Budgeting / Forecasting

EXP Financial can provide annual or monthly budgeting and forecasting services Forecasting & Budgeting along with reconciliation services to small and medium size businesses. With experience in retail, construction, real estate development, manufacturing, non-profit organizations, real estate management and as well as other industry categories, EXP Financial understands the nuances of different business types and will assist your business to manage the financial variations many companies experience.

Solid Budgeting & Forecasting is Key to the Success of Company

EXP will help your business estimate both constant and infrequent expenses, as well as fluctuations in revenue throughout the year. This helps the business owner spend less money than they are taking in (showing a profit), while generating an income for themselves and planning future investments. Monthly or quarterly meetings can be setup to go over the budget and reconciliation gives the business owner peace of mind, and frees up time to do what he or she does best – run the company!

Advanced Planning & Forecasts

Companies with aggressive growth plans may wish to develop more than one annual budget, planning for best case, worst case, and middle of the road scenarios. EXP Financial will customize budgeting and forecasting to meet your company’s needs.

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