Turn budget chaos into strategic planning. Get a realistic, data-driven budget in 8-10 weeks.
Department heads threw numbers at the wall. You were 20% off by March. Leadership lost confidence.
Emails flying everywhere, version control nightmare, nobody knows what assumptions were used or why.
Three months of everyone's time, and you still barely finish by year-end.
Review historical performance, identify key drivers, and set realistic growth assumptions. I'll create the budget template and timeline everyone will follow.
Deliverable: Budget calendar, templates, driver assumptions
Work with sales and marketing to build a bottoms-up revenue forecast based on pipeline, conversion rates, and market conditions—not wishful thinking.
Deliverable: Revenue model with scenarios
Guide each department through their budget. I'll challenge assumptions, ensure consistency, and make sure everything ties to strategic goals.
Deliverable: Department budgets with justification
Roll everything up, identify gaps, and facilitate discussions to get revenue and expenses aligned. This is where the real negotiation happens.
Deliverable: Consolidated budget with variance analysis
Final adjustments, board presentation creation, and documentation. I'll help you tell the story behind the numbers.
Deliverable: Final budget package, board presentation, tracking tools
8-10 week engagement
Best for companies with $5M-20M revenue, 3-5 departments
10-12 week engagement
Best for companies with $20M+ revenue, multiple entities or divisions
⏰ Timeline Matters
Budget season starts September-October for most companies. Book early to ensure availability. Last-minute rushes cost more and deliver less.
Less time spent
Structured process cuts meetings and rework in half
Accuracy improvement
Data-driven assumptions mean realistic targets
Stakeholder buy-in
Everyone understands and commits to the plan
"Let's get to work!"
Book a consultation to discuss your timeline and budget goals.
Let's Get to Work - Book NowOr email me at tarak@tpatelfinance.com