Business Annual Forecasting
Now, How, Where
We look at planning Now (Where are you now ) Where (where do you want to be) and How (how do you get there) with a passive approach.
Our approach to developing the Business Annual Forecasting is collaborative and involves you completing pre-work to confirm your cashflow, budget and expenditure so we can work with you to complete an accurate report. We will then facilitate a session to develop the Annual Forecast with you.
Once in place, monthly reporting on the actual vs forecast will be provided along with a call to discuss the results and any queries you may have.
Benefits of forecasting using our Business Annual Forecasting Success Package
Our Business Annual Forecasting Success Packages help clients implement best practice solutions in order to achieve both business and personal growth and success.
At Beyond Your Numbers, our Business Annual Forecasting Success Packages help clients implement best practice solutions in order to achieve both business and personal growth and success. The Business Success Packages include the following services:
Annual Business Planning
Business Annual Forecasting and Monthly Reporting
Monthly Business Coaching
Contact Leah from Beyond Your Numbers to book your first session. Annual Forecasting Rolleston.
About Beyond Your Numbers
Beyond Your Numbers provides expert business advisory and accounting services for SMEs in NZ. We deliver financial clarity, strategic guidance, and actionable insights which empower you to make confident decisions, optimise your operations, and achieve sustainable growth.
Based in Rolleston, Canterbury, Director and Business Advisor Leah Keown has over 20 years experience in accountancy and strategy business development. Leah holds a Diploma in Accounting, is a certified and qualified bookkeeper, a member of ATAINZ and a Performance Coach.
Leah leads and is supported by a small team that has an array of specialised skillsets in their relevant areas to ensure all your needs can be kept in house without compromising efficiency or effectiveness.
Virtual CFO
A CFO is generally responsible for the financial management and strategy of a business. This encompasses cashflow management, budgeting and forecasting and strategic planning.
Clearly, the role of a CFO is very important to the success of a business. However, small and mid-size businesses often cannot afford a full-time CFO and this is where our Virtual CFO service comes into play and fits your team nicely.
Our Virtual CFO service provides all the benefits of an internal CFO at a fraction of the cost. In our role as Virtual CFO, we become an integral part of your business, guiding your financial and strategic decision making to help grow and improve your business.
