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Budgeting & Forecasting

Preparing financial models and budgeting may feel overwhelming, especially in the early days of your small business or start-up, when considering unknown or limited values. However, neglecting the budgeting and forecasting process can lead to even more unknowns about whether you’re on track to reach your goals or missing out on opportunities for fostering further growth. By outsourcing the process, you will receive the expertise of an experienced CFO in documenting your business’ detailed financial status and insight on sustainable spending strategies to maximize revenue without the price tag of an in-house CFO.

Why does my business need a Budget?

A small business budget will display annual expenses, income sources, and projected revenue. By comparing a given year’s budget to actual performance, business owners can use this information to edit the following year’s budget and make strategic decisions about fund distribution. Additionally, a well-documented budgeting and forecasting process could convince potential investors that you have a quality financial future and can anticipate your needs.

Every business owner has financial goals, and planning, budgeting, and forecasting is the optimal way to evaluate how much you can spend and how much revenue is necessary to keep your business on track to achieving them.  

At VFO, our team of expert small business accountants is on a mission to relieve the stress and confusion of small-business and start-up budgeting, forecasting, and financial modeling. Our staff has years of experience across various industries at various stages of growth, and is always evolving our forecasting tools for small businesses to craft expert budgets and forecasts that will sustainably allocate your funds to maximize revenue. In addition, we consistently update our small business budgeting software, smart tools, and global resources to help business owners optimize their strategies and decision-making.

To learn more about how we can help your business reach its financial goal through budgeting services or to schedule a FREE 30-MINUTE CONSULTATION, get in touch at support@lme.qtb.mybluehost.me or schedule a meeting online.

Payables & Receivables

No more fumbling around in Excel sheets. With VFO, you are paired with a dedicated virtual accountant that specializes in small business financials .

Monthly Close

This process is to confirm account balances, identify and solve for any discrepancies, and produce monthly financial statements that help start-up owners make strategic decisions.
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Cash Management

Our virtual financial officers supply powerful insights that support growth plans, relieve burdens, and are easily accessible.

Payroll Admin for Start-Ups

Let us take the payroll reins and show you how easy it can be, so you can focus on growing your business and have peace of mind it’s being done accurately.
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Budgeting & Forecasting

Financial modeling and forecasting is critical in order for us to understand a company’s financial health and project how they will perform in the future.
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Due Diligence Support

Our team of virtual financial accountants and advisors can prepare and organize all of the expected documentation for the due diligence process.
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Free Consultation

Contact our virtual accountants at VFO for a free consultation for your small business!
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