgeting add another layer of financial understanding to help you run your business. This allows you to plan for the future and evaluate the potential effect certain changes have on your business. Our financial projections and budgets are prepared for management purposes and included in your monthly financial statements. We prepare projections and budgets for 24 months in advance. We work with a number of programs to create projections based on your historical financial data and the information you provide us about the changes you are planning on implementing in your business.
On a monthly basis when we send you your open items sheet we provide you with a list of questions to help us prepare your budget. These include questions about potential changes you are planning to make to your business. From there we prepare your projected financials and budget and include them in your financial statements. Our pricing includes one scenario, in the event that you want projections and budgets prepared for multiple scenarios we offer a discounted rate for those projections and budgets.
Financial Projections and Budgets $75 per month per 100 monthly transactions, additional transaction capacity can be included for $75 per 100 transactions. For each additional scenario please add an additional $60 per 100 transactions. Projections and budgets are prepared for management use only.