Budget & Forecasting

A strong budget is the foundation of good financial management. We help you build practical, data-driven budgets and forecasts that guide decision-making, support funding requests, and keep your organization financially healthy.

Whether you’re planning for the year ahead, a specific program, or a multi-year grant, we make the process clear, collaborative, and aligned with your goals.

Included Services:

  • Develop annual operating budgets based on historical data and strategic goals

  • Create program-specific or grant-specific budgets

  • Build multi-year forecasts for long-term planning

  • Align budgets with your chart of accounts for consistent tracking

  • Update forecasts with actuals to monitor progress and adjust as needed

  • Prepare budget vs. actual reports for board, management, or funders

  • Assist with budgeting for new hires, benefits, and salary increases

  • Provide guidance on cash flow planning and reserves

  • Collaborate with leadership to ensure realistic and mission-aligned projections

Whether you're applying for grants, reporting to a board, or planning for growth, this service gives you the clarity and confidence to move forward with purpose.

A woman sitting at a desk with a laptop, surrounded by financial documents, a calculator, and a red alarm clock.