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Budgeting And Forecasting

Just like with a quick weight loss program, you might be able to get some quick results as a company by drumming up sales or cutting costs in an area… but if you are looking for long-term dividends, you must have a plan and be in it for the long haul. This is why every organization needs a budget and forecast. These tools help you document what your goals are and know whether you are on track with your goals. The problem is, most small business owners don’t have the time to put together these critical documents — not to mention keep them up-to-date.

This is where we come in. We walk you through a simple process of defining your goals and then translating those goals into numbers. We then provide you with easy-to-read monthly budgets and actual reports that help you to understand where you did well and where attention is needed. Our business coaches will then meet with you on a monthly basis to run scenarios and discuss strategies for growth.

Our budgeting & forecasting services will benefit you by…

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Helping you put together a plan for the future and meet your goals

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Helping you make informed business decisions that are in line with your goals and budget

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Identifying out-of-budget spending and cutting costs

Let Us Help:

Mid-Year Business Goals Check-in For Owners

The IRS is in a crackdown year. Checking and rejecting ERC claims, getting what’s owed from millionaires that weren’t paying their part, and now locking down tax strategies that were being exploited by those with complex partnerships.If any of these apply to you,...

A Leadership Qualities List To Help You Build Your Company Team

In conversations with business owner friends recently, it seems hiring has been a struggle bus (can you relate?). There are qualified applicants showing up in their resume stacks. But, what’s more difficult to look for in that pile is the right combo of qualified...

Keys to Worker Efficiency for Small Business Owners

An unfortunate thing about being a business owner sometimes is that you are at the crosshairs of the changing winds of the culture. And these past ten years, the very polarized political environment has put some pressures on businesses to align with different...

10 Tax Write-Offs for Your Small Business

How did Memorial Day affect your business this year? Did you run any sales or promotions for members of the military? Join a parade to advertise your business? Holidays are an excellent opportunity to connect with the community and get visibility.And, if you missed...

A Good Accountant for Your Small Business Provides This

This past weekend, Ed Dwight — age 90, became the oldest person to travel to space. Six decades ago, he was on a trajectory to become the first Black astronaut in space, but ultimately was passed over. The space excursion certainly cements the old adage “It’s...

Five Reasons to Take Scenario Planning Seriously in Your Small Business

Happy Earth Day. The day we celebrate this little blue marble we all enjoy living on. I found this fascinating as I was reading about it this morning — there are so many elements that make up the scenario of a thriving Planet Earth. Less threats because...

CFPB Small Business Loan Requirements & Your Biz

The 2024 federal tax season has reached its end…  well, unless you joined the other 19 million taxpayers and filed for an extension. That’s something we anticipate every year here at TCG Accounting. And we’ll be working away the next few months on the...

3 Debt Elimination Steps for Your Small Business

Lots going on this week. Namely…The tax filing deadline is Monday, April 15th. For any of our business clients who haven’t yet reached out to us, we can still take you on by filing an extension on your behalf and then managing the filing after. But, remember, you...

A New Retirement Plan for Small Business Owners

Well, the U.S. government has decided it can go on spending money – 1.2 trillion dollars to be exact. That means the departments of State, Defense, Labor, Health and Human Services, and Homeland Security are funded, through next September anyway. So the shutdown...

Manage Remote Workers Through I-9 Requirements: A How-To for Businesses

Double-checking is a motto we live by here at TCG Accounting. It’s just good sense when you’re dealing with complicated tax code and people’s returns. No one situation is quite the same with our clients. And you can be sure we’re giving your tax filing a couple...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!