Annual Budget Sorted

IT'S WHAT WE DO...

GET YOUR ANNUAL BUDGET SORTED

Do you have a financial plan for the year ahead?
Do you know how much debt your rural business could pay off in the coming year?

The ability to make great decisions requires accurate information. With no budget, you’re making decisions with a large amount of “hope” thrown in.
The good news is that it’s actually easy to develop a base line budget as a starting point for each year.

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WHAT DO WE DO?

Educate

Provide you with a fact sheet that explains:

Explains the best way to do a budget
Outlines what’s in a budget
Lists the benefits you will receive and uses for the budget
Explains how to use the budget as part of your forecast revision

Our Cost: ***no charge***

Assist you to prepare your own budget

With your input we will:

Assess your current accounting system. Choose the best tool to use to complete the budget
Decide on the level of detail you require
Give you a budget template to complete
Give you a livestock template to track tallies
Complete the annual budget including income, expenses, capital expenditure, debt repayment, drawings, tax etc.
Project the closing bank balance at the end of the year
Have a one hour meeting to discuss the outcome of the budget, explain it to you and discuss how it fits into your longer term goals

Our Cost: $1,475 plus GST.

Need more additional horsepower

If you would like more control over your budgeting we can add-on:

Training to show you how to complete the budget in your accounting system
Budget revision
What-if scenario planning
Longer term financial goal planning
Retirement planning
Off-farm investment potential
Integrating your succession plan

Our Cost: *** POA***

WHAT DO YOU NEED TO DO?

Tell us you want to take more control of your business and you’re keen to start the budgeting process
We will send you a one page fact sheet and a short questionnaire. Then we take care of the rest

Still not convinced? Existing clients have their say …

“I know when to make calls on large development projects”

“My bank manager was most impressed when I presented them with a budget and assumptions”

“I identified areas to cut back costs and got competitive quotes on services like insurance, electricity and internet. The savings on these covered the cost of doing the budget 3 times over.”