Financial Forecasting

Every management team has an opinion about what will happen to their business in the short, medium and long term, but having the ability to formalise those thoughts is a different matter. Many business owners have been in the situation where some significant expenditure is planned on one project or another, resulting in a facility being required from the bank.

It is much better to prepare in advance for these times of need than to approach a provider of finance at a time of weakness, when immediate support is necessary. Furthermore, a grant may be available to assist you in financing future projects.

Engaging a firm of Chartered Accountants who can provide this extremely beneficial service can result in an improvement to the bottom line and help to focus forward thinking.

If you would like to find out more or have any questions contact:

Neville Baldry

01325 349 700
Areas we can help you?
Business Planning

Management Accounts


What can we offer you?

• Preparation of forecasts, using our fully integrated financial model, together with a full follow up with the providers of finance

• An independent and objective review of your forecasts and liaison with a bank/provider of finance on your behalf Specialist knowledge combined with an understanding of your commercial environment

• Assistance with design, application and ongoing monitoring of forecast figures to finalised management accounts

• Preparation of business plans. For a new business or established business undergoing a new project or refinancing, business plans are often required

• Guidance on the focus of the business and assistance in ensuring that management and staff are working in the same direction

What does this mean to you?

• Increased confidence. We work with you to focus on a successful outcome

• Improved information. You have a clearer financial picture of the future of your business

• Saving of time. We can undertake the work on your behalf leaving you free to run your business

• Regular reviews of plans, with updated forecasts and detailed sensitivity analysis

• Ongoing proactive advice and guidance