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Budgeting & Forecasting
An annual plan, a cash forecast, and a clear answer on how long your money lasts at the rate you’re spending. Built to help you run the business — not to sit in a folder.
What's in it
- Annual budget and rolling forecast
- Cash forecast — how long your money lasts
- Each month: why the numbers came in different than you planned
- Margin and pricing review
You probably need this if
You don’t know how many months of cash you have.
The budget lives in your head.
The numbers come in each month and nobody explains what changed.
You’re setting prices on instinct.
How it works
Annie builds the budget once, then checks it against the actuals every month. Forecasts get refreshed every quarter — or sooner if something big changes.
Ready for books you can actually trust?
Thirty minutes with Annie.