We work extensively in Excel and can help you to prepare budgets for your sales, pricing, profit and loss, cash flow and key projects. These can be used to set financial targets, compare financial outcomes and prioritise strategy decisions.

Each spreadsheet analysis will be completed on-site with you and your management team, using your data created in Excel, MYOB or Word format. We use budget templates to expedite the preparation of each spreadsheet as appropriate and we can work on site with your and your management team anywhere in the Sydney region and throughout country New South Wales and the ACT.

The budgeting and spreadsheet analysis can help your management team to:

1. Prepare monthly sales, overhead and profit budgets for you to track in your accounting system
2. Break-up your sales and gross profit budgets into product, service and market categories
3. Prepare monthly sales and margin budgets for your sales and marketing team
4. Analyse your pricing, unit costs and margins to achieve your gross profit targets
5. Examine your monthly direct and indirect staffing costs and productivity levels
6. Complete a breakeven analysis and calculate your overhead cost recovery rates
7. Compare and align your sales, production and service capacity levels throughout the year
8. Develop cash flow projections to estimate and plan your current and future funding requirements
9. Price, cost and appraise your short and long term investment decisions.

Where applicable the sales budgets and financial projections will be integrated into your marketing plan, sales plan and/or business plan to ensure that your strategies are prioritised to achieve your short and long term profit, growth and cash flow objectives.