Annual budgeting framework

Overview

Many SMEs keep a budget that lives in one person’s head. This consultation turns that into a shared annual plan: sales assumptions, cost centres, and monthly checkpoints that directors can read without translating jargon.

Included

• Facilitation of a budgeting workshop with up to six participants
• Structure for revenue, direct costs, overheads, and capital spends
• Variance review rhythm for the first quarter after go-live
• Simple owner map so each major line has a named person

Exclusions

We do not prepare corporation tax computations or file accounts with Companies House. Forecasts for investor pitch decks can be discussed separately.

Next step

Ask for the budgeting framework when you get in touch. Autumn and early spring are the busiest windows for calendar-year firms.