Planning, budgeting and forecasting


A top-down strategic plan that defines the strategic aims of the enterprise and high-level activities required to achieve the goals of the organization. Developing a strategic business plan can help to identify business entities where they are today, and where they want to be tomorrow, steps to be taken to remain on the course and to ensure the future success of business entities.


Budget is the detailed representation of the future results and financial targets that an organization expects to achieve during a certain period of time.  Budget forces business entities to consider problems before they arise. It enables resource allocation to be aligned to strategic goals and targets set across the entire organization. A good budget is a necessity in a good business plan. It is one of the best business tools, how decisions are made, how responses are formulated to steer the organization and how to measure future performance.


A forecast that tracks the expected performance of the business, so that timely decisions can be taken to address shortfalls against target, or maximize an emerging opportunity.

In addition to goal setting value, budgets will often improve your chances of acquiring funding. Financers often require budgets as a prerequisite for funding approval.

Carefully-considered and well-developed budgets and forecasts strengthen management’s control of operating costs and have a significant impact on the overall profitability of a business.

To enable the delivery of strategy it is critical that the planning, budgeting and forecasting process provides that linkage and integration of financial and operational data across the organization. This is an enterprise-wide change program and will require sponsorship from across the organization. This can unlock value through the translation of ideas and strategy into actions and results.

We work closely with our clients to create annual budgets with the highest level of detail and supporting data.  In addition, our forecasting tools allow for anticipated variances that keep the budgets in line.

Our Budget & Forecasting Services include:

  • Industry Bench-marking
  • Trend Analysis
  • Revenue Forecasting
  • Budget Modeling
  • Cash Flow Projections
  • Monthly Reporting and Budget Comparison

Benefits with us

  • More accurate operational strategy for business plans
  • An increase in forecast accuracy
  • Improved decision making leading to optimize use of resources
  • Increased business responsiveness
  • More competitive advantage while preparing for unexpected costs
  • Optimized business budgets
  • Recommendations for the most suitable remedial steps to bring actual results bank into line with the budget