Whether you’re starting out, applying for finance or planning your next big move, a good forecast turns your ideas into numbers you can rely on.
When a forecast helps
– Starting a new business and need to know what it will take to break even
– Applying for a loan, overdraft or grant – most lenders will ask for one
– Planning to take on staff, move premises or invest in equipment
– Keeping an eye on cash flow so there are no nasty surprises
How we help
– Building a profit and cash flow forecast around your plans, short or long term
– Setting a realistic budget and comparing it with how you’re actually doing, using the live figures in Xero
– “What if” scenarios – what happens if sales dip, prices rise or you take on a new contract
– Regular reviews, so your forecast keeps up with your business rather than gathering dust
Got a plan you want to test? Get in touch and we’ll help you put numbers to it.