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Maximise your company's profitability

A budget is an estimate of your income and expenditure over a set period of time. It takes into consideration your long-term financial goals and future predicted transactions.

This is then compared to your actual income and expenditure to highlight bad spending habits and areas which need improvement, but also allows you to make sound, thought out future business decisions.

Preparing and keeping on top of a business budget is essential if you want to maximise profits.

Make Informed business decision

Performance visibility

Stop bad spending habits

Achieve financial goals

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Why should I prepare a budget?

Make informed, better business decisions

  • Provides you with visibility on how your business is performing
  • Allows you to make more informed, better business decisions 
  • Helps shed light on bad spending habits
  • Identifies areas for growth and improvement 
  • Helps you achieve your financial goals

How do I prepare a budget?

Let Caldwell Penn do the hard work for you

  • We have a team of in-house experts who will prepare regular budgets be that monthly, quarterly or annually. This will include an analysis of the key findings.
  • No face-to-face meetings are required. We will let you know what information we need, and we will take care of the rest, making the process as efficient as possible.
  • We have experience working with a wide range of businesses, individuals, so you are in good hands!
  • If you'd rather prepare your own budgets then download our guide to get you started.

Frequently asked questions

What is a budget?
What makes a good budget?
What are the benefits of preparing a budget?
Are budgets just for large established companies?
I am a start-up – where should I begin?
Is budgeting really worth the hassle?
What is the difference between a budget and a cashflow forecast?

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