Budget vs Actual
A budget sitting in a drawer does not run a company. We prepare a realistic budget and compare it with actuals every month — explaining why variances happened and what to do about them.
When you need this service
The budget is drawn up once a year and then forgotten until the next one.
At month-end, nobody knows precisely whether the company is on plan or not.
Costs leak through dozens of small line items that nobody controls.
Management meetings debate feelings instead of numbers.
What you get
Annual budget
A realistic budget by month and department — grounded in history, not wishes.
Monthly budget-vs-actual report
Plan, actual, and variance for every line — ready within days of month-end close.
Variance analysis
Not just "12% over budget" — but why, whether it will repeat, and what to do.
Rolling forecast
A year-end projection refreshed every quarter as reality unfolds.
Management KPI dashboard
The key indicators in one view — meetings start with numbers, not opinions.
How we work
Build the budget
Together with management, we prepare the annual budget by month, department, and line item.
Monthly comparison
After month-end close, we prepare the actuals-versus-plan comparison.
Explain the variances
Every significant variance gets a cause and a recommendation, agreed with the owners of the numbers.
Review the forecast
Each quarter we refresh the year-end projection, so the plan always matches reality.
Frequently asked questions
When is the best time to start budgeting?
Ideally 2–3 months before the financial year starts. But budget control can be introduced at any point in the year, starting with a plan for the remaining months.
Can the budget be changed mid-year?
The budget stays as the reference point, and each quarter we refresh the rolling forecast — so you see both the original plan and the current reality.
How much of our team’s time does it take?
Very little — we receive the data from accounting, and management needs one short meeting per month to discuss the report.
Related services
Cash Flow Planning
Outsourced cash flow planning: a 13-week forecast, payment calendar, and early warnings about cash gaps. Make decisions with confidence.
All servicesProfitability Analysis
Outsourced profitability analysis: profit by product, client, and business line with full costs. Learn what really earns money and what burns it.
All servicesUnit Cost Calculation
Outsourced cost accounting: accurate product and service unit costs with full overhead — the foundation for correct pricing and reliable profit.
All servicesRun the company on a plan, not a feeling
In a free consultation we will show what your budgeting and budget control process would look like.