Services

Budget Preparation

I can work with you to prepare an annual budget for your company. A target is not enough; it raises questions about your business and encourages conversation, which will ultimately promote stability and growth.

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Budget Preparation

About our Budget Preparation Services


A budget should be prepared annually and I see it as a line in the sand; a measure against which you judge your performance. More importantly monitoring your performance against a budget informs you if you are on track with your expectations and it will prompt you to ask questions which you may not otherwise have considered.

This service can be utilised as a stand-alone service, but it works best along-side the Management Accounts and Forecasting services I also offer.

What our customers say

"Great service from Simon. Made sure he clearly understood our requirements, a couple of clarification check-ins and provided a solution that met our needs exactly! Oh and he's a really nice guy too! That matters."

Adam Davey – Petaurum HR

“Having come from an accounting background, I’m acutely aware of the power of data for making high value decisions. I’m probably capable of doing for myself what I’ve asked Simon to do for me but know it’s going to take me far longer, and so cost me more, because it’s not what I do, nowadays. So, any time I need to make a decision (business and personal!), I farm the analysis out to Simon. He provides an infographic, re-usable model or whatever and I simply make a simple decision based upon the outputs he’s provided. I’ve even used him to mine my run data from Garmin to help me understand my biometrics and manage my training. Worth his weight in gold.”

Sean Barkes – Refinity Ltd

"Simon is a pleasure to deal with. I initially came to Simon, and after communicating my challenges and issues, he was quick to support and offer solutions."

Jack McGovern – The Glow Group

Do you think we could help you or your business?

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