Budgeting & Forecasting Build
A working annual budget and a rolling forecast built around how your business actually earns and spends money.
A budget you will actually use, not one that is filed and forgotten.
Built for owners who…
Businesses with no formal budget or one built once and never revisited
Owners heading into a new fiscal year or a growth push
Companies whose lender or partners have asked for a forecast
Teams that want to plan hiring and investment with confidence
What we do together
- Driver-based budget model (revenue, headcount, key costs)
- Monthly 12-month forecast linked to the budget
- Scenario toggles for best case, base case and downside
- Budget versus actual reporting template
- Two working sessions to agree assumptions
- Handover session and written model guide
What you receive
- Annual budget model
- Rolling 12-month forecast
- Scenario summary
- Model guide and monthly update checklist
How it works
Purchase
Check out and receive the data request.
Assumptions
We agree revenue drivers, headcount and cost assumptions with you.
Build
We build and test the budget and forecast.
Handover
We walk you through updating it each month.
Common questions
Which software do you use?
Models are delivered in Excel or Google Sheets so you are not tied to a new tool.
How long does it take?
Usually three to four weeks.
Can it include multiple locations or departments?
Yes, up to three departments or locations are included. Larger structures can be quoted separately.
Will you update it for me each month?
That is available through the Fractional CFO Retainer.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Budgeting & Forecasting Build — $2,497
A budget you will actually use, not one that is filed and forgotten.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.