Budgets & Forecasting

Most business owners have a rough idea of what they want the next year to look like. Fewer have written it down in financial terms — with revenue targets that connect to cost assumptions, realistic cash timing, and a clear picture of what their plans actually cost before they commit to them.

That's what budgeting and forecasting does. It turns your intentions for the business into a financial plan you can measure against — so results aren't just numbers, they're signals. You see where you're ahead, where you're behind, and what needs attention while there's still time to act on it.

At Beany we prepare annual budgets and forecasts as the foundation of this — built once a year, then used month-on-month as actuals come in throughout the year.

Annual budget & 4-way
in our top-tier plan.

Beany's full budgeting and forecasting service — the annual budget preparation plus a 4-way forecast covering P&L, cash flow, balance sheet and headcount — is included in our Business Enterprise package. Prepared once a year, it then feeds into your monthly management reporting cycle throughout the year.

On other plans, budget and forecasting work can be scoped and quoted as a standalone engagement.

See our packages → View pricing