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…

  • Helping you put together a plan for the future and meet your goals
  • Helping you make informed business decisions that are in line with your goals and budget
  • Identifying out-of-budget spending and cutting costs

Ready to come in for an appointment?

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!

Leadership and Empowerment for Business Owners: A Story

Let me begin by noting, if you were looking to file for the Employee Retention Credit this year, heads up that the IRS isn't processing any new claims through the end of the year. This is an effort to keep you out of hot water if you shouldn't be claiming...

TCG Accounting on What “Open For Business” Means To The IRS

We’re seeing businesses across the nation acknowledge this week’s 9/11 day of remembrance in really special ways. It’s been 22 years already.Looking back, 2001 and 2020 are similar as stand-out turning points for America, albeit in different ways and for...

Work From Home Policy for Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...

Facing the AI in Business Trend in Your Business

Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal...

Compensation Is Just the Start, Business Owners

We’re just over a month away from the MLB playoffs, and this year (like every year) has had its share of sketchy calls that fans and players have been unhappy about. While not everyone’s favorite summer pastime (the sports season that never ends still has more...

TCG Accounting’s 4 Straightforward Questions to Uncover Your Business Why

I suppose there’s never been an easy time to be in business. It’s tempting to look at the current economic situation and cite all the things working against business owners right now. And Google helps with that... My internet search this morning lent me the...

Why Married Owners Might Choose the QJV Route

Remember three years ago when you depended on Zoom for work meetings and virtual schooling for your kids? While you’re probably really grateful the second one isn’t a reality anymore, the first one still had its appeal (unless something like this...

Business Cash Advance: A Loan Alternative for Businesses

This year has been a less-than-fun rollercoaster in the world of finance.Well, good news on that front — no more recession bogeyman lurking under the bed, at least that’s what the Fed declared as they raised rates again last week. Doesn’t mean more interest rate...

Keeping Expenses Separate in Your Business

Did you see the Barbie movie or Oppenheimer this weekend? Or jump in with the 200,000 other Barbenheimers and see both?In case you didn’t, your social media feed likely filled you in on what you missed (or didn’t, depending on your view of these things).What a weekend...

Tracking Your Company’s KPIs Effectively

Raise your hand if you or your workers, in any way, still work remotely post-pandemic. It’s a common enough reality — maybe more so now even than 2020. Working in sweatpants from the comfort of your home is infinitely better than dress shoes and uncomfortable...