Forecast & Budget Development
Plan for profit, not just survival. We build dynamic financial budgets and rolling forecasts that allow you to model future growth scenarios, track variance, and make confident spending decisions.
- Quantity
Stop driving your business in the rearview mirror.
Fred Lundin CPA offers specialized Forecast & Budget Development Services to give small business owners a clear vision of their financial future. While standard bookkeeping tells you what happened yesterday, a robust budget and forecast tell you what is possible tomorrow. We partner with you to build a dynamic financial model that serves as your operational roadmap. We don't just set a static budget that collects dust; we create a living, breathing forecast that adapts to your real-world business changes.
Our virtual development process involves deep-dive strategy sessions where we map out your revenue goals, expense ratios, and hiring plans. We then construct a three-way forecast (Income Statement, Balance Sheet, and Cash Flow) that allows you to "stress test" different scenarios. Want to know if you can afford to hire that new salesperson in Q2? Or how a 10% drop in sales would affect your cash runway? Our models give you the answers instantly, empowering you to make proactive decisions with data-backed confidence.
