Field notes · 2 August 2026

Papers to bring to the first sitting in Paluru

Arif Waedueramae · business budgeting and expense management

A meeting table set with a folder, a glass of water, and a brass lamp before a budget sitting

The first sitting goes further when the bag matches the way the business already keeps score. Perfect files are not required. Gaps should be visible.

The bag that is enough

Bring takings for the last two years in whatever form you have: a notebook, a stack of daily slips, or a printout from the person who keeps your books. Bring supplier invoices you have not thrown away, the current wage list, and the rent or land note.

If the bank statements worry you, bring the months you are willing to show and say so at the start. The budget can mark those months as unseen instead of pretending the account was quiet.

Names, not just numbers

Write the names of people who may spend: a spouse, a clerk, a night guard who buys diesel, a sister who pays the ice man. The opening count asks who can commit the business, and a number without a name becomes a ceiling nobody owns.

Also bring one story of a month that went wrong. The freezer, the extra tapper, the festival stall that rained out — that story tells us which line must not be averaged into silence.

What can wait

You do not need a logo, a forecast spreadsheet, or a speech about growth. You do not need every receipt under a hundred baht if the float is the subject of a later house-rules visit.

Leave tax filings with your filing person unless a figure in them is the only record of a year’s purchases. The sitting is for the operating year ahead, and the table in Paluru is large enough for a folder, not for the entire cabinet.

If this matches a decision you are facing, write to the Paluru office or look through the engagements.