I don’t have a budget

If you don’t have a budget, let’s get started now! Budgeting is a process, not a destination, and you can always change course if you need to.

  1. Click here to download a simple Excel file that will give you the outline you need.
  2. Take last year’s numbers and put them in the form.
  3. Guess at what you think will change, and change the numbers.
  4. Look at your income sheet – plug in what you think is “most likely”.  This will be the budget that you want to spend to and hold your cash flow accountable to.
  5. If you are feeling feisty, copy your income sheet and name it “Sales goals”. Project best cases for income and see what the difference is.
  6. Check and see if you have positive Gross Profit and Net Profit.  Call us if you need help!