Annual Operating Budget
A written operating budget for a single business: monthly expense ceilings, a seasonal cash note, and the first three review sittings after the book is adopted.
Engagements
Work the practice will actually sit down and do.
Each engagement is a stretch of meetings and a paper result: a budget book, a cash calendar, a rule sheet, or a monthly note. Choose the one that matches the decision in front of you. If you are unsure, the contact form has a line for that.
Seasonal Cash Calendar
A one-year cash calendar that shows when takings arrive and when the heavy bills cluster, so the quiet months are funded before they begin.
Petty-Cash House Rules
A short set of house rules for cash spending at a single premises, written so a relative, a clerk, or a night shift can follow them without a phone call.
Monthly Expense Sitting
A recurring sitting that lines the month’s spending up against the budget book and writes what will change before the next wage week.